Senior Investment Analyst - AI-Driven Portfolio (Remote)

Lumen; Boise (ID); Hybrid; USD 80,000 - 107,000; Full time

Job summary

Lumen, a Denver-based investment team, seeks a Senior Investment Analyst to shape investment strategy, asset allocation, and manager selection for its retirement plans. This role offers broad exposure to public and private markets within a lean, collaborative team.

The ideal candidate combines strong analytical capabilities with curiosity about financial markets and the use of AI tools to enhance research and decision-making.

Qualifications

• 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.

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

Analytical skills

Quantitative skills

Investment research

Financial modeling

Communication

Fiduciary responsibility

Education

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

Tools

Excel

Bloomberg

Morningstar

eVestment

Job description

Lumen, a Denver-based investment team, seeks a Senior Investment Analyst to shape investment strategy, asset allocation, and manager selection for its retirement plans. This role offers broad exposure to public and private markets within a lean, collaborative team.

The ideal candidate combines strong analytical capabilities with curiosity about financial markets and the use of AI tools to enhance research and decision-making.