Analyst, Investments Strategy & Analytics

Lincoln Financial Group

  • Radnor, PA
  • $69,000-124,600 per year
  • Permanent
  • Full-time
  • 28 days ago
Alternate Locations: Radnor, PA (Pennsylvania); Fort Wayne, IN (Indiana)Work Arrangement:Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln officeRelocation assistance: is not available for this opportunity.Requisition #: 74952The Role at a GlanceThe Analyst on the Funds Strategy & Analytics Team is a key contributor to the reporting and analysis efforts across Lincoln Funds Management team’s manager of manager’s platform which includes public fixed income, public equity, and alternative strategies. You will be part of a team responsible for providing reporting insights and analytics on current and prospective funds across Lincoln’s product lines including Annuities, Life, and Retirement Plan Services. You will be part of a team who oversees assets totaling $174B, $92B of which is Lincoln’s proprietary variable insurance trust mutual funds. You will regularly interact with senior management, Lincoln Variable Insurance Product Trust (LVIP) Board of Trustees, and Lincoln’s internal clients.What you'll be doingResearch and Analysis
  • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate current trends and developments in current and future solutions.
  • Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for their assigned area(s) of responsibility in addition to routine reporting.
  • Identifies and recommends process improvements that significantly reduce workloads or improve quality for their assigned area(s) of responsibility.
  • Consults/Analyze on more complex assignments and/or projects for their assigned area(s) of responsibility.
  • Performs duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures, and processes.
  • Performs other duties as required.
Performance Measurement
  • Ability to manipulate and extract data/trend analysis from large and complex data sets (excel, access, etc.)
  • Use core analytical tools, both internal and external (e.g., Morningstar, Dataiku), that are used by the Funds Management teams.
  • Help design and maintain portfolio analytics, risk reports, performance attribution, proformas, etc. for the investment backing Lincoln’s separate account products.
  • Interest in and ability to utilize AI tools to automate workflows, analyze large datasets, and provide key insights (preferred).
Relationship Management
  • Demonstrated strong relationship management skills with internal clients (e.g., management, peers, and colleagues); proven ability to develop collaborative approaches.
  • Establish and maintain working relationships with key contacts across fund partner organizations.
Change Management
  • Direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within the Funds Management Team.
What we’re looking forEducation
  • 4 Year/bachelor’s degree (or equivalent) (Minimum Required)
Experience
  • 3-5 years experience in mutual funds and experience in manager/fund research and risk analytical tools (e.g., Morningstar, Lipper, FactSet, eVestment, Barra, Aladdin, or other similar tools).
  • Expertise in Microsoft Office suite (Excel, Word, PowerPoint, Outlook) with ability to illustrate complicated information succinctly in slides and charts for the benefit of senior management.
  • Demonstrated strength in written and oral communication. Ability to communicate investment concepts to a variety of audiences.
  • Demonstrates strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
  • Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • A demonstrated record of consistently meeting and/or exceeding performance expectations. Work hard and strive for excellence.
Application DeadlineApplications for this position will be accepted through October 1st, 2025 subject to earlier closure due to applicant volume.What’s it like to work here?At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.What’s in it for you:Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributesLeadership development and virtual training opportunitiesPTO/parental leaveFree financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingThe pay range for this position is $69,000 - $124,600 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.About The CompanyLincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.Lincoln is committed to creating environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.Follow us on , , , , and . For the latest company news, visit our .Be Aware of Fraudulent Recruiting ActivitiesIf you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.Additional InformationThis position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.This Employer Participates in E-Verify. See the notices.Este Empleador Participa en E-Verify. Ver el avisos.

Lincoln Financial Group