Analyst, Funds Strategy

Lincoln Financial; Radnor (Delaware County); Hybrid; USD 79,601 - 145,100; Full time

Benefits offered by this job

Career development opportunities

PTO / parental leave

Competitive 401K and benefits

Job summary

Lincoln Financial in Radnor, PA, seeks an Analyst on the Funds Strategy Team to support fund strategy, analytics, project management, and business reporting across our manager-of-managers investment platform.

You will evaluate fund lineups for insurance and retirement products, perform quantitative analyses on large datasets, and develop executive-ready reports and dashboards for senior leadership.

Qualifications

• Proven project management ability: manage multiple concurrent projects, coordinate stakeholders, and drive initiatives to completion.
• Strong analytical and quantitative capabilities evaluating investment products, fund performance, and expense structures; advanced Excel and large-data experience.
• Excellent written and verbal communication; translate complex concepts into concise reports and presentations.
• Bachelor’s degree or equivalent experience.
• 3–5 years in investments, mutual funds, fund research, analytics, or related financial services.
• Advanced proficiency with Microsoft Excel, PowerPoint, and other Office applications.
• Interest in learning Python to support data analysis and automation.

Responsibilities

• Coordinate cross-functional projects from planning through execution, managing timelines and stakeholder communications.
• Maintain and analyze fund lineups for insurance and retirement products, including performance, fees, risk metrics, and product guideline compliance.
• Perform quantitative analysis using large datasets and identify meaningful trends and insights.
• Develop executive-ready reports, presentations, dashboards, and recommendations for leadership and stakeholders.
• Build relationships across investment partners and internal teams while navigating competing priorities.
• Utilize tools such as Morningstar and Dataiku for investment research and analytics.
• Identify opportunities to improve processes, reporting efficiency, data quality, and workflow automation.
• Stay current on industry trends, regulatory developments, and market changes impacting offerings.

Skills

Project management

Investment analysis

Written and verbal communication

Excel

Python (learning)

Data analysis

Education

Bachelor’s degree or equivalent experience

Tools

Dataiku

Morningstar

Claude AI / AI tools

Excel VBA/macros

PowerPoint

Job description

Alternate Locations: Radnor, PA (Pennsylvania); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina)

Work Arrangement: Hybrid: Employee will work 3 days a week in a Lincoln office

Relocation assistance: is not available for this opportunity.

Requisition #: 76399

The Role at a Glance

The Analyst on the Funds Strategy Team is a key contributor supporting fund strategy, analytics, project management, and business reporting across Lincoln’s manager-of-managers investment platform. The role combines investment analysis, fund lineup oversight, cross-functional project coordination, stakeholder management, and executive-level communication. The analyst will help maintain and evaluate fund lineups supporting Lincoln’s insurance and retirement products, conduct quantitative analysis using internal and external data sources, and develop reports and presentations that communicate strategic recommendations to senior leadership, board stakeholders, and business partners. The position supports assets across equity, fixed income, multi-asset funds, and Lincoln’s proprietary variable insurance trust mutual funds.

What You'll Be Doing

• Support and coordinate cross-functional projects from planning through execution, managing timelines, deliverables, dependencies, and stakeholder communications.
• Maintain, monitor, and analyze fund lineups for insurance and retirement products, including performance, fees, risk metrics, product guideline compliance, and fund change activity.
• Perform quantitative analysis using large and complex datasets and identify meaningful trends and insights.
• Develop executive-ready reports, presentations, dashboards, and recommendations for leadership and business stakeholders.
• Build and maintain relationships across investment partners, internal business teams, and key stakeholders while navigating competing priorities.
• Utilize analytical tools and data sources such as Morningstar, Dataiku, and other investment research platforms.
• Identify opportunities to improve processes, reporting efficiency, data quality, and workflow automation, including the application of AI tools where appropriate.
• Remain current on industry trends, regulatory developments, and market changes that may impact investment offerings and insurance products.

What We’re Looking For

Must haves:

• Proven Project Management Ability: Demonstrated success managing multiple concurrent projects, coordinating cross-functional stakeholders, tracking milestones, and driving initiatives to completion in a deadline-driven environment.
• Fund and Investment Analysis Skills: Strong analytical and quantitative capabilities with experience evaluating investment products, fund performance, expense structures, and related investment data. Advanced Excel skills and experience working with large datasets are required. Ability to understand which data points are most meaningful when analyzing mutual funds or investment strategies.
• Strong Written and Verbal Communication: Ability to translate complex investment and data-driven concepts into concise, polished communications, reports, and presentations. Proven relationship management skills, attention to detail, and the ability to influence, persuade, and manage competing stakeholder priorities.
• Bachelor’s degree or equivalent experience required.
• 3-5 years experience in investments, mutual funds, fund research, analytics, or related financial services disciplines.
• Advanced proficiency with Microsoft Excel, PowerPoint, and other Microsoft Office applications.
• Demonstrated track record of strong performance, initiative, problem solving, and continuous improvement.
• Interest and openness to learning Python to support data analysis and automation.

Nice to haves:

• Insurance or Asset Management Industry Experience: Familiarity with variable annuity, variable life, retirement, or other insurance-linked investment products, including awareness of industry and regulatory considerations.
• Advanced Data, Automation, and Presentation Tools: Experience using Excel VBA/macros, AI tools such as Claude, Dataiku, or similar technologies to improve analytics, reporting, and operational efficiency.
• Experience with Investment Data Vendors: Knowledge of Morningstar and other investment data providers, with the ability to validate and reconcile information across vendor platforms, SEC filings, and internal sources.

Application Deadline: Applications for this position will be accepted through October 1st, 2026 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 attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training

The pay range for this position is $79,601 - $145,100 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 Company

Lincoln 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 an inclusive 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 Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.

Be Aware of Fraudulent Recruiting Activities

If 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 [e-mail] if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This 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 [phone].

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