Investment Analyst - Junior Associate Program (Hybrid)

Lincoln Financial; Radnor (Delaware County); Hybrid; USD 59,000 - 95,000; Full time

Benefits offered by this job

PTO/Parental leave

Competitive 401K

Tuition assistance

Financial counseling

Flexible work arrangement

Job summary

Lincoln Financial in Radnor, PA is seeking a Junior Associate to join the Investments team in a full-time hybrid program. Analysts are embedded on a specific investment team and will gain exposure to Lincoln's $300 billion investment platform, including general account and funds management.

You will conduct macroeconomic research, prepare investment memos, support portfolio monitoring, and collaborate with portfolio managers and external managers.

Qualifications

• Interest in capital markets, investment strategy, and financial analysis.
• Proficiency in Excel and PowerPoint, ability to manipulate data and create visuals.
• Willingness to learn Python and SQL.

Responsibilities

• Conduct macroeconomic, market and multi-asset research.
• Prepare investment memos and presentations.
• Support portfolio monitoring and performance attribution.
• Participate in data-driven investment initiatives.
• Collaborate with portfolio managers and external managers.
• Assist in developing basic recommendations from data insights.

Skills

Capital markets

Investment analysis

Excel

PowerPoint

Python/SQL

Tools

Python

SQL

Job description

Lincoln Financial in Radnor, PA is seeking a Junior Associate to join the Investments team in a full-time hybrid program. Analysts are embedded on a specific investment team and will gain exposure to Lincoln's $300 billion investment platform, including general account and funds management.

You will conduct macroeconomic research, prepare investment memos, support portfolio monitoring, and collaborate with portfolio managers and external managers.