Junior Investment Analyst

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

Market-Curious – You're energized by financial markets, macro trends, and the evolving world of digital assets.

Always Learning – You're committed to mastering investing and thrive on continuous learning and research.

Analytical & Thoughtful – You enjoy synthesizing information into actionable insights and compelling narratives.

Strong Communicator – You write clearly, think critically, and can communicate complex topics effectively.

Tech-Savvy – You're fluent in tools like Google Sheets, Trading View, GPT, and Koyfin.

Detail-Oriented – Accuracy and precision are second nature to you, whether it's building a chartbook or tracking exposure.

Self-Starter – You're proactive, organized, and operate well with minimal supervision.

High-Achiever – You bring discipline and focus from past experiences in high-performing environments (academics, athletics, or professional roles).

Open to Feedback – You value mentorship and are always looking to improve.

What You'll Be Doing

• Conduct and support research on macro trends, sector analysis, company earnings, and crypto protocols.
• Maintain and expand Lumida's chartbooks across Macro, Crypto, Banking, and other investment themes.
• Track market news, trends, and investment narratives—turning them into actionable insights.
• Digest and summarize research content from podcasts, earnings calls, sell-side reports, and internal CIO meetings.
• Monitor exposure to sectors, themes, and factors; help propose strategic adjustments.
• Track thematic stock baskets (e.g., GLP1s, meme stocks, crypto equities) and contribute to our daily market narrative.
• Support the implementation of long and short investment strategies.
• Analyze trade execution and assist with slippage review.
• Participate in tax loss harvesting reviews and implementation.
• Contribute to a culture of high ownership, precision, and performance.

What We're Looking For

• Strong interest in investing, markets, and digital assets.
• Excellent research, writing, and analytical skills.
• Ability to break down complex topics and communicate them clearly.
• Comfortable working independently in a fast-paced, research-driven environment.
• Eager to learn from senior team members and grow within the firm.
• Bonus points if you're already consuming market content daily (podcasts, newsletters, reports, etc.).

Minimum Qualifications

• 1–3 years of experience in a professional or academic finance-related setting
• Background in finance, economics, or a quantitative/technical field
• Proficiency with tools like Google Sheets, GPT, Koyfin, Trading View
• Excellent written communication and analytical abilities
• Strong preference for candidates actively pursuing the CFA Charter
• Deep curiosity and commitment to understanding and mastering financial markets

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

• Entry level

• Full-time

• Finance and Sales