Senior Investment Analyst

About the job
About Lumida

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!