Capital Markets Quantitative Analyst: Research & Analytics

Lincoln Financial; Radnor (Delaware County); Hybrid; USD 69,000 - 125,000; Full time

Job summary

Lincoln Financial in Radnor, PA is seeking a Quantitative Research & Analytics Analyst to join the Capital Markets team. You will consult, analyze, and deliver on complex assignments, handling quantitative research, investment analytics, and risk management for internal and external stakeholders.

You will develop and interpret advanced investment models, hedging strategies, and reporting; collaborate with senior management; and contribute to portfolio risk management and reporting capabilities.

Qualifications

• Must have a 4 year/bachelor’s degree (or equivalent) in a quantitative field.
• 3–5+ years of experience in quantitative research, risk management, investments analytics and reporting, derivative pricing, and/or portfolio management.
• Ability to communicate effectively (verbal/written).
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Responsibilities

• Maintain knowledge on current and emerging development/trends and collaborate with senior management to incorporate new trends in solutions.
• Identify, recommend, and champion process improvements and organizational initiatives.
• Develop, enhance, and implement tools, reports, and/or new solutions for analyzing portfolio positioning, investment risk, performance evaluation and attribution analysis.
• Identify and execute process improvement and automation to improve quality across the team.
• Research, develop, implement and evaluate statistical or econometric models, risk/volatility models, and trading strategies as needed to manage portfolio risks and returns.
• Collaborate with external quantitative asset managers/funds through evaluation and due diligence.
• Identify hedging/risk management mechanisms to enhance existing strategies.
• Analyze risk/return across major asset classes and optimize portfolio risk/return profile.
• Develop investment analytics methodologies to ensure data quality and capture key risk factors.
• Advise management on risk factors and mitigation approaches.
• Summarize findings with data visualizations for broad audiences.
• Collaborate with internal stakeholders to deliver complex investment analytics and reporting.

Skills

Ability to communicate effectively

MS Office

Education

Bachelor’s degree in quantitative field

Tools

MATLAB

Python

R

SQL

Morningstar

Bloomberg

Power BI

Tableau

Job description

Lincoln Financial in Radnor, PA is seeking a Quantitative Research & Analytics Analyst to join the Capital Markets team. You will consult, analyze, and deliver on complex assignments, handling quantitative research, investment analytics, and risk management for internal and external stakeholders.

You will develop and interpret advanced investment models, hedging strategies, and reporting; collaborate with senior management; and contribute to portfolio risk management and reporting capabilities.