Liquidity Operations Analyst
Date: May 19, 2025
Primary Location: Radnor, PA, US
Company: Lincoln Financial
Alternate Locations: Radnor, PA (Pennsylvania); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina)
Work Arrangement:
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
Relocation assistance: is not available for this opportunity.
Requisition #: 74615
The Role at a Glance
As the Liquidity Operations Analyst you will be responsible for funding and cash investment transactions, including execution, settlement, accounting, and stakeholder reporting across repo, secured borrowing, money market, other cash investment/funding transactions. As you partner with other Finance teams, you will work to build and manage relationships with banking partners to support these activities while also working to improve and refine the infrastructure that supports these activities.
What you'll be doing
- Manages tenor, quantity, type, and dispersion of outstanding transactions to address roll, execution, counterparty risk
- Invests excess cash in money market funds; works to bring new money market investments on line, improve visibility of excess cash position
- Monitors cash investment compliance against allowable investments, established guidelines
- Partners with Bank Relationship Management and Treasury teams to cultivate relationships with key liquidity providers to ensure continued access to liquidity, bring new uncommitted liquidity sources on line
- Monitors market conditions, disseminate updates to provide visibility on key trends and developments
- Partners with stakeholders to understand reporting requirements; build, enhance reporting to provide visibility on activity
- Develops, adheres to appropriate financial and SOX controls for area of responsibility
- Maintains general ledger accounts; reconciles cash and related transactions; identifies, researches, and resolves more complex discrepancies.
- Creates and maintains reports and provides more complex analysis to internal and/or external stakeholders.
- May prepare forecasts, explain variances, and provide more complex analysis and modeling to support evaluation of liquidity decision-making options.
- Resolves more complex issues with internal/external auditors in a collaborative manner.
- Identifies issues/concerns in designated area and makes recommendations to yield more effective operations.
- Contributes to the development of processes and procedures to ensure compliance with internal/external controls and requirements, SOX, and enterprise policies.
What we’re looking for
Must-Haves
- 3-5+ Years experience in banking, trading, or treasury operations directly aligned to the specific responsibilities for this position.
- Bachelor's degree or equivalent work experience
- Experience with Bloomberg and GLMX
- Experience with securities settlement, custodian interactions
- Strong problem-solving, process improvement, and critical thinking skills, identifying the appropriate resources and tools to drive solutions.
- Effective verbal and written communication skills.
- Ability to adapt quickly in a changing work environment.
Application Deadline
Applications for this position will be accepted through July, 31, 2026, 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:
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Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
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Leadership development and virtual training opportunities
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PTO/parental leave
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Free financial counseling, health coaching and employee assistance program
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Tuition assistance program
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Work arrangements that work for you
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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 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.
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 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.
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