Remote Senior Investment Analyst — Portfolio & Strategy

Lumen; Atlanta (GA); Remote; USD 80,000 - 107,000; Full time

Job summary

Lumen seeks a Senior Investment Analyst to support investment strategy, asset allocation, portfolio construction, and manager research across retirement plans. The role offers broad exposure to public and private markets within a lean, collaborative team.

The ideal candidate brings strong analytical skills, intellectual curiosity, sound investment judgment, and a passion for financial markets and long-term investing. Remote opportunity open to the U.S.

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-level thinking.
• Ability to communicate complex investment concepts clearly and present recommendations to stakeholders.
• Proficiency in Excel and investment research platforms such as Bloomberg, Morningstar, or eVestment.
• Experience in asset allocation, portfolio construction, manager research, performance attribution, risk management or portfolio analytics, and exposure to public and private market investment strategies.
• High integrity and commitment to continuous learning and professional development.
• Ability to contribute effectively in a collaborative, high-impact investment team.
• Interest in leveraging emerging technologies, including AI, to improve investment research and decision-making.
• CFA designation or progress toward the CFA charter.

Responsibilities

• 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, constructive challenge, and new ideas.
• Research trends and best practices in defined contribution investing, retirement solutions, and institutional asset management.
• Support due diligence and ongoing monitoring of external managers across public and private markets.
• Use data, technology, and AI to enhance investment research, analytics, and decision-making.

Skills

Financial modeling

Asset allocation

Portfolio construction

Quantitative analysis

Risk management

Investment research

Communication skills

Bloomberg

Morningstar

eVestment

CFA designation or progress

Education

Bachelor’s degree in Finance, Economics, Business, Mathematics

CFA designation or progress toward CFA charter

Tools

Bloomberg Terminal

Morningstar Direct

eVestment

Job description

Lumen seeks a Senior Investment Analyst to support investment strategy, asset allocation, portfolio construction, and manager research across retirement plans. The role offers broad exposure to public and private markets within a lean, collaborative team.

The ideal candidate brings strong analytical skills, intellectual curiosity, sound investment judgment, and a passion for financial markets and long-term investing. Remote opportunity open to the U.S.