Quantitative Research & Analytics Analyst

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

Alternate Locations: Radnor, PA (Pennsylvania)

Work Arrangement:

Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office

Relocation assistance: is not available for this opportunity.

Requisition #: 74907

The Role at a Glance

We are excited to bring on a Quantitative Research & Analytics Analyst to join our Capital Markets team in Radnor, PA.

Background Details
As a Quantitative Res & Analytics Analyst, you will be responsible for consulting/analyzing and delivering on more complex assignments/projects for the team. You will act as a key resource regarding quantitative research, investment analytics, and risk management to internal/external stakeholders. You will generate investment portfolio analytics and enhance investment and reporting processes and capabilities. You will develop and interpret more complex investment analytics, quantitative investment models, and/or hedging strategies and reporting and deliver/results/presentations tailored for a wide variety of target audiences while ensuring industry standards are met. If this sounds like a role for you, please read on!

What you’ll be doing

• You will maintain knowledge on current and emerging development/trend, assess the impact and collaborate with senior management to incorporate new trends and developments in current and future solutions. You will direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
• You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality. In addition, you will participate in and/or contribute to projects and other initiatives set by management as needed.
• You will develop, enhance, and implement tools, reports, and/or new solutions for analyzing portfolio positioning, investment risk, performance evaluation and attribution analysis.
• You will identify and execute process improvement and automation that significantly improve quality across the team, department and/or business unit.
• You will research, develop, implement and evaluate statistical or econometric based multi-asset/equity models, risk/volatility models, and systematic investment/trading strategies as needed to manage and monitor portfolio risks, returns and volatility.
• You will work with, evaluate, oversee, and due diligence of external quantitative asset managers/funds.
• You will identify and recommend hedging/risk management mechanisms that would enhance existing strategies.
• You will conduct more complex analysis of the risk and return profile of all major asset classes in which Lincoln invests. In addition, you will aggregate the risk of the entire portfolio and optimize overall risk/return profile of investment portfolio.
• You will develop and enhance investment analytic approaches & methodology to ensure data quality and effectively capture key risk factors in investment portfolio.
• You will advise management of risk factors and identify potential mitigation approaches.
• You will summarize findings and utilize appropriate data visualizations to share analyses and facilitate understanding for a wide range of technical and non-technical audiences.
• You will collaborate with key internal stakeholders, serving as resource on investment risk, to develop and deliver more complex investment analytics and reporting that meet the needs of various lines of business and customers.

What we’re looking for

Must-have experience (Required):

• 4 Year/bachelor’s degree (or equivalent) in a quantitative field (e.g. financial engineering, computer science, economics, finance, mathematics, data science/statistics, actuarial science, engineering, or related).
• 3 – 5+ years of experience in quantitative research, risk management, investments analytics and reporting, derivative pricing, and/or portfolio management directly aligned to the specific responsibilities for this role.
• Ability to communicate effectively (verbal/written).
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to have Experience (Preferred):

• Advanced degree (MFE, MSCF).
• Certifications: CFA, FRM, CAIA or progress towards one.
• Proficient programming skills in MATLAB or Python or R, VBA for Microsoft Office (Excel, PowerPoint etc.), and SQL.
• Experience in Morningstar, Bloomberg, Power BI / Tableau, or other financial software or scripting languages.
• Strong financial acumen, research & analytical skills, and understanding of capital markets and financial derivatives (futures, options).
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

Travel Requirements

• Up to 10%

Application Deadline

Applications for this position will be accepted through September 26, 2025, 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
• Competitive 401K and employee benefits
• 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 $69,000 – $124,600 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 260-455-2558.

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