Remote Senior Investment Analyst - Retirement Assets

Lumen; Lincoln (NE); À distance; USD 80 000 - 107 000; Plein temps

Avantages offerts par ce poste

Benefits package

Résumé du poste

Lumen is seeking a Senior Investment Analyst to support investment strategy, asset allocation, and manager selection for retirement plans. The role offers exposure to public and private markets within a lean, collaborative team and requires strong analytical skills and a passion for long-term investing.

The ideal candidate brings 3+ years in institutional investing, proficiency with Excel and major research platforms, and CFA progression. Remote work within the U.S. is supported.

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.
• Excellent analytical and problem-solving skills with attention to detail and portfolio-level thinking.
• Ability to communicate complex investment concepts clearly and present recommendations.

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.
• Leverage data, technology, and AI to enhance research and decision-making.

Connaissances

Analytical skills

Quantitative

Communication

Detail-oriented

Collaboration

Formation

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

Outils

Bloomberg

Morningstar

eVestment

Excel

Description du poste

Lumen is seeking a Senior Investment Analyst to support investment strategy, asset allocation, and manager selection for retirement plans. The role offers exposure to public and private markets within a lean, collaborative team and requires strong analytical skills and a passion for long-term investing.

The ideal candidate brings 3+ years in institutional investing, proficiency with Excel and major research platforms, and CFA progression. Remote work within the U.S. is supported.