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Remote New

Investment Operations Analyst

Lumen Technologies
$71,400.00 - $110,220.00 / yr
401(k)
United States
Nov 22, 2024

About Lumen

Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.

Lumen's commitment to workplace inclusion and employee support shines bright. We've made the Newsweek 2024 Greatest Workplaces for Diversity list and achieved a perfect score of 100 on the Human Rights Campaign Corporate Equality Index (CEI) for the fifth consecutive year. Plus, we're the top employer in the communications and telecom industry, ranking 12th overall across all industries in The American Opportunity Index.

We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.

The Role

CIM seeks an Investment Operations Analyst with excellent analytical, communication and technology skills to assist in managing the investment-related operational needs associated with Lumen's retirement and employee benefit plan assets. The Analyst will work in a collaborative, small team environment and will interact with CIM staff, custodian bank representatives, service providers, and asset managers. The Analyst will be part of CIM's Investment Operations & Compliance Team (IOC Team), representing a key role in helping CIM achieve its objectives. The Analyst will report to the Director of Investment Operations.

Working closely with IOC Team members, the Analyst will have responsibilities within all investment-related operational functionsThe Analyst will utilize best practices in and knowledge of investments and benefit plans to improve operational investment processes and reporting.

In this role, the Analyst will perform the essential duties and responsibilities outlined below, working closely with CIM's Director of Investment Operations, other IOC Team members and CIM staff.

The Main Responsibilities
  • Generation and analysis of trust and investment-related reporting covering investment performance, expenses, investment accounting and compliance
  • Primary support for the processing and analysis of trust expenses, including payments, budgeting, and benchmarking
  • Monitor and facilitate all trust-related cash flows, including capital calls, distributions, and invoices while 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
  • 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
What We Look For in a Candidate

Required

  • 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)

Preferred

  • 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
Legal Statements

In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Compensation

The starting salary for this role differs based on the employee's primary work location. Employees typically do not start at the top of the range, though compensation depends on each individual's qualifications.

Location Based Pay Ranges
$71,400 - $95,190 in these states: AR ID KY LA ME MS NE SC SD
$75,150 - $100,200 in these states: AL AZ FL GA IA IN KS MO MT ND NM OH OK PA TN UT VT WI WV WY
$78,910 - $105,210 in these states: CO HI MI MN NC NH NV OR RI
$82,670 - $110,220 in these states: AK CA CT DC DE IL MA MD NJ NY TX VA WA

As with the pay range variety that's based on the region of a country, specific offers are determined by various factors such as experience, education, skills, certifications and other business needs.

Requisition #: 335909

Background Screening

If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page. Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Equal Employment Opportunities

We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.

Disclaimer

The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.

Salary Range
Salary Min :

71400

Salary Max :

110220

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.

This position is eligible for either short-term incentives or sales compensation. Director and VP positions also are eligible for long-term incentive. To learn more about our bonus structure, you can view additional information here. We're able to answer any additional questions you may have as you move through the selection process.

As part of our comprehensive benefits package, Lumen offers a broad range of Health, Life, Voluntary Lifestyle and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. You can learn more by clicking here.

Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.

Note: For union-represented postings, wage rates and ranges are governed by applicable collective bargaining agreement provisions.


Application Deadline
12/06/2024
Applied = 0

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