Lincoln Financial | Valuation Analyst

The role at a glance

• The Valuation Analyst role within the Fund Administration and Operations Team (FAO) will provide oversight and direction for the Lincoln Funds regarding security valuation, vendor oversight and due diligence, and also participate in completing required SEC filings.
• This position will also provide oversight and direction for the preparation of Board Materials as they relate to LVIP Funds security valuation policies and procedures.
• Applications for this position will be accepted through December 8th, 2026 subject to earlier closure due to applicant volume.
• The pay range for this position is $75,000 - $120,000 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.
• 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.
• Maintain a working knowledge of strategic investment market activities and industry pronouncements and their impact on the Funds as well as Lincoln.
• Participate in departmental or enterprise-wide complex projects assigned by providing stakeholders with actionable and valuable valuation information to enable decision-making that results in successful outcomes.
• Work closely with internal and external resources to analyze and report on the Lincoln Fund security valuation process.
• Perform a variety of due diligence tasks and oversight functions to monitor security prices and identify potential risks of inaccurate valuation or identify trends by security asset class.
• Oversee fund accountant to ensure LVIP Pricing Policy and Procedures are implemented and working as intended.
• Participate in due diligence of Pricing Vendors to ensure vendor methodologies are appropriate.
• Assist with the preparation and review of Fund Administration Board Materials including the quarterly valuation analysis of LVIP Fund securities.
• Review, analyze and monitor financial information for Funds to ensure integrity of financial systems and accuracy of data.
• Work closely with management to recommend and implement process improvements, enhance controls and efficiencies.
• Leadership development and virtual training opportunities.
• Work arrangements that work for you.
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What we’re looking for

• Bachelor's degree, or equivalent work experience (4 years of relevant experience in lieu of a degree), required.
• Experience with Microsoft Copilot or Claude encouraged.
• Demonstrates ability to identify, develop, and implement process improvements.
• Demonstrates strong relationship management skills with internal clients (e.g., senior management, peers, and colleagues); proven ability to develop creative and collaborative approaches.
• Demonstrates strong interpersonal skills with a collaborative style.
• Demonstrates strong project management and leadership skills, including the ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and while meeting deadlines.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• 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