About this role
The Analyst on the Funds Strategy Team is a key contributor supporting fund strategy, analytics, project management, and business reporting across Lincoln’s manager-of-managers investment platform. The role combines investment analysis, fund lineup oversight, cross-functional project coordination, stakeholder management, and executive-level communication. The analyst will help maintain and evaluate fund lineups supporting Lincoln’s insurance and retirement products, conduct quantitative analysis using internal and external data sources, and develop reports and presentations that communicate strategic recommendations to senior leadership, board stakeholders, and business partners. The position supports assets across equity, fixed income, multi-asset funds, and Lincoln’s proprietary variable insurance trust mutual funds.
What you'll be doing
- Support and coordinate cross-functional projects from planning through execution, managing timelines, deliverables, dependencies, and stakeholder communications.
- Maintain, monitor, and analyze fund lineups for insurance and retirement products, including performance, fees, risk metrics, product guideline compliance, and fund change activity.