Remote Senior Investment Analyst - Pension & 401(k) Strategy

Lumen; Madison (WI); À distance; USD 80 000 - 107 000; Plein temps

Avantages offerts par ce poste

Health benefits

Life insurance

Voluntary lifestyle benefits

Résumé du poste

Lumen is seeking a Senior Investment Analyst to support investment strategy, asset allocation, portfolio construction, and manager research for CIM across Lumen’s retirement plans. This remote US role offers exposure to public and private markets within a lean, collaborative team.

Ideal candidates have 3+ years in institutional investing, strong analytical skills, and proficiency with Excel and major research platforms; CFA designation or progress toward CFA is strongly valued.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, Mathematics, or related field.
• 3+ years of experience in institutional investing, asset management, or related.
• Strong knowledge of investments, capital markets, and economics.
• Analytical, quantitative, detail-oriented with portfolio-level thinking.
• Clear communication of complex investment concepts to stakeholders.
• Proficient in Excel and investment research platforms (Bloomberg, Morningstar, eVestment).
• Experience in asset allocation, portfolio construction, manager research, and risk management.

Responsabilités

• Conduct quantitative and qualitative research to generate market insights and inform investment decisions.
• Analyze investment strategies and asset classes to support asset allocation and portfolio construction.
• Develop and maintain capital market assumptions, portfolio analytics, and optimization models.
• Evaluate portfolio positioning, performance, risk exposures, and investment outcomes.
• Contribute to investment discussions through rigorous analysis and new ideas.
• Research trends in defined contribution investing, retirement solutions, and institutional asset management.
• Support due diligence and monitoring of external managers across markets.
• Use data, technology, and AI to enhance investment research and decision-making.

Connaissances

Strong analytical skills

Quantitative skills

Clear investment communication

Excel proficiency

Bloomberg/Morningstar/eVestment

Asset allocation & portfolio analytics

Manager research & performance attr.

Risk management understanding

AI-enabled investment research

CFA designation or progress toward CFA

Formation

Bachelor’s degree in Finance/Economics/Business/Math

CFA designation or progress toward CFA

Outils

Bloomberg

Morningstar

eVestment

Description du poste

Lumen is seeking a Senior Investment Analyst to support investment strategy, asset allocation, portfolio construction, and manager research for CIM across Lumen’s retirement plans. This remote US role offers exposure to public and private markets within a lean, collaborative team.

Ideal candidates have 3+ years in institutional investing, strong analytical skills, and proficiency with Excel and major research platforms; CFA designation or progress toward CFA is strongly valued.