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The Analyst, Funds Strategy

Lincoln Financial
hybrid
Hybrid; Radnor, PA; Fort Wayne, IN; Greensboro, NC

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

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