Analyst, Investments

Job title: Analyst, Investments in Radnor, PA at Lincoln Financial Group

Company: Lincoln Financial Group

Job description: Alternate Locations: Radnor, PA (Pennsylvania)Work Arrangement:Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln officeRelocation assistance: is not available for this opportunity.Requisition #: 74398The Role at a GlanceThe Investment Analyst on the Manager Selection and Portfolio Construction Team is a key contributor to the research and due diligence 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 investment expertise and insights regarding the selection, oversight, placement, and termination of asset managers 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.Reporting StructureReports to Vice President & Managing Director, Head of Fixed Income and International Equity Manager ResearchWhat you'll be doingResearch and Analysis

• As a member of the Research team, this position will have a supporting role regarding the selection, oversight, placement, and termination of new and existing investment strategies offered in Lincoln Annuity, Life, and Retirement products.


• Conduct regular due diligence meetings with investment managers, usually alongside the Portfolio Managers on the Funds Management team, in the selection and ongoing monitoring process to ensure that funds are managed in accordance with the stated investment process and investment thesis, and in line with market conditions.


• Regularly present research findings and performance results to the Manager Selection Team and potentially a broader group of constituents, such as the LVIP Board of Trustees and other internal clients.


• Recommend changes and/or actions, as appropriate, to further the objectives of Funds Management and Lincoln's product lines.


• Provide competitive intelligence, analysis, and comparisons on an ongoing basis.


• Provide research support to various thought leadership research projects that are undertaken within Funds management.


• Provide thought leadership support on investment strategies/market trends/investment themes through regular interaction with the Client Investment Strategies Team (CIS) and Lincoln Financial Distributors Team (LFD).

Performance Measurement

• Use core analytical tools, both internal and external (e.g. Morningstar, FactSet, Backstop), that are used by the Funds Management teams.


• Help design and maintain portfolio analytics, risk reports, performance attribution, stress testing, etc. for the investment strategies.

Relationship Management

• Interact with external asset managers, including optimally leveraging their investment expertise, thought leadership, and best ideas while understanding Lincoln's overall strategy and the feasibility of various strategies and positions within Lincoln's business lines.


• Work with other teams within Funds Management, including manager selection, multi-asset, strategy & analytics, operation, accounting, compliance, legal, broad Lincoln Investment Hedging & Sustainability team, and Lincoln business lines.

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 required. CFA and/or MBA preferred.

Experience

• 3-5+ years of experience in Financial Services with primary background in investment analysis, within the following asset classes: domestic and global fixed income, domestic and international equities, money market and financial derivatives.


• Experience in manager selection, portfolio construction, asset allocation, or risk management.


• Experience in mutual funds.


• Experience in manager/fund research and risk analytical tools (e.g. Morningstar, Lipper, FactSet, eVestment, Barra, Aladdin, or other similar tools).


• Expertise in Microsoft Excel, Access, Word and PowerPoint 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.


• Demonstrate strong relationship management skills with internal clients (e.g. senior management, peers, and colleagues); proven ability to develop creative and collaborative approaches.


• 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 track record of consistently meeting and/or exceeding performance expectations. Work hard and strive for excellence.


• Possesses a bias for action and avoids workplace distraction.

Application DeadlineApplications for this position will be accepted through June 15th, 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 a 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 [email protected] 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 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. 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.

Expected salary: $69000 - 124600 per year

Location: Radnor, PA

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