Funds Strategy Analyst - Hybrid Investment Analytics

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

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.