
Investment Portfolio Specialist
1 day ago
Lumida Wealth is a New York-based venture-backed AI-driven wealth management startup that combines finance and cutting-edge technology to serve high-net-worth clients.
We're seeking a detail-oriented research analyst to support our CIO Team in decision-making and strategic planning.
This role involves consuming and generating research across macro, company earnings, and digital assets, as well as monitoring investment themes, trends, performing competitive analysis, and supporting research activities of the CIO team.
Key Responsibilities:
- Assist/Conduct research on various topics (e.g., macro, sector views, company earnings, protocol research) and contribute to our newsletter and other written publications.
- Build and maintain Lumida 'chartbooks' covering Macro, Crypto, Banking Sector, and various Investment Themes.
- Remain up-to-date on market trends through extensive reading and research, translating insights into actionable strategies.
- Monitor portfolio net exposures to sectors, factors, and investment themes, suggesting exposure adjustments as necessary.
- Track the performance of thematic baskets, such as meme stocks, biotech stocks, bitcoin-sensitive equities, GLP1s, China-focused stocks, and heavily shorted stocks, and generate a daily narrative.
- Implement long and short strategies developed by our research and portfolio management team.
- Assist with trade analysis – slippage and order execution.
- Maintain a culture of personal accountability and strive for excellence in market performance.
Qualifications:
- 1-3 years of experience in a professional work environment.
- A background in finance, economics, or a technical engineering field is beneficial.
- Strong analytical ability and excellent written communication skills.
- Strong preference for candidates pursuing CFA Charter.
- Open to various levels of experience, with a deep commitment to mastering financial markets.
What We Offer:
- Competitive salary, equity, and benefits package.
- Opportunities for professional growth and development.
- Dynamic and innovative work environment.
We value the holistic growth of both clients and employees, offering an environment conducive to continuous learning, intellectual development, and impactful community engagement, all built on a foundation of exceptional investment expertise.
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