Senior Investment Analyst - AI-Driven Asset Allocation

Lumen; Augusta (ME); Remote; USD 80,000 - 113,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Voluntary lifestyle benefits

Job summary

Lumen’s Investment Management Team seeks a Senior Investment Analyst to shape investment strategy, asset allocation, and portfolio construction for retirement plans. The role offers exposure to public and private markets within a lean, collaborative team and emphasizes intellectual curiosity and long-term investing.

The ideal candidate has a strong foundation in finance, 3–10 years in institutional investing, and comfort with data analytics and AI-enabled research.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related field.
• 3 to 10 years of experience in institutional investing, asset management, investment consulting, or a related field.
• Strong foundation in investment, finance, economic, and capital market concepts.
• Demonstrated analytical, quantitative, and problem-solving capabilities.
• Effective written and verbal communication skills with the ability to present complex information clearly.
• Commitment to fiduciary responsibility, consistently acting with care, loyalty, and prudence in the best interests of plan participants.
• Proficiency with Excel and investment research platforms such as Bloomberg, Morningstar, eVestment, or similar tools.
• Strong attention to detail and ability to balance detailed analysis with portfolio-level thinking.
• Demonstrated commitment to continuous learning and professional development.
• Curiosity about financial markets and a passion for investing.
• Interest in leveraging emerging technologies, including AI, to improve investment research and decision-making.

Responsibilities

• Conduct quantitative and qualitative research to generate market insights and support investment decision-making.
• Analyze a broad range of investment strategies and asset classes to inform portfolio construction and asset allocation decisions.
• Assist in the development and maintenance of capital market assumptions, portfolio analytics, and optimization models.
• Evaluate portfolio positioning, performance attribution, risk exposures, and investment outcomes across strategies.
• Participate in investment discussions by providing thoughtful analysis, challenging assumptions, and contributing new ideas.
• Research trends, innovations, and best practices in defined contribution investing, retirement solutions, and institutional asset management.
• Support due diligence and monitoring of external investment managers across public and private markets.
• Leverage technology, data analytics, and artificial intelligence tools to enhance research processes and investment insights.

Skills

Quantitative analysis

Qualitative research

Investment research

Portfolio construction

Excel

Bloomberg

Morningstar

eVestment

Education

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

Tools

Bloomberg

Morningstar

eVestment

Job description

Lumen’s Investment Management Team seeks a Senior Investment Analyst to shape investment strategy, asset allocation, and portfolio construction for retirement plans. The role offers exposure to public and private markets within a lean, collaborative team and emphasizes intellectual curiosity and long-term investing.

The ideal candidate has a strong foundation in finance, 3–10 years in institutional investing, and comfort with data analytics and AI-enabled research.