UK-based Principal, Public Markets

About this role

**1\. Role Overview** Mercor is partnering with a leading AI research organization to engage an experienced public-markets investment professional. You will lead the diagnosis of a public-markets portfolio, assess its positioning against current market conditions and relevant benchmarks, and develop practical recommendations covering asset allocation, fund and ETF selection, portfolio risk, rebalancing, and implementation. **2\. Key Responsibilities** - Evaluate holdings across public equities, fixed income securities, ETFs, funds, and other liquid investments. - Diagnose portfolio construction issues, concentration risks, asset-allocation gaps, and performance drivers. - Assess holdings against appropriate benchmarks and investment objectives. - Produce a structured market update covering relevant macroeconomic, sector, and asset-class developments. - Evaluate ETF and fund selection, including exposures, costs, liquidity, diversification, and suitability. - Develop evidence-based rebalancing recommendations. - Prepare clear implementation plans and proposed trade instructions. - Analyze performance, volatility, risk exposures, and benchmark-relative results. - Clearly document the reasoning supporting each recommendation. - Incorporate structured feedback from senior reviewers and iterate quickly on the work. **3\. Ideal Qualifications** - Approximately 8–10 years of professional public-markets investment experience. - Hands-on experience in portfolio management, asset allocation, ETF or fund selection, and portfolio-risk analysis. - Background at an institutional asset manager, Multi-Family Office, investment office, Hedge Fund, wealth manager, or comparable investment platform. - Experience as a Junior Portfolio Manager, Portfolio Manager, Investment Principal, Senior Investment Analyst, or similar professional is particularly relevant. - Strong understanding of public equities, fixed income, ETFs, funds, benchmarks, and portfolio implementation. - Experience producing market updates, portfolio diagnoses, rebalancing recommendations, and implementation plans. - Strong quantitative skills and proficiency with portfolio-performance and risk analysis. - CFA qualification is preferred but not required. - Exceptionally strong written communication and the ability to explain portfolio decisions with precision. - Detail-oriented, consistent, and comfortable having investment judgments reviewed and calibrated. - Prior experience with AI evaluation or structured investment-assessment projects is a plus. **4\. Application Process** - Submit your resume or relevant professional background to get started. - Qualified applicants may be asked to complete a brief investment assessment or provide additional information about their experience.

Eligible applicant countries

This role accepts applicants from:

• GBR

Skills & domains

• ai-training
• rlhf
• sme
• annotation
• Finance