Lead Investment Research Analyst

Lincoln Financial Group; Radnor Township (PA); Hybrid; USD 135,000 - 217,000; Full time

Benefits offered by this job

Leadership training and development

PTO/Parental leave

Financial counseling and EAP

Tuition assistance

Flexible work arrangements

Tech tools training

Job summary

Lincoln Financial Group in Radnor, PA is seeking a seasoned investment research professional to manage manager-of-managers research, with emphasis on fixed income and international equities. You will oversee investment option screening, present findings to senior stakeholders, and collaborate with portfolio management to optimize multi-asset allocations.

The role requires a strong background in fund research, proficiency with Morningstar Direct and eVestment, advanced Excel/PowerPoint skills,

Qualifications

• 4 Year/Bachelor's degree (or equivalent).
• 5+ years of experience in manager/fund research & analysis in fixed income, global/international equities, or US equities.
• Experience in mutual funds.
• Proficiency with research tools (Morningstar Direct, eVestment, etc.).
• Expertise in Microsoft Excel and PowerPoint with ability to illustrate complex information in slides.
• Strong written and oral communication; ability to convey investment concepts to diverse audiences.
• Strong analytical and organizational skills; ability to multi-task with attention to detail.
• Familiarity with CFA or pursuing it is a plus.

Responsibilities

• Function as a resource in selection and oversight of investment options across Lincoln products.
• Oversee screening and ongoing evaluation process for investment options.
• Present research findings and performance to internal stakeholders and LVIP Board of Trustees.
• Provide insights on multi-asset class options within diversified portfolios.
• Conduct on-site due diligence visits with investment managers with Portfolio Managers.
• Recommend changes to investment committees and product lines as applicable.
• Provide competitive intelligence and complex analysis for ongoing benchmarking.
• Support sales teams and training for investment products.
• Lead use of core analytical tools (Morningstar, etc.) used by Research and Portfolio Management.
• Design analytics, risk reports, attribution, and stress testing for managed funds.

Skills

Analytical skills

Communication

Relationship management

Excel

PowerPoint

Financial markets

Education

Bachelor's degree

CFA candidacy

Tools

Morningstar Direct

eVestment

Excel

PowerPoint

Job description

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

This role will provide research & due diligence across Lincoln’s manager-of-managers platform, with an emphasis on fixed income and international equity strategies. They will provide investment expertise and insight regarding the selection, oversight and placement of asset management solutions across Lincoln's product lines.

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 and leadership attributes

• Leadership development and virtual training opportunities
• PTO/parental leave
• 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 - $216,600 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.

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 .

This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.