Lincoln Financial | Lead Investment Research Analyst

The role at a glance

• This role will provide research & due diligence across Lincoln’s manager-of-managers platform, with an emphasis on fixed income and international equity strategies.
• Functions as a key resource in the selection and oversight of new and existing investment options offered in Lincoln variable life, variable annuity and retirement products.
• Applications for this position will be accepted through December 6th, 2026 subject to earlier closure due to applicant volume.
• The pay range for this position is $135,375 - $216,600 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.
• Oversees the screening and ongoing evaluation process for new and existing investment options.
• Presents research findings and performance results to internal stakeholders and potentially a broader group of constituents, such as the LVIP Board of Trustees.
• Collaborates with portfolio management teams to provide insight/analysis on the optimal use of multi-asset class investment options within broadly diversified portfolios.
• Provides competitive intelligence, including performing complex analysis and comparisons on an ongoing basis.
• Provides investment research subject matter expertise to various thought leadership research projects.
• Supports relationships with external consultants, asset allocation providers and research firms (e.
• Provides consultative services to support sales efforts and training for investment products through regular interaction with sales teams, investment teams, and other internal clients.
• Leads the day-to-day usage of the core analytical tools, both internal and external (e.
• Designs and maintains analytics, risk reports, attribution, stress testing, etc. for managed funds in partnership with key internal stakeholders.
• Works closely with portfolio managers, external managers and analytic teams to understand investment portfolios, exposures and risks.
• Contributes to the risk management process, including fund attribution and factor exposures, derivatives exposures and risks, and the potential impacts to Lincoln’s variable annuity hedge program.
• Leadership development and virtual training opportunities.
• Work arrangements that work for you.
• Conducts regular on-site due diligence visits with investment managers, usually alongside Portfolio Managers, in the selection and ongoing evaluation process to ensure that funds are managed in accordance with the stated investment policies.
• Recommends changes and/or actions, as appropriate, to further the objectives of investment committee(s) and Lincoln’s product lines.
• Participates in the relationship management of external asset/investment managers, including optimally leveraging their investment expertise, intellectual capital & best ideas while understanding Lincoln's overall mission & the feasibility of strategies
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Requirements

• 5+ Years of experience in manager/fund research & analysis in fixed income, global/international equities, or US equities.
• Demonstrated expertise in fund industry research and analytical tools (Morningstar Direct, eVestment, or other similar tools).
• Demonstrated strength in written and oral communication. Ability to communicate investment concepts to a variety of audiences.
• Strong analytical and critical thinking skills.
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Demonstrate strong relationship management skills with internal and external stakeholders (e.g. senior management, peers, and business lines).
• Familiarity with portfolio construction, asset allocation, modern portfolio theory, risk management and hedging.
• Strong knowledge of capital markets and industry trends.
• Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• A demonstrated track record of consistently meeting and/or exceeding performance expectations. Work hard and strive for excellence.
• Familiar with AI tools (Copilot / Claude).
• Effective productivity/technology tools and training.
• Experience in mutual funds.
• Expertise in Microsoft Excel and PowerPoint with ability to illustrate complicated information succinctly in slides and charts for the benefit of senior management.

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