
Senior Investment Analyst
23 hours ago
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Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our differentiated, non-consensus insights, Lumida is reshaping how modern investors build and preserve wealth.
Who You Are
Markets Enthusiast – You're deeply passionate about investing, markets, and macro trends.
Analytical Thinker – You love digging into data, connecting dots, and making sense of complex systems.
Skilled Communicator – You can distill insights into compelling written narratives, charts, and reports.
Self-Starter – You thrive in an autonomous, decentralized research environment and take initiative without hand-holding.
Detail-Oriented – Precision matters to you—whether you're tracking exposures or documenting key insights.
Lifelong Learner – You're always reading, analyzing, and learning to deepen your market expertise.
Tech-Savvy – Comfortable navigating modern tools like Google Sheets, Trading View, GPT, Koyfin, and others.
High Performer – You've thrived in intense, high-achievement settings (academics, athletics, or work).
Results-Oriented – You care about outcomes and strive to deliver insights that drive real-world decisions.
What You'll Be Doing
- Conduct in-depth research across macro, sector, company earnings, and digital assets.
- Contribute to Lumida's newsletter and research publications with timely, thoughtful insights.
- Build and maintain robust chartbooks for macro, crypto, and sector-specific investment themes.
- Stay current with global markets and synthesize research into actionable investment ideas.
- Digest research across sell-side/buy-side sources, company calls, protocols, and podcasts to produce insightful notes.
- Track and monitor thematic equity baskets (e.g., meme stocks, GLP1s, bitcoin-sensitive equities) and generate a compelling daily narrative.
- Suggest sector/factor exposure adjustments based on portfolio positioning.
- Support trade execution with slippage and order analysis.
- Review portfolios for tax-loss harvesting and help implement strategies.
- Uphold a culture of discipline, ownership, and performance in every aspect of your work.
What We're Looking For
- A research-first mindset with the ability to connect macro trends to investment ideas.
- Strong writing and presentation skills—able to articulate complex ideas clearly.
- A team player who can also operate independently.
- Familiarity with tools like GPT, Koyfin, Google Sheets, Trading View, and others.
- Someone who takes initiative, is proactive about learning, and constantly pushes to improve.
- Passionate about both traditional and digital asset markets.
Minimum Qualifications
- CFA Charter or in progress
- 3+ years of experience in a professional, finance-related role
- 3.5+ CGPA
- Strong background in finance, economics, engineering, or a quantitative field
- Exceptional analytical and written communication skills
- Demonstrated ability to operate in high-performance, high-accountability environments
Why Join Lumida?
Work directly with a seasoned founder – Gain firsthand insights and mentorship from leadership with deep industry experience.
Be at the frontier – Join a dynamic, innovative firm at the cutting edge of crypto, wealth tech, and alternative investments.
Collaborate with talent – Team up with passionate professionals on a mission to transform the future of finance.
Grow with us – Enjoy real opportunities for learning, development, and upward mobility in a fast-scaling company.
Get rewarded – Competitive salary, equity upside, and a comprehensive benefits package.
At Lumida, you will join a team that values the holistic growth of both clients and employees. We offer an environment conducive to continuous learning, intellectual development, and impactful community engagement, all built on a foundation of exceptional investment expertise.
Can't wait to have you onboard
Seniority level- Seniority levelMid-Senior level
- Employment typeFull-time
- Job functionFinance and Sales
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