AVP, Quantitative Investment Analysis Mgt P

Date: Jan 28, 2026

Primary Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Durham, NC (North Carolina); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Radnor, PA (Pennsylvania); US Northeast

 

Work Arrangement: 

Hybrid : Employee will work 3 days a week in a Lincoln office

 

Relocation assistance: is not available for this opportunity.

 

Hiring Manager: John Morriss

 

Requisition #: 75707

 

The Role at a Glance

Lincoln’s Investment Strategy & Portfolio Management team is evolving its Strategic Asset Allocation (SAA) and asset liability modeling toolkit to better support enterprise risk appetite, capital, liquidity, and new business growth across U.S.A. and Bermuda entities.

The team partners with insurance businesses and the Investments team to design and maintain the enterprise SAA across legal entities, integrating new‑business pricing with in‑force optimization, and operating within U.S. and Bermuda regulatory regimes.  As the SAA Developer, you will build, productionize, and maintain the data and modeling stack that powers strategic asset allocation, in-force optimization, and new business pricing support.  You will be the engineering counterpart to investment strategy and portfolio management partners, developing models and dashboards, and ensuring our analytics incorporate regulatory requirements for NAIC and Bermuda Monetary Authority standards.  Your efforts will enable our investment strategies to be produced faster across regimes and improve our documentation and governance controls.

What you'll be doing

Build the SAA & ALM analytics platform

  • Familiarity and experience managing code using GitLab and deploying python code on AWS
  • Engineer reliable Python services and SQL‑backed data pipelines that ingest asset, liability, and market data; orchestrate runs; and expose results to strategy and risk partners (APIs, notebooks, dashboards).
  • Productionize research prototypes into hardened components (configuration management, unit/integration tests, logging, lineage, and automated documentation) supporting enterprise‑wide SAA across U.S. and Bermuda entities.

Portfolio construction & optimization enablement

  • Implement and scale optimization, scenario analysis, and stress testing tools used to construct SAA under capital, rating, liquidity, and ALM constraints; parameterize for both U.S. RBC and Bermuda BSCR frameworks.
  • Integrate cash‑flow projections (e.g., BondEdge outputs) and reconcile them to portfolio views with auditable data controls.

Regulatory‑aware data modeling

  • Model and map security master and position data to NAIC designations and statutory schedules and to BMA BSCR asset categories and SBA portfolios; embed validation checks aligned to reporting rules.

Partner across the enterprise

  • Work across the Investments team to partner with insurance business units, ALM, Actuarial, Enterprise Risk Management, and Finance.

What we’re looking for

Core technical skills

  • Hands‑on data engineering: relational modeling, performance tuning, data integration (with tools like Bloomberg & Intex), orchestration, version control, testing frameworks, and observability.
  • Quant/optimization toolkit experience (e.g., pandas, NumPy, SciPy, Pyomo/OR‑Tools) and time‑series/scenario modeling.
  • Fluent in multiple languages with depth in Python and SQL (required). You also bring working proficiency in other languages for legacy model integration.
  • Exposure to ALM and insurance balance‑sheet dynamics (duration/convexity, liquidity ladders, reinvestment, asset rating migration).
  • Comfort integrating third‑party and internal data sources (e.g., pricing/spread inputs, cash‑flow engines) into reproducible SAA processes.

Insurance investing & regulatory literacy

  • Required:  Practical familiarity with NAIC investment regulations, statutory accounting and reporting (including RBC capital concepts and statutory investment schedules)

Minimum Qualifications

  • Bachelor’s degree in Computer Science, Engineering, Mathematics, Financial Engineering, or related discipline (Master’s degree preferred).
  • 5+ years of professional software engineering or data engineering experience in investment/insurance or adjacent risk/quant domains.
  • Demonstrated track record building production data/analytics platforms supporting portfolio construction or risk/ALM.
  • Travel Amount: up to 25%

Application Deadline

 

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 $135,000 - $225,000 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. 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, LinkedInInstagram, 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.

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