At a Glance
- Tasks: Develop and evaluate investment scenarios while collaborating on advanced AI research projects.
- Company: Join a leading firm in wealth and asset management with a focus on innovation.
- Benefits: Earn $70–$80/hour, enjoy remote work, and flexible hours.
- Other info: Fully remote role with opportunities for professional growth and collaboration.
- Why this job: Make an impact in the finance world while working with cutting-edge technology.
- Qualifications: 5+ years in wealth or asset management with strong analytical skills.
The predicted salary is between 80 - 80 £ per hour.
This opportunity is for experienced Wealth Management and Asset Management professionals with expertise in portfolio management, investment strategy, alternative investments, fiduciary standards, risk analysis, and client advisory to contribute to advanced AI research and evaluation projects.
You'll apply your investment expertise to develop realistic enterprise investment scenarios, create reference outputs, evaluate AI-generated financial analyses, and build structured evaluation frameworks that accurately assess professional-level investment judgment. The role focuses on Fortune 500 asset management, private wealth, and institutional investment environments, where portfolio complexity, regulatory requirements, and client sophistication require advanced financial reasoning. No prior AI experience is required.
Responsibilities
- Develop realistic wealth management and asset management scenarios involving portfolio construction, fiduciary responsibilities, investment strategy, and regulatory review.
- Create evaluation tasks covering portfolio strategy, alternative investments, institutional client servicing, risk analytics, performance analysis, and manager due diligence.
- Design investment operations scenarios involving tools such as Bloomberg Terminal, Aladdin, Morningstar Direct, and enterprise portfolio/order management systems.
- Apply investment methodologies including Modern Portfolio Theory, factor investing, fiduciary standards, ESG integration, and portfolio risk management.
- Produce reference investment policy statements, portfolio strategies, investment analyses, and client-facing executive narratives.
- Evaluate AI-generated investment recommendations and analyses for accuracy, reasoning, risk awareness, and suitability.
- Develop structured evaluation rubrics that distinguish authentic professional investment judgment from generic textbook or exam-level knowledge.
- Incorporate considerations around SEC/FINRA compliance, fiduciary obligations, client reporting, and investment governance.
- Collaborate with project teams to maintain high standards of financial accuracy, consistency, and evaluation quality.
Required Qualifications
- 5+ years of professional experience as a Portfolio Manager, Wealth Advisor, Investment Professional, Asset Manager, or related role.
- Strong expertise in portfolio construction, investment strategy, wealth management, asset management, and financial analysis.
- Experience managing or advising on large-scale client portfolios, institutional mandates, or complex investment strategies.
- Strong understanding of portfolio risk, performance analytics, alternative investments, and manager due diligence.
- Familiarity with relevant investment regulations, fiduciary standards, and client reporting requirements.
- Excellent analytical, financial reasoning, and written communication skills.
- Ability to work independently in a fully remote environment.
Preferred Qualifications
- Experience working at a Fortune 500 asset manager, private bank, wirehouse, or institutional investment organization.
- Experience with BlackRock, Vanguard, Morgan Stanley, Goldman Sachs, JPMorgan, or similar financial institutions.
- Proficiency with Bloomberg Terminal, Aladdin, Morningstar Direct, or enterprise portfolio and order management systems.
- Experience with alternative investments, institutional portfolios, private wealth, or complex fiduciary mandates.
- Experience creating investment training materials, evaluation rubrics, portfolio documentation, or analytical frameworks.
- Familiarity with AI, machine learning, financial data annotation, or AI model evaluation is a plus.
Compensation
- Competitive compensation of $70–$80/hour.
- Hourly contract engagement.
- Fully remote opportunity.
- Flexible work arrangement based on project requirements.
Application Process
- Easy Apply on LinkedIn
- Complete the required screening questions
- Complete a short assessment based on your professional background
- Participate in the interview/evaluation stage
- Hiring team review and final selection
Wealth & Asset Management Expert (Remote | $70–$80/hr) in West End employer: Synthires
Join a forward-thinking company that values your legal expertise while offering the flexibility of remote work. With competitive compensation and a culture that fosters collaboration across disciplines, you'll have the opportunity to contribute to innovative AI projects that shape the future of legal technology. This role not only allows for meaningful engagement in corporate law but also provides avenues for professional growth in an evolving field.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth & Asset Management Expert (Remote | $70–$80/hr) in West End
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Synthires for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Wealth & Asset Management Expert (Remote | $70–$80/hr) in West End
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Synthires. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Synthires. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Synthires
✨Show Off Your Financial Savvy
When you're talking with Synthires, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Synthires.
