Senior Investment Analyst — Remote, AI-Driven Markets

Lumen; Annapolis (MD); À distance; USD 89 000 - 118 000; Plein temps

Avantages offerts par ce poste

Health benefits

Remote work flexibility

Résumé du poste

Lumen is seeking a Senior Investment Analyst to support investment strategy, asset allocation, portfolio construction, and manager research across Lumen’s retirement plans. This remote US role offers exposure to public and private markets within a lean, collaborative team.

The candidate should have a solid background in investments, finance, and capital markets, with 3+ years in institutional investing and CFA progress preferred; proficiency in Excel and Bloomberg/Morningstar/eVestment is

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
• Ability to communicate complex investment concepts clearly and present recommendations to stakeholders.
• Proficiency in Excel and investment research platforms such as Bloomberg, Morningstar, or eVestment.
• Experience in asset allocation, portfolio construction, manager research, performance attribution, risk management or portfolio analytics, and exposure to public and private market investment strategies.
• High integrity and demonstrated commitment to continuous learning and professional development
• Ability to contribute effectively in a collaborative, high-impact investment team.
• Interest in leveraging emerging technologies, including AI, to improve investment research and decision-making
• CFA designation or progress toward the CFA charter

Responsabilités

• 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.

Connaissances

Investment knowledge

Analytical skills

Communication

Portfolio analytics

Team collaboration

AI in investing

Formation

Bachelor’s degree in Finance

CFA designation or progress toward CFA

Outils

Bloomberg

Morningstar

eVestment

Excel

Description du poste

Lumen is seeking a Senior Investment Analyst to support investment strategy, asset allocation, portfolio construction, and manager research across Lumen’s retirement plans. This remote US role offers exposure to public and private markets within a lean, collaborative team.

The candidate should have a solid background in investments, finance, and capital markets, with 3+ years in institutional investing and CFA progress preferred; proficiency in Excel and Bloomberg/Morningstar/eVestment is