Investment Operations Analyst

Full-time - Mid Level

Hybrid - Concord, NH

Telecommunications

About the position

The Investment Operations Analyst at Lumen plays a crucial role in managing the operational needs associated with the company's retirement and employee benefit plan assets. This position requires strong analytical, communication, and technology skills, and involves collaboration with various stakeholders including CIM staff, custodian bank representatives, service providers, and asset managers. The Analyst will be part of a small team within CIM's Investment Operations & Compliance Team, focusing on improving operational investment processes and reporting.

Responsibilities

• Generate and analyze trust and investment-related reporting covering investment performance, expenses, investment accounting, and compliance.
• Provide primary support for processing and analyzing trust expenses, including payments, budgeting, and benchmarking.
• Monitor and facilitate all trust-related cash flows, ensuring compliance with regulatory requirements and appropriate fiduciary oversight.
• Update CIM Board-level reports for all trusts, including asset allocation exposures, performance data, and investment-related operational, actuarial, and regulatory information.
• Communicate directly with asset managers to facilitate investment-related operational requirements and portfolio management.
• Work with Compliance Manager on various tasks, projects, and reports to ensure trust compliance with regulatory and internal requirements.
• Partner with CIM team members to ensure custody bank information and reporting is accurately reflected in Lumen's and the individual trust's financial statements.
• Cross-train with IOC Team Managers to ensure redundancy on critical tasks and verify that key operational procedures are accurate and current.
• Monitor, update, and implement operational procedures to ensure processes are efficient and effective.
• Perform daily compliance functions for internally managed investment strategies.
• Collaborate and establish strong, effective working relationships with CIM Team members, service providers, and investment managers to establish best practices.
• Provide ad-hoc CIM administrative support as needed.

Requirements

• Bachelor's degree in Business or related field from an accredited four-year institution.
• Three years of related experience in accounting, investment management, finance, information technology, or back-office operations in an investment or corporate finance setting.
• High level proficiency in Microsoft Office software applications, particularly Excel, PowerPoint, and MS Teams.
• Located within commuting distance of Denver, Colorado (hybrid work environment).

Nice-to-haves

• Five years of relevant experience in financial markets, preferably in operations or back-office roles.
• Advanced proficiency in Excel, including VBA, pivot tables, and database management tools.
• Proficiency in Power BI and Python programming.
• Desire to pursue (or progress towards) Chartered Financial Analyst (CFA) or Certified Investment Performance Measurement (CIPM) designation.
• Basic knowledge of pension fund management and 401(k) plans.

Benefits

• Health insurance coverage
• Life insurance coverage
• Dental insurance coverage
• 401k retirement savings plan
• Flexible work environment
• Paid holidays
• Paid time off (PTO)
• Employee discounts
• Professional development opportunities