Quantitative Research & Analytics Analyst at Lincoln Financial

Radnor, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Jan, 26

Salary

124600.0

Posted On

05 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Quantitative Research, Risk Management, Investment Analytics, Reporting, Derivative Pricing, Portfolio Management, Statistical Models, Econometric Models, Process Improvement, Data Visualization, Communication Skills, Microsoft Office Suite, Programming Skills, Financial Acumen, Analytical Skills, Capital Markets

Industry

Financial Services

Description

Alternate Locations: Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: is not available for this opportunity. Requisition #: 74907 The Role at a Glance We are excited to bring on a Quantitative Research & Analytics Analyst to join our Capital Markets team in Radnor, PA. Background DetailsAs a Quantitative Res & Analytics Analyst, you will be responsible for consulting/analyzing and delivering on more complex assignments/projects for the team. You will act as a key resource regarding quantitative research, investment analytics, and risk management to internal/external stakeholders. You will generate investment portfolio analytics and enhance investment and reporting processes and capabilities. You will develop and interpret more complex investment analytics, quantitative investment models, and/or hedging strategies and reporting and deliver/results/presentations tailored for a wide variety of target audiences while ensuring industry standards are met. If this sounds like a role for you, please read on!What you'll be doing You will maintain knowledge on current and emerging development/trend, assess the impact and collaborate with senior management to incorporate new trends and developments in current and future solutions. You will direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives. You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality. In addition, you will participate in and/or contribute to projects and other initiatives set by management as needed. You will develop, enhance, and implement tools, reports, and/or new solutions for analyzing portfolio positioning, investment risk, performance evaluation and attribution analysis. You will identify and execute process improvement and automation that significantly improve quality across the team, department and/or business unit. You will research, develop, implement and evaluate statistical or econometric based multi-asset/equity models, risk/volatility models, and systematic investment/trading strategies as needed to manage and monitor portfolio risks, returns and volatility. You will work with, evaluate, oversee, and due diligence of external quantitative asset managers/funds. You will identify and recommend hedging/risk management mechanisms that would enhance existing strategies. You will conduct more complex analysis of the risk and return profile of all major asset classes in which Lincoln invests. In addition, you will aggregate the risk of the entire portfolio and optimize overall risk/return profile of investment portfolio. You will develop and enhance investment analytic approaches & methodology to ensure data quality and effectively capture key risk factors in investment portfolio. You will advise management of risk factors and identify potential mitigation approaches. You will summarize findings and utilize appropriate data visualizations to share analyses and facilitate understanding for a wide range of technical and non-technical audiences. You will collaborate with key internal stakeholders, serving as resource on investment risk, to develop and deliver more complex investment analytics and reporting that meet the needs of various lines of business and customers. What we’re looking for Must-have experience (Required): 4 Year/bachelor’s degree (or equivalent) in a quantitative field (e.g. financial engineering, computer science, economics, finance, mathematics, data science/statistics, actuarial science, engineering, or related). 3 - 5+ years of experience in quantitative research, risk management, investments analytics and reporting, derivative pricing, and/or portfolio management directly aligned to the specific responsibilities for this role. Ability to communicate effectively (verbal/written). Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Nice-to have Experience (Preferred): Advanced degree (MFE, MSCF). Certifications: CFA, FRM, CAIA or progress towards one. Proficient programming skills in MATLAB or Python or R, VBA for Microsoft Office (Excel, PowerPoint etc.), and SQL. Experience in Morningstar, Bloomberg, Power BI / Tableau, or other financial software or scripting languages. Strong financial acumen, research & analytical skills, and understanding of capital markets and financial derivatives (futures, options). Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail. Travel Requirements Up to 10% Application Deadline Applications for this position will be accepted through October 20, 2025, 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 $69,000 - $124,600 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. 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 fraudhotline@lfg.com 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 260-455-2558. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Responsibilities

The Quantitative Research & Analytics Analyst will consult, analyze, and deliver on complex assignments for the Capital Markets team. Responsibilities include generating investment portfolio analytics, enhancing reporting processes, and developing quantitative investment models.