Investment Manager

2 months ago

Bismarck, United States Lumen Inc Full time

Lumen Investment Manager - Bismarck, North Dakota

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. The Role CenturyLink Investment Management (CIM), a subsidiary of Lumen Technologies, Inc., is the investment fiduciary responsible for the management of Lumen’s employee benefit assets. The group manages $11.5 billion in assets across defined benefit pension, 401(k), and several smaller trusts. CIM is responsible for determining governance structure, designing and implementing investment strategies, developing investment policies, and managing vendor relationships. Reporting to the Director of Asset Allocation & 401(k), this role will have broad responsibility in helping to ensure that the Lumen 401(k) Plan and its individual investment options meet their objectives and the needs of the various stakeholders. The individual will work closely with all CIM teams and utilize external resources to help shape the strategic characteristics of the trust, manage the portfolio, and facilitate internal and external engagement through effective communication. Location Lumen has a strong preference for Denver applicants, but this role is designated fully-remote. The Main Responsibilities Help oversee the investment options in the 401(k), which are custom, white-label funds that CIM designs and manages, and include active multi-manager core funds, passive core funds, and multi-asset class target date funds. Assist in the management of custom target date fund portfolios, including setting strategic asset allocation, evolving the glide path, rebalancing, monitoring, and reporting. Analyze investment results and related metrics to provide a thorough understanding of the drivers of portfolio performance and characteristics. Develop effective communications materials for internal and external stakeholders, such as the board of directors and plan participants. Maintain a deep understanding of best practices in the 401(k) market and assist in the evaluation and determination of appropriate investment options for the Lumen Plan. Research new investment strategies and other potential improvements to investment options. Maintain productive relationships with investment managers, peer plans, service providers, and other industry contacts. Contribute to projects for the defined benefit pension and for the small trusts. What We Look For in a Candidate Undergraduate degree in business, finance, economics, or a related field. 5-10 years of applicable investment experience, preferably including working with 401(k) plans. Chartered Financial Analyst (CFA) designation or candidacy. Unquestionable integrity and the highest ethical standards. Critical thinking ability, curious and proactive mindset with an evident passion for investing. A deep understanding of investment theory and practice, and a drive to generate strong investment results. Ability to effectively communicate, both orally and in writing, to a broad range of audiences. A team-oriented and collegial style: i.e. the ability to work constructively with a broad variety of colleagues and contribute effectively to a team environment. Excellent analytical and modeling skills, including proficiency with Power BI, Excel, and preferably with other tools for investment and data analysis.

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