Lincoln Financial | Investment Analyst, Funds Strategy

The role at a glance

• 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 position supports assets across equity, fixed income, multi-asset funds, and Lincoln’s proprietary variable insurance trust mutual funds.
• Applications for this position will be accepted through November 15th, 2026 subject to earlier closure due to applicant volume.
• 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.
• 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.
• Perform quantitative analysis using large and complex datasets and identify meaningful trends and insights.
• Develop executive-ready reports, presentations, dashboards, and recommendations for leadership and business stakeholders.
• Build and maintain relationships across investment partners, internal business teams, and key stakeholders while navigating competing priorities.
• Identify opportunities to improve processes, reporting efficiency, data quality, and workflow automation, including the application of AI tools where appropriate.
• Leadership development and virtual training opportunities.
• Work arrangements that work for you.
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Requirements

• Ability: Demonstrated success managing multiple concurrent projects, coordinating cross-functional stakeholders, tracking milestones, and driving initiatives to completion in a deadline-driven environment.
• Strong analytical and quantitative capabilities with experience evaluating investment products, fund performance, expense structures, and related investment data.
• Advanced Excel skills and experience working with large datasets are required.
• Ability to understand which data points are most meaningful when analyzing mutual funds or investment strategies.
• Written and Verbal Communication: Ability to translate complex investment and data-driven concepts into concise, polished communications, reports, and presentations.
• Proven relationship management skills, attention to detail, and the ability to influence, persuade, and manage competing stakeholder priorities.
• 3-5 years experience in investments, mutual funds, fund research, analytics, or related financial services disciplines.
• Advanced proficiency with Microsoft Excel, PowerPoint, and other Microsoft Office applications.
• Demonstrated track record of strong performance, initiative, problem solving, and continuous improvement.
• Experience: Familiarity with variable annuity, variable life, retirement, or other insurance-linked investment products, including awareness of industry and regulatory considerations.
• Advanced Data, Automation, and Presentation Tools: Experience using Excel VBA/macros, AI tools such as Claude, Dataiku, or similar technologies to improve analytics, reporting, and operational efficiency.
• Experience with Investment Data Vendors: Knowledge of Morningstar and other investment data providers, with the ability to validate and reconcile information across vendor platforms, SEC filings, and internal sources.
• Effective productivity/technology tools and training.

Lincoln Financial

Lincoln Financial is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Lincoln Financial Group provides resources and solutions that help empower Americans to take charge of their financial lives with confidence and optimism."

Its finance, accounts, audit and tax openings in India are mostly in Radnor, Charlotte, Omaha and Hartford.

• Industry: BFSI / Investments / Insurance