Senior Investment Analyst – Pension & Market Strategy

Lumen; Montpelier (VT); Hybrid; USD 80,000 - 107,000; Full time

Job summary

Lumen is seeking a Senior Investment Analyst to help shape investment strategy, asset allocation, and portfolio construction for its retirement plans. You will work with a lean, collaborative team and gain broad exposure to public and private markets.

The role emphasizes analytical rigor, fiduciary responsibility, and the use of AI tools to enhance research. Denver-based preference exists, with consideration for qualified remote candidates in the U.S.

Qualifications

• Bachelor's degree in Finance, Economics, Business, Mathematics, or related field.
• 3 to 10 years of experience in institutional investing, asset management, investment consulting, or 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 ability to present complex information clearly.
• Commitment to fiduciary responsibility and acting in best interests of plan participants.
• Proficiency with Excel and investment research platforms such as Bloomberg, Morningstar, or eVestment.
• Strong attention to detail and ability to balance detailed analysis with portfolio-level thinking.
• Commitment to continuous learning and professional development.
• Curiosity about financial markets and investing.
• Interest in leveraging 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 analysis

Quantitative research

Portfolio construction

Risk management

Financial modeling

Communication

Fiduciary duty

Excel

Bloomberg

Morningstar

Education

Bachelor's degree in Finance

Tools

Bloomberg

Morningstar

eVestment

Job description

Lumen is seeking a Senior Investment Analyst to help shape investment strategy, asset allocation, and portfolio construction for its retirement plans. You will work with a lean, collaborative team and gain broad exposure to public and private markets.

The role emphasizes analytical rigor, fiduciary responsibility, and the use of AI tools to enhance research. Denver-based preference exists, with consideration for qualified remote candidates in the U.S.