Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Analyst

$94.88k - $151.8k

Lincoln Financial Services

Alternate Locations: Radnor, PA (Pennsylvania); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina)

Work Arrangement:

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

Relocation assistance: is not available for this opportunity.

Requisition #: 76399

The Role at a Glance

What you'll be doing

What we're looking for

Application Deadline

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 $94,875 - $151,800 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.


Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.


Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. 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 View email address on click.appcast.io 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 View phone number on click.appcast.io.

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

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Investment Analyst in Radnor, PA vacancy
  •  ...Hirtle & Co. was founded in 1988 as the original investment office serving non-profits and philanthropic families. Our mission is to strengthen...  ...a better place. We are looking to add a talented investment analyst to our private equity team. The team is responsible for... 
    Suggested
    Internship
    Work at office
    Local area

    Hirtle & Co.

    Conshohocken, PA
    3 days ago
  •  ...Investment AnalystPitcairn's innovative Shared Single-Family Office® model provides unparalleled service to wealthy families and other...  ...and family governance support.Primary Function:The Investment Analyst supports Pitcairn's investment research and due diligence work... 
    Suggested
    Work at office
    Local area

    Pitcairn

    Conshohocken, PA
    4 days ago
  •  ...I'm partnering with a highly respected wealth management and advisory firm in King of Prussia that is seeking an Investment Operations Analyst to join its growing team. Recognized as a Best Place to Work, the firm is known for its collaborative culture, exceptional leadership... 
    Suggested
    Work at office

    Maximus Partners, LLC

    King of Prussia, PA
    4 days ago
  •  ...Wealth Management AnalystWealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s)/Private...  ...executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or... 
    Suggested
    Work experience placement
    Local area

    Morgan Stanley

    Conshohocken, PA
    2 days ago
  • Waldron Private Wealth (Waldron) is looking for a Sr. Investment Research Analyst to conduct research on the economy and markets, perform due diligence on new and existing opportunities within both public and private markets, and drive the communication of key market events... 
    Suggested
    Full time

    Waldron Private Wealth

    Wayne, PA
    4 days ago
  • $70k - $90k

    Data Analyst - 87IB6E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages...  ...we help shape the future. Overview The primary duties of the Investment Data Analyst is to drive and enhance data automation within Hartford... 
    Temporary work
    Work at office
    Flexible hours

    The Hartford

    Wayne, PA
    18 hours ago
  • Investment Accounting and Reporting Analyst 4 days ago Be among the first 25 applicants Direct message the job poster from QUAD, a SolomonEdwards Company An established and growing investment firm in the King of Prussia area is seeking an Investment Accounting and Reporting... 
    Full time
    Remote work

    QUAD, a SolomonEdwards Company

    King of Prussia, PA
    18 hours ago
  • $70k - $90k

    An insurance company in Wayne, Pennsylvania, is seeking a Data Analyst to drive data automation and standardization within the Investment Management Group. The role requires a Bachelor's degree in a relevant field, strong data visualization skills, and excellent communication... 

    The Hartford

    Wayne, PA
    18 hours ago
  • Investment Analyst FAS Product & Portfolio Strategy, is a vital component of Vanguard’s offer to our financial intermediary clients and prospects.  FAS has been one of the fastest growing centers of profitability for the Vanguard enterprise, and P&PS plays a key role in... 
    Full time

    Vanguard

    Malvern, PA
    13 hours ago
  •  ...Pitcairn, a long-established wealth advisory firm, seeks an Investment Analyst to support research and due diligence across public equities, fixed income, real assets, hedge funds, and private markets within our Family Office Group. You will help build and maintain client... 
    Work at office

    Pitcairn

    Conshohocken, PA
    3 days ago
  • This role offers a chance to make a meaningful impact on investment system access risk management while growing your expertise in financial markets and risk practices. The Senior Analyst serves as a primary point of contact for investment access onboarding, access support... 
    Full time
    Work experience placement

    Vanguard

    Malvern, PA
    2 days ago
  • Join Vanguard's Investment Data Operations team and become the trusted source behind the investment data that fuels critical business and investment decisions. In this role, you'll investigate complex data challenges, uncover root causes, strengthen operational processes... 
    Full time
    Temporary work
    Work experience placement

    Vanguard

    Malvern, PA
    1 day ago
  • Join Vanguard's world-class Fixed Income Investment Risk team and play a critical role in safeguarding one of the industry’s largest global fixed income platforms. In this highly visible specialist role, you'll partner with portfolio managers, traders, and senior investment... 
    Full time
    Work experience placement

    Vanguard

    Malvern, PA
    13 hours ago
  • A financial advisory firm in Wyncote, PA is seeking a qualified candidate for a role requiring in-depth knowledge of investments and securities operations. The ideal candidate will have strong communication skills and a Bachelor’s degree in business or a related field.... 

    CCI Consulting

    Wyncote, PA
    4 days ago
  • Karr Barth Administrators, Inc. in Bala Cynwyd, PA is seeking an Investment & Insurance Analyst. This role requires expertise in fund evaluation and financial modeling or life insurance illustration. You will support business development and lead generation while collaborating... 
    Work at office
    Remote work

    Karr Barth Administrators, Inc.

