Senior Investment Analyst, Pension & Portfolio Strategy

Lumen; Santa Fe (NM); Remote; USD 80,000 - 118,000; Full time

Job summary

Lumen is a leading global network company seeking a Senior Investment Analyst to support investment strategy, asset allocation, and manager selection across retirement plans. This role offers broad exposure to public and private markets, requiring strong analytical skills, and inviting you to apply AI-driven insights to enhance investment research and decision-making.

Join a lean, collaborative team focused on long-term client outcomes. Candidates located anywhere in the U.S.

Qualifications

• Bachelor's degree in Finance, Economics, Business, Mathematics, or a related field.
• 3+ years of experience in institutional investing, asset management, investment consulting, or a related field.
• Strong knowledge of investments, finance, economics, and capital markets.
• Deep analytical, quantitative, and problem-solving skills, with attention to detail and the ability to balance detailed analysis with portfolio-level thinking.

Responsibilities

• Conduct quantitative and qualitative research to generate market insights and inform investment decisions.
• Analyze investment strategies and asset classes to support asset allocation and portfolio construction.
• Develop and maintain capital market assumptions, portfolio analytics, and optimization models.
• Evaluate portfolio positioning, performance, risk exposures, and investment outcomes.
• Contribute to investment discussions through rigorous analysis, constructive challenge, and new ideas.
• Research trends and best practices in defined contribution investing, retirement solutions, and institutional asset management.
• Support due diligence and ongoing monitoring of external managers across public and private markets.
• Use data, technology, and AI to enhance investment research, analytics, and decision-making.

Skills

Excel

Financial modeling

Data analysis

Communication

Education

Bachelor's degree in Finance or related field

Tools

Bloomberg

Morningstar

eVestment

Job description

Lumen is a leading global network company seeking a Senior Investment Analyst to support investment strategy, asset allocation, and manager selection across retirement plans. This role offers broad exposure to public and private markets, requiring strong analytical skills, and inviting you to apply AI-driven insights to enhance investment research and decision-making.

Join a lean, collaborative team focused on long-term client outcomes. Candidates located anywhere in the U.S.