Senior Investment Analyst - AI-Driven Retirement Portfolio

Lumen; Trenton (NJ); Remote; USD 89,000 - 118,000; Full time

Job summary

Lumen is seeking a Senior Investment Analyst to influence investment strategy, asset allocation, and manager selection for its retirement plans. This Denver-based role welcomes highly qualified remote candidates across the U.S., with a focus on rigorous analysis and long-term investing.

The ideal candidate will bring 3–10 years in institutional investing, strong quantitative skills, and experience with portfolio analytics and capital market assumptions.

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

Investment research

Portfolio analytics

Financial modeling

Excel

Bloomberg

Education

Bachelor's degree in Finance/Economics/Business

Tools

Bloomberg Terminal

Morningstar

eVestment

Excel

Job description

Lumen is seeking a Senior Investment Analyst to influence investment strategy, asset allocation, and manager selection for its retirement plans. This Denver-based role welcomes highly qualified remote candidates across the U.S., with a focus on rigorous analysis and long-term investing.

The ideal candidate will bring 3–10 years in institutional investing, strong quantitative skills, and experience with portfolio analytics and capital market assumptions.