Job Information
Lumen Investment Operations Analyst CIM in Helena, Montana
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.
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 is looking for an enthusiastic and detail-oriented Investment Operations Analyst to join our dynamic team. This role offers a unique opportunity to work in a collaborative environment, interacting with CIM staff, custodian bank representatives, service providers, and investment managers. Reporting to the Director of Investment Operations, the Analyst will be part of the Investment Operations & Compliance Team (IOC Team) and will focus on key deliverables that support CIM’s objectives.
Location
This role is designated as fully remote, US.
The Main Responsibilities
Lead the generation and analysis of comprehensive reports on investment performance, expenses, accounting, and compliance.
Maintain and update CIM Board-level reports on asset allocation, performance data, and investment-related operational, actuarial, and regulatory information.
Utilize advanced data analysis tools and techniques to extract and summarize information, generating actionable insights.
Collaborate with CIM team members to ensure accurate reflection of custody bank information and reporting in financial statements and internal reports.
Engage with asset managers to facilitate operational requirements and provide portfolio management and performance updates.
Manage, direct, and analyze trust cash flows, including benefit payments, account transfers, capital calls, fund distributions, and invoice payments, ensuring regulatory compliance and fiduciary oversight.
Partner with the Compliance Manager on projects and reports to ensure adherence to regulatory and internal compliance standards.
Continuously monitor, update, and implement operational procedures to enhance efficiency and effectiveness. Perform daily compliance functions for internally managed investment strategies.
Drive operational efficiencies through the integration of cutting-edge technology, including AI tools, across CIM
What We Look For in a Candidate
Required
Bachelor’s degree in business or a related field, including data analytics.
At least three years of related experience in data analytics, accounting, finance, investment management, IT, or back-office operations.
Proficiency in Power BI.
Familiarity with investment and accounting concepts.
Preferred
Python programming and familiarity with CoPilot and other AI tools
Basic knowledge of pension fund management and 401(k) plans
Compensation
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.
Location Based Pay Ranges:
$78,908 - $105,210 in these states: AL, AR, AZ, FL, GA, IA, ID, IN, KS, KY, LA, ME, MO, MS, MT, ND, NE, NM, OH, OK, PA, SC, SD, TN, UT, VT, WI, WV, and WY.
$82,856 - $110,471 in these states: CO, HI, MI, MN, NC, NH, NV, OR, and RI.
$86,804 - $115,731 in these states: AK, CA, CT, DC, DE, IL, MA, MD, NJ, NY, TX, VA, and WA.
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental. emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
Benefits (https://jobs.lumen.com/global/en/benefits-statement)
Bonus Structure
#LI-LM1
Requisition #: 337276
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 (https://jobs.lumen.com/global/en/faq) . 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.
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.
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.
Application Deadline
03/15/2025