Senior Investment Analyst (Remote) – Institutional & Retirement

Lumen; Phoenix (AZ); À distance; USD 80 000 - 118 000; Plein temps

Résumé du poste

Lumen is seeking a Senior Investment Analyst to support investment strategy, asset allocation, portfolio construction, and manager selection for its retirement plans. The role offers broad exposure to public and private markets within a lean, collaborative team, emphasizing analytical rigor, intellectual curiosity, and long-term investing.

The position involves a remote work option for candidates across the U.S., with a focus on data-driven research and the use of AI to enhance investment

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.
• 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.
• 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

Asset allocation

Portfolio construction

Research analytics

Excel

Bloomberg

Morningstar

eVestment

Communication of complex concepts

Team collaboration

Formation

Bachelor's degree in Finance / Economics / Business / Mathematics

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 selection for its retirement plans. The role offers broad exposure to public and private markets within a lean, collaborative team, emphasizing analytical rigor, intellectual curiosity, and long-term investing.

The position involves a remote work option for candidates across the U.S., with a focus on data-driven research and the use of AI to enhance investment