Sr. Multi-Asset Investment Research Analyst

Alternate Locations: Radnor, PA (Pennsylvania); 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 #: 76195 The Role at a Glance This position will analyze and deliver on complex assignments/projects for their assigned area(s) of responsibility. He/she will perform rigorous investment research, analysis and reporting of global asset allocation (strategic and tactical) and multi-asset portfolio construction and implementation. Acting as a key resource, He/she will support portfolio managers in their day-to-day management of asset allocation activities and multi-asset portfolios. S/he will also contribute to the preparation of committee level communication and presentationWhat you'll be doing •Responsible for supporting the daily portfolio management, construction, and implementation of LFI and sub-advised advised multi-asset funds.•Collaborates with internal multi-asset portfolio managers, single-asset (equity, fixed income, derivatives or private market) portfolio managers, and external asset managers.•Analyzes the investment performance and risks of multiple asset classes (primarily equity and fixed income), and conduct proprietary research on asset allocation strategies, portfolio construction and optimization techniques, and cost/tax aware tactical trading strategies.•Analyzes and supports execution of risk management and strategic/tactical asset allocation strategies for multi-asset portfolios•Maintains knowledge of current and emerging developments with respect to asset allocation, capital markets and multi-asset portfolios.•Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.•Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for their assigned area(s) of responsibility.•Identifies and recommends process improvements that significantly reduce workloads or improve quality for their assigned area(s) of responsibility.•Consults/Analyze on more complex assignments and/or projects for their assigned area(s) of responsibility.•Provides more complex reports and analyzes data to support internal and external stakeholders’ decision making.•Ensures data integrity and develops procedures and other process improvements for increased automation.•Monitors investment guidelines and investment strategies to discern and communicate valuable information to Portfolio Managers.•Prepares PowerPoint presentations for analysis findings and recommendations.•Writes and edits a broad range of communications and presentations for internal audiences, including but not limited to Investment Committees, Board of Director Committee presentations, quarterly business reviews, and ad-hoc investment reports.•Researches and analyzes more complex investment information to enhance communication across the company.What we’re looking for Must haves: •4 Year/Bachelor's degree (or equivalent) in Finance, Business, Economics, Statistics/Math or a related field (Minimum Required). Advanced degree such as an MBA/MFE is preferred.•5 – 7 Years’ experiences in portfolio construction, multi-asset investing, or investment research & analysis in one of the major asset classes (fixed income, global / international / domestic equities). Shorter work experience can be considered at Analyst level.•Analytical/statistical skills to process and handle large amounts of data.•Advanced knowledge of Microsoft Excel and PowerPoint is required. Nice-to-haves: •Portfolio optimization techniques, or prior macroeconomic analysis or portfolio management experience.•Progress towards CFA or other professional designations (CAIA), or willingness to pursue professional designations.•Familiarity with Morningstar Direct, PowerBI/Tableau, Bloomberg, or other financial software is preferred. Experience in Python, VBA or other programming languages is a big plus. •Familiar with AI tools (Copilot / Claude)Application Deadline Applications for this position will be accepted through August 16th, 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 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 $108,501 - $195,900 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.