Investment Operations Financial Analyst Specialist
7 days ago
Lumen Technologies is a leading company in connecting the world. As an Investment Operations Financial Analyst Specialist, you will be part of the Investment Operations & Compliance Team (IOC Team) and focus on key deliverables that support CenturyLink Investment Management's objectives.
Job Description- Trust Reporting and Analysis
- Generate and analyze reports on investment performance, expenses, accounting, and compliance.
- Update and maintain CIM Board-level reports on asset allocation, performance data, and investment-related operational, actuarial, and regulatory information.
- Expense Management
- Process and analyze trust expenses, including payments, budgeting, and benchmarking.
- Trust Cash Flow Management
- Manage and analyze trust cash flows, including benefit payments, account transfers, capital calls, fund distributions, and invoice payments, ensuring regulatory compliance and fiduciary oversight.
- Communication and Collaboration
- Communicate with asset managers to facilitate operational requirements and provide portfolio management and performance updates.
- Collaborate with the Compliance Manager on projects and reports to ensure regulatory and internal compliance.
- Partner with CIM team members to ensure custody bank information and reporting are accurately reflected in financial statements and internal reports.
- Cross-train with IOC Team Managers to ensure redundancy on critical tasks and verify operational procedures.
- Compliance and Procedures
- Perform daily compliance functions for internally managed investment strategies.
- Monitor, update, and implement operational procedures for efficiency and effectiveness.
- Documentation and Technology
- Support the development and implementation of trust documentation processes and tools/systems.
- Enhance operational efficiencies through technology, including AI tools across CIM.
- Bachelor's degree in Business or a related field.
- Three to five years of related experience in accounting, finance, investment management, IT, or back-office operations.
- Advanced proficiency in Microsoft Office applications (Excel, Powerpoint, MS Teams), VBA, and database management tools.
- Proficiency in Power BI and Python programming a plus.
- Familiarity with CoPilot and other AI tools a plus.
- BASIC knowledge of pension fund management and 401(k) plans a plus.
- Candidates located within commuting distance of Denver, Colorado preferred (hybrid work environment).
- Excellent analytical, critical thinking, and problem-solving skills and strong attention to detail.
- Familiarity with investment and accounting concepts.
- Strong work ethic and a mindset oriented towards continuous improvement.
- Ability to use technology to enhance communication, deliver insights, and improve processes.
- Ability to prioritize responsibilities, work independently, and adapt to changing priorities.
- Strong interest in investments, capital markets, and back-office operations.
- Unquestionable integrity and high ethical standards.
The estimated salary range for this position is between $71,400 - $110,220 per year, based on location. This role offers a comprehensive benefits package, including health, life, voluntary lifestyle, and other perks that enhance physical, mental, emotional, and financial wellbeing.
Lumen Technologies 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.
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