Analyst, Portfolio Management

Date: Nov 8, 2022

Primary Location: Greensboro, NC, US

Company: Lincoln Financial

 Alternate Locations: Greensboro, NC (North Carolina); Charlotte, NC (North Carolina); Radnor, PA (Pennsylvania)

 

Work Arrangement: Hybrid/Home

 

Relocation assistance: is not available for this opportunity.

 

Requisition #: 70729

 

 

The Role at a Glance:

This Analyst, Portfolio Management role will be responsible for analyzing and reporting of the General Account investment portfolio and supporting portfolio managers in their day-to-day management of the fixed income portfolio. You will extract and appropriately summarize investment data, including developing visuals to facilitate business decisions. You will also participate in the preparation of committee level communication and presentations. Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of your assigned area(s) of responsibility.

What you'll be doing:

  • Provides support to Portfolio Managers in daily management and oversight of General Account fixed income portfolios.
  • Monitors investment guidelines and investment strategies to discern and communicate valuable information to Portfolio Managers.
  • Creates, edits, and contributes to a broad range of communications and presentations for internal and external audiences regarding the investment portfolio.
  • Analyzes, monitors, and reports on capital efficient investment results and strategies within the investment portfolio.
  • Develops and enhances reporting and analyzes results of the investment portfolios.
  • Generates standard reports and analyzes model scenarios to support internal and external stakeholders’ decision making.
  • Responds to data requests proactively by independently selecting appropriate data/information, aggregating data, and developing visuals based on understanding of various assets.
  • Serves as a resource to team members on assignments and projects for his/her assigned area(s) of responsibility.
  • Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Identifies and communicates to management process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility.
  • Maintains knowledge on current and emerging developments/trends for assigned area(s) or responsibility, assess the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.

What we’re looking for:

  • 4 Year / Bachelor's degree
  • CFA charter holders or candidates working towards this certification are preferred
  • Prior experience in investments, portfolio analysis, investment research, or work experience that directly aligns with the specific responsibilities for this position
  • Able to work both independently and within a team-oriented environment
  • Strong written and verbal communication skills
  • Ability to solve problems, evaluate trends in data, and apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions
  • Demonstrated project management and organizational skills, attention to detail, ability to coordinate and balance multiple projects in a fast-paced environment, and meet deadlines
  • Ability to gain collaboration among stakeholders, and influence outcomes
  • Demonstrated strong relationship management skills with internal and external stakeholders
  • High level of integrity, professionalism, and dedication to quality
  • Computer skills:
    • Strong proficiency in Excel and PowerPoint
    • Experience in Bloomberg, Factset, Tableau and/or programming skills a plus 

What’s it like to work here?

At Lincoln Financial Group, 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:

  • A clearly defined career framework to help you successfully manage your career

  • 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

  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

  • Effective productivity/technology tools and training

 

Work Arrangement

Hybrid/Home : Employees will work from home on average more days per week.

 

 About The Company
 

Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

 

Lincoln is committed to creating a diverse and 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. 

 

Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com

 

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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

 

Lincoln Financial Group (“LFG”) 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information.  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. 


Nearest Major Market: Greensboro

Job Segment: Marketing Manager, Project Manager, Change Management, Social Media, CFA, Marketing, Management, Technology, Finance