Senior Investment Analyst - Institutional & AI-Driven

Lumen; Indianapolis (IN); Remote; USD 80,000 - 107,000; Full time

Benefits offered by this job

Health benefits

Job summary

Lumen—Denver-based investment team seeks a Senior Investment Analyst to shape strategy, asset allocation, and manager selection for retirement plans. You will contribute across public and private markets with a lean, collaborative group, combining strong analytical skills with curiosity about AI-enabled investing.

The role offers exposure to capital markets, hands-on portfolio construction, and ongoing professional development. Remote options are considered for qualified candidates.

Qualifications

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

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

Investment research

Portfolio analytics

Financial modeling

Communication skills

Fiduciary responsibility

Excel

Capital markets knowledge

Education

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

Tools

Bloomberg

Morningstar

eVestment

Job description

Lumen—Denver-based investment team seeks a Senior Investment Analyst to shape strategy, asset allocation, and manager selection for retirement plans. You will contribute across public and private markets with a lean, collaborative group, combining strong analytical skills with curiosity about AI-enabled investing.

The role offers exposure to capital markets, hands-on portfolio construction, and ongoing professional development. Remote options are considered for qualified candidates.