Lead Investment Research Analyst

Lincoln Financial Group; Radnor, Northern (Delaware County, KY); Hybrid; USD 135,000 - 217,000; Full time

Job summary

Lincoln Financial Group is seeking a seasoned investment research professional to lead selection and oversight of mutual funds and portfolios across Lincoln's retirement product lines. You will conduct due diligence, analyze performance, and present findings to senior leaders and boards, guiding asset allocation decisions.

Collaborating with portfolio managers and external managers, you will develop analytics, manage risk reporting, and support sales and thought leadership initiatives while

Qualifications

• Bachelor's degree or equivalent required.
• 5+ years in manager/fund research and analysis.
• Experience with mutual funds and fund analytics tools.
• Proficient in Excel and PowerPoint; strong communication.
• Ability to present complex data to senior management.
• Excellent organizational and multitasking skills.
• Strong relationship management with internal and external stakeholders.

Responsibilities

• Oversee selection and oversight of investment options.
• Screen and evaluate investment options.
• Present research findings to stakeholders and LVIP Board.
• Collaborate with portfolio management on multi-asset class options.
• Perform on-site due diligence visits with managers.
• Recommend changes to investment committees and product lines.
• Lead use of analytics tools like Morningstar for risk and performance.
• Support sales and training for investment products.

Skills

Morningstar Direct

eVestment

Excel

PowerPoint

Communication skills

Analytical thinking

Relationship management

Education

Bachelor's degree

Tools

Morningstar Direct

eVestment

Job description

Be Aware of Fraudulent Recruiting Activities: 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.

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Alternate Locations: Radnor, PA (Pennsylvania)

Work Arrangement:

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

Relocation assistance:is not available for this opportunity.

Requisition #:76731

The Role at a Glance

What you'll be doing

• Functions as a key resource in the selection and oversight of new and existing investment options offered in Lincoln variable life, variable annuity and retirement products.
• Oversees the screening and ongoing evaluation process for new and existing investment options.
• Presents research findings and performance results to internal stakeholders and potentially a broader group of constituents, such as the LVIP Board of Trustees.
• Collaborates with portfolio management teams to provide insight/analysis on the optimal use of multi-asset class investment options within broadly diversified portfolios.
• Conducts regular on-site due diligence visits with investment managers, usually alongside Portfolio Managers, in the selection and ongoing evaluation process to ensure that funds are managed in accordance with the stated investment policies.
• Recommends changes and/or actions, as appropriate, to further the objectives of investment committee(s) and Lincoln’s product lines.
• Provides competitive intelligence, including performing complex analysis and comparisons on an ongoing basis.
• Provides investment research subject matter expertise to various thought leadership research projects.
• Supports relationships with external consultants, asset allocation providers and research firms (e.g. Morningstar, eVestment, etc.).
• Provides consultative services to support sales efforts and training for investment products through regular interaction with sales teams, investment teams, and other internal clients.
• Leads the day-to-day usage of the core analytical tools, both internal and external (e.g. Morningstar), that are used by the Research and Portfolio Management teams.
• Designs and maintains analytics, risk reports, attribution, stress testing, etc. for managed funds in partnership with key internal stakeholders.
• Works closely with portfolio managers, external managers and analytic teams to understand investment portfolios, exposures and risks.
• Key contributor to risk management process across Lincoln's investment business including analyzing fund attribution & fund exposures, derivative exposures & risk, and potential impacts to the variable annuity hedge program, product pricing impacts.
• Contributes to the risk management process, including fund attribution and factor exposures, derivatives exposures and risks, and the potential impacts to Lincoln’s variable annuity hedge program.
• Participates in the relationship management of external asset/investment managers, including optimally leveraging their investment expertise, intellectual capital & best ideas while understanding Lincoln's overall mission & the feasibility of strategies

What we’re looking for

Must haves:

• 4 Year/Bachelor's degree (or equivalent) (Minimum Required).
• 5+ Years of experience in manager/fund research & analysis in fixed income, global/international equities, or US equities.
• Experience in mutual funds.
• Demonstrated expertise in fund industry research and analytical tools (Morningstar Direct, eVestment, or other similar tools).
• Expertise in Microsoft Excel 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.
• Strong analytical and critical thinking skills.
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Demonstrate strong relationship management skills with internal and external stakeholders (e.g. senior management, peers, and business lines).

Nice-to-haves:

• CFA or Progress towards CFA or other professional designations, or willingness to pursue professional designations.
• Familiarity with portfolio construction, asset allocation, modern portfolio theory, risk management and hedging.
• Strong knowledge of capital markets and industry trends.
• 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.
• Familiar with AI tools (Copilot / Claude).

Application Deadline

Applications for this position will be accepted through December 6th, 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 andleadership attributes

Leadership development and virtual training opportunities

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$135,375 - $216,600with 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.

Be Aware of Fraudulent Recruiting Activities

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 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].

This Employer Participates in E-Verify. See the E-Verify notices.