Remote Senior Investment Analyst, Pension & Portfolio Strategy

Lumen; Jackson (MS); À distance; USD 80 000 - 107 000; Plein temps

Résumé du poste

Lumen is seeking a Senior Investment Analyst to support investment strategy, asset allocation, portfolio construction, and manager selection across Lumen’s retirement plans. The role offers exposure to public and private markets within a collaborative team and emphasizes analytical rigor and long-term investing.

The ideal candidate has a strong background in finance, 3+ years in institutional investing, and proficiency with Excel and leading research platforms.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related field.
• 3+ years of experience in institutional investing, asset management, investment consulting, or a related field.
• Strong knowledge of investments, finance, economics, and capital markets.
• Deep analytical, quantitative, and problem-solving skills with attention to detail and portfolio thinking.
• Ability to communicate complex investment concepts clearly and present recommendations to stakeholders.
• Proficiency in Excel and research platforms such as Bloomberg, Morningstar, or eVestment.
• Experience in asset allocation, portfolio construction, manager research, performance attribution, risk management or portfolio analytics.
• High integrity and commitment to continuous learning and development.
• Ability to contribute effectively in a collaborative investment team.
• Interest in leveraging emerging technologies, including AI, to improve investment research and decision-making.
• CFA designation or progress toward CFA charter

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 and best practices in defined contribution investing and institutional asset management.
• Support due diligence and ongoing monitoring of external managers across markets.
• Use data, technology, and AI to enhance investment research and decision-making.

Connaissances

Analytical skills

Quantitative skills

Problem solving

Communication of complex concepts

Collaboration in a high-impact team

Interest in AI for research

Formation

Bachelor’s degree in Finance, Economics, Business, Mathematics, or related field

CFA designation or progress toward CFA charter

Outils

Excel

Bloomberg

Morningstar

eVestment

Description du poste

Lumen is seeking a Senior Investment Analyst to support investment strategy, asset allocation, portfolio construction, and manager selection across Lumen’s retirement plans. The role offers exposure to public and private markets within a collaborative team and emphasizes analytical rigor and long-term investing.

The ideal candidate has a strong background in finance, 3+ years in institutional investing, and proficiency with Excel and leading research platforms.