Date: Sep 9, 2025
Primary Location: Radnor, PA, US
Company: Lincoln Financial
Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)

WHAT YOU’LL BE DOING

• Maintain annual Asset Adequacy Testing, X-Factor, Preferred Mortality, and C 3 Phase I Memorandums, including updates to results and refinements to product descriptions and emerging regulatory changes
• Prepare state-specific regulatory reports, such as ad-hoc reporting requirements provided to California and New York
• Coordinate model projection results and assumption updates from various cross-functional teams to support financial reporting metrics
• Develop tools to improve cash flow analysis used for financial reporting, emerging issues, potential block deals, asset transactions, and market movements
• Perform annual development and validation of asset reinvestment assumptions and discount factors used in Asset Adequacy Analysis
• Generate asset cash flow files and assumption tables used in actuarial models
• Support Appointed Actuary team in key initiatives and projects, including analysis of emerging regulations, potential strategic transactions, and asset and capital allocation
• Develop familiarity with the Bermuda regulatory framework and requirements
• Collaborate with team members and peers across department functions to assist with problem solving and sharing ideas
• Potential to manage a summer intern by providing guidance on projects and fostering professional development