    Bala Cynwyd, PA
    18 hours ago
  • $64.49k - $105.95k

     ...solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and...  ...clients through multiple integrated businesses.The Portfolio Analyst is a member of Bryn Mawr Trust Advisors' Investment Research &... 
    Flexible hours
    Shift work

    Bryn Mawr Trust

    Berwyn, PA
    19 hours ago
  •  ...Our client, a growing integrated financial services firm that specializes in lower to middle market investment banking, is looking to add an Investment Banking Analyst to its team in Horsham, PA. Key Responsibilities Build and maintain financial models, including valuation... 
    Internship

    Green Lion Search Group

    Horsham, PA
    18 hours ago
  •  .../regulatory/economic developments, and translate impacts into investment opportunities and desk insights.Drive decisions. Build purchase...  ...with PMs, banks, issuers, rating agencies, and peer analysts.Lean in to projects. Contribute to special initiatives and cross... 
    Full time
    Work at office

    Vanguard

    Malvern, PA
    3 days ago
  •  ...Acquisitions Analyst Berger Investments is hiring an Acquisitions Analyst. This role will support Senior Acquisitions Associate and broader investments team in executing the firm's multifamily acquisition and development. This is a role that contributes directly to... 
    Full time
    Temporary work
    Flexible hours

    Berger Communities

    Wayne, PA
    4 days ago
  • Green Lion Search Group is seeking an Investment Banking Analyst for our client in Horsham, PA to support growing deal flow across the middle market. The role emphasizes financial modeling, valuation analyses, and preparation of marketing materials. You'll work closely... 

    Green Lion Search Group

    Horsham, PA
    18 hours ago
  •  ...Mawr Trust Advisors, LLC, a WSFS Company, is seeking a Portfolio Analyst to support centralized portfolio solutions, model portfolios,...  ...to research, strategy implementation, and collaboration with Investment Advisors. #J-18808-Ljbffr Bryn Mawr Trust Advisors, LLC

    Bryn Mawr Trust Advisors, LLC

    Berwyn, PA
    1 day ago
  • Bryn Mawr Trust, a WSFS Company, seeks a Portfolio Analyst to support centralized portfolio solutions and model adoption across client accounts. You will work with investment researchers and advisors on asset allocation, portfolio construction, and strategy implementation... 

    Bryn Mawr Trust

    Berwyn, PA
    1 day ago
  • Bryn Mawr Trust Advisors, a WSFS Company, seeks a Portfolio Analyst to support centralized portfolio solutions and model management. You will help implement investment strategies, maintain trading systems, and drive efficiency across client accounts within the Investment... 

    Bryn Mawr Trust Advisors, LLC

    Devon, PA
    18 hours ago
  • Deliver highly customized investment analyses to RIA clients and prospects, including performance evaluation, holdings-based diagnostics, attribution analysis, and portfolio optimization strategies. Partner with advisors to design and refine model portfolios, incorporating... 

    Jobtailor

    Wayne, PA
    18 hours ago
  • SEI in Oaks, Pennsylvania is looking for a Business Analyst III to support existing clients and lead new business onboarding. This role involves working directly with vendors and operational teams to deliver tailored solutions. The ideal candidate has over 8 years of experience... 

    SEI

    Oaks, PA
    1 day ago
  •  ...business team operates collaboratively across two core disciplines, investment analytics and insurance solutions, with each team member...  ...the full scope of the team's work. This Investment & Insurance Analyst role supports both functions. Depending on your background,... 
    Work at office
    Remote work

    Karr Barth Administrators

    Bala Cynwyd, PA
    18 hours ago
  •  ...advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management,...  ...trades transmitted by relationship managers and family wealth analysts with close attention to detail, cash management, and account... 
    Work at office
    Local area

    PITCAIRN TRUST COMPANY

    Conshohocken, PA
    3 days ago
  • JTW Advisors LLC is a boutique investment banking firm focused exclusively on the homebuilding, building products, and home services industry. We specialize in Mergers & Acquisitions (M&A) advisory services. Who Should Apply Recent college graduates and investment banking... 
    Full time
    Internship
    Work at office
    Weekend work
    Afternoon shift

    JTW Advisors LLC

    Wayne, PA
    4 days ago
  • JTW Advisors LLC in Wayne, PA is seeking recent graduates or investment banking professionals with 1-3 years of experience for a role on the M&A Deal Execution team. The firm focuses on homebuilding, building products, and home services, offering exposure to both sell-... 

    JTW Advisors LLC

    Wayne, PA
    4 days ago
  •  ...will help ensure spend is prioritized within strategic priorities, enables business leaders to be agile in how they fund necessary investments, and ensures enterprise-wide clarity on financial results and budgets.Job DescriptionResponsible for monthly, quarterly, and... 
    Local area

    Quaker Houghton

    Conshohocken, PA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Analyst. Be the first to apply!