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Investment Specialist

Crossing Hurdles

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Original Job Summary

Investment Specialist Role at Investment Specialist

Crossing Hurdles, a recruitment firm, refers top candidates to partners working with the world’s leading AI research labs. This role helps build and train cutting-edge AI models in private wealth management.

Position Details

Type: Hourly ContractCompensation: $100/hrLocation: RemoteDuration: Minimum 4-week engagement with possible extensions or rotationsCommitment: At least 10 hours/week with a fully asynchronous schedule

Role Responsibilities

  • Provide subject matter expertise in private wealth management with specialization areas such as client personalization, performance management, alternative investments, or tax-loss harvesting.
  • Support AI research teams by contributing to the development, evaluation, and calibration of AI systems that replicate real-world wealth management workflows.
  • Deliver precise feedback on AI-generated outputs for investment portfolios and client management.
  • Collaborate asynchronously with teams to enhance AI accuracy and decision-making.

Qualifications

  • Strong experience in private wealth management at leading firms.
  • Proven expertise in at least one specialization area mentioned.
  • Ability to work independently with a flexible, asynchronous schedule.
  • Access to a desktop or laptop computer (Chromebooks not supported).

Application Process

Submit your resume emphasizing relevant private wealth management experience. Selected applicants will be contacted with next steps.

Key skills/competency

  • Private Wealth Management
  • Client Personalization
  • Performance Management
  • Alternative Investments
  • Tax-loss Harvesting
  • AI Integration
  • Asynchronous Collaboration
  • Feedback Delivery
  • Financial Expertise
  • Flexible Schedule

How to Get Hired at Crossing Hurdles

🎯 Tips for Getting Hired

  • Customize your resume: Highlight wealth management and AI integration experience.
  • Research Crossing Hurdles: Review their client success stories and partners.
  • Emphasize technical skills: Detail asynchronous work and feedback abilities.
  • Prepare for interviews: Practice discussing private wealth challenges.

📝 Interview Preparation Advice

Technical Preparation

Review wealth management regulations.
Study AI integration case studies.
Familiarize with performance analysis tools.
Practice delivering analytical feedback.

Behavioral Questions

Describe a time you solved a complex problem.
Explain handling deadline pressure in finance.
Discuss managing tasks independently.
Discuss adapting to asynchronous teamwork.