Senior Investment Analyst - Pension & Asset Strategy

Lumen; Olympia (WA); Remote; USD 89,000 - 118,000; Full time

Job summary

Lumen, a leader in AI-ready connectivity, is seeking a Senior Investment Analyst to shape investment strategy for its retirement plans. The role offers exposure to public and private markets within a lean, collaborative team, and requires strong analytical capabilities.

Based in the Denver area with a preference for proximity, the position also considers highly qualified US-based remote candidates. You will conduct research, support asset allocation, and leverage data analytics and AI tools to

Qualifications

• Bachelor’s degree in Finance, Economics, Business, Mathematics, 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.
• Commitment to fiduciary responsibility and best interests of plan participants.

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.
• 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 and new ideas.
• Research trends, innovations, and best practices in defined contribution investing and institutional asset management.
• Support due diligence and monitoring of external investment managers across public and private markets.
• Leverage technology, data analytics, and AI tools to enhance research processes and insights.

Skills

Analytical skills

Quantitative analysis

Communication skills

Fiduciary responsibility

Attention to detail

Excel proficiency

AI interest

Education

Bachelor’s degree in Finance, Economics, Business, Mathematics

Tools

Bloomberg

Morningstar

eVestment

Excel

Job description

Lumen, a leader in AI-ready connectivity, is seeking a Senior Investment Analyst to shape investment strategy for its retirement plans. The role offers exposure to public and private markets within a lean, collaborative team, and requires strong analytical capabilities.

Based in the Denver area with a preference for proximity, the position also considers highly qualified US-based remote candidates. You will conduct research, support asset allocation, and leverage data analytics and AI tools to