Senior Investment Analyst, Institutional & AI-Driven Research

Lumen; Richmond (VA); Remote; USD 88.000 - 118.000; Vollzeit

Zusammenfassung

Lumen’s Investment Management Team, based in Denver with remote consideration within the U.S., seeks a Senior Investment Analyst. You will shape investment strategy, build portfolios, and select managers for large retirement plans, combining strong analytics with curiosity about AI-driven investing.

The role offers broad exposure to public and private markets, a lean team, and opportunities for professional growth in a collaborative environment.

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Analytical skills

Quantitative analysis

Portfolio construction

Asset allocation

Investment research

Excel proficiency

Written and verbal communication

Fiduciary responsibility

Ausbildung

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

Tools

Bloomberg

Morningstar

eVestment

Excel

Jobbeschreibung

Lumen’s Investment Management Team, based in Denver with remote consideration within the U.S., seeks a Senior Investment Analyst. You will shape investment strategy, build portfolios, and select managers for large retirement plans, combining strong analytics with curiosity about AI-driven investing.

The role offers broad exposure to public and private markets, a lean team, and opportunities for professional growth in a collaborative environment.