Senior Investment Analyst: AI-Driven Asset Strategy (Remote)

Lumen; Salem (OR); Remote; USD 85,000 - 113,000; Full time

Job summary

Lumen, a trusted network for AI-powered workloads, is seeking a Senior Investment Analyst to support strategy, asset allocation, portfolio construction, and manager research for retirement plans. This remote role offers broad exposure to public and private markets within a lean, collaborative team.

The ideal candidate brings strong analytical skills, sound judgment, and a passion for financial markets and long-term investing, with a CFA designation or progress toward it preferred.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, Mathematics, or related field.
• 3+ years of experience in institutional investing, asset management, or related field.
• Strong knowledge of investments, finance, and capital markets.
• Analytical, quantitative, and problem-solving skills with attention to detail.
• Ability to communicate complex investment concepts clearly to stakeholders.
• Proficiency in Excel and Bloomberg/Morningstar/eVestment.
• Experience in asset allocation, portfolio construction, manager research, performance attribution, risk management, or related areas.
• CFA designation or progress toward 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

Analytical skills

Investment knowledge

Communication skills

Excel proficiency

Education

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

Tools

Bloomberg

Morningstar

eVestment

Job description

Lumen, a trusted network for AI-powered workloads, is seeking a Senior Investment Analyst to support strategy, asset allocation, portfolio construction, and manager research for retirement plans. This remote role offers broad exposure to public and private markets within a lean, collaborative team.

The ideal candidate brings strong analytical skills, sound judgment, and a passion for financial markets and long-term investing, with a CFA designation or progress toward it preferred.