Data Analyst, Investments

Date: Aug 7, 2019

Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #59028

About the Company

Lincoln Financial Group, a Fortune 250 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 $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, 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.


The Role

This position will be responsible for preparing, analyzing and reporting on data associated with Alternative and Private Debt portfolios in the General Account. S/he will perform and deliver on routine assignments and projects for his/her assigned area(s) of Alternatives and Private Debt Investments responsibility. 



  • Champions and enhances data administration within Alternative and Private Debt Strategies.
  • Develops and enhances basic reporting and analysis of the Alternatives and Private Debt Strategies portfolios.
  • Generates reports and provides analysis to model scenarios to support internal and external stakeholders’ decision making.
  • Derives and communicates analytical insights across business area.
  • Utilizes existing and newly developed models to provide management with quantifiable gauges of investment activity and trends.
  • Supports team members and/or management in developing basic recommendations to solve problem and issues related to Alternative and Private Debt Strategies.
  • Writes and edits a broad range of communications and presentations for internal audiences.
  • Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility.
  • Performs and delivers on routine assignments/projects for his/her assigned area(s) of responsibility.
  • Identifies, automates, and communicates to management basic process improvements that improve efficiency and quality within Alternative and Private Debt Strategies.
  • Carries out duties in compliance with all state and federal regulations and guidelines.  Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Makes a positive contribution as demonstrated by:  - Making suggestions for improvement - Learning new skills, procedures and processes
  • Performs other duties as required.


  • 4 Year/Bachelor's degree in a quantitative discipline such as data science, mathematics, statistics, economics / econometrics, accounting, finance or equivalent work experience (4 years of experience in lieu of Bachelor's)


  • 1-3 Years of experience in data administration, business analysis, or systems analysis that directly aligns with the specific responsibilities for this position
  • High proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • High proficiency with Microsoft Access of other database products
  • Experience with FactSet
  • Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.
  • Demonstrates solid project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations.
  • Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures.
  • Strong written and verbal communication skills.
  • Demonstrates strong interpersonal skills with a collaborative style.
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
  • Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
  • Possesses a bias for action and avoids workplace distractions.
  • Drives performance targets to completion.


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, veterans 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.


Nearest Major Market: Philadelphia

Job Segment: Database, Data Analyst, Business Analyst, Project Manager, Change Management, Technology, Data, Management