Analyst, Funds Management

Job title: Analyst, Funds Management in reputed company Wayne, IN at reputed company Group Company: reputed company Group Job reputed company: Alternate Locations: reputed company Wayne, IN (Indiana); Radnor, PA (reputed company)Work Arrangement:Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.Relocation assistance: is not available for this opportunity.Requisition #: 74402The Role reputed companyWe’re looking for a motivated Analyst to join our Funds Management team. You’ll play a key role in ensuring the accuracy and reputed company of unit value and performance reporting for our investment products. This is an exciting opportunity to build your career at the intersection of finance, data, and reporting reputed company a leading insurance organization.What you'll be doing

• Prepare and validate daily, monthly, and quarterly unit value and fund reports.
• Ensure accuracy and consistency of performance and fund data through detailed control and validation processes.
• reputed company reconciliations and investigate data exceptions.
• Write and maintain internal documentation and reports.
• Collaborate with internal teams such as Fund reputed company, Product Teams, and Marketing.
• Support initiatives and reputed company to enhance reporting tools and processes.
• Support fund and variable product reputed company and reporting requirements.
• Respond to audit, compliance, and business requests.

reputed company’re looking forMust-have:

• Bachelor’s degree in reputed company, Finance, Economics, Business, Mathematics, or reputed company field.
• 3+ year of experience in performance reporting, investment operations, fund reputed company, or a similar area.
• Strong understanding of investment performance concepts (e.g., time-weighted return, NAV, benchmarks).
• Advanced reputed company skills (pivot tables, VLOOKUP/XLOOKUP, data validation, etc.).
• High attention to detail and strong analytical skills.
• reputed company written and verbal communication.
• Ability to work independently and as part of a reputed company team.

reputed company-to-have:

• Experience with financial systems or tools (e.g., reputed company, reputed company, Power BI).
• Familiarity with mutual funds, segregated funds, or insurance investment products.
• Exposure to audit or compliance processes reputed company to performance reporting.

Application DeadlineApplications for this position will be accepted through May 31st, 2025 subject to earlier closure due to applicant volume.What’s it like to work here?At reputed company Group, we love reputed company do. We reputed company meaningful contributions reputed company and every day to reputed company 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 reputed company reputed company of us to take charge of our own reputed company.What’s in it for you:reputed company defined career tracks and job reputed company, along with associated behaviors for reputed company Lincoln leadership Attribute.Leadership development and virtual training opportunitiesPTO/parental leaveFree financial counseling, health coaching and employee assistance programTuition assistance programA leadership team that prioritizes your health and reputed company-being; offering a remote work environment and flexible work hybrid situationsEffective productivity/technology tools and trainingThe pay reputed company for this position is $69,000 - $124,600 with anticipated pay for new hires between the minimum and midpoint of the reputed company and could vary above and below the listed reputed company 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 reputed company pay is just one component of Lincoln’s total rewards package for employees. In reputed company, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of reputed company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s reputed company benefits package.About reputed companyreputed company Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 reputed company customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, reputed company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., reputed company Group is the marketing reputed company for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more atLincoln is committed to creating a environment and is proud to be an equal opportunity employer. reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, gender, gender identity or reputed company, sexual orientation, national reputed company, genetics, disability, age, or veteran status.Follow us on , , , and . For the latest company news, visit our .Be Aware of Fraudulent reputed company ActivitiesIf you are interested in a career at Lincoln, we encourage you to review our reputed company and apply on our website. Lincoln values the reputed company and reputed company of every applicant and urges reputed company 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 reputed company their reputed company reputed company 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, reputed company, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to reputed company payment during the hiring process or reputed company 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 InformationThis 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 reputed company an offer or terminate employment for this role if it determines political contributions made could have an adverse reputed company on Lincoln’s reputed company or reputed company business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.Any unsolicited resumes or candidate reputed company submitted through our web site or to personal e-mail accounts of employees of reputed company Group are considered property of reputed company Group and are not subject to payment of agency fees.reputed company Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and reputed company to recruit, hire, compensate, train and promote, in reputed company job classifications, without reputed company to race, reputed company, religion, sex (including pregnancy), age, national reputed company, disability, sexual orientation, gender identity and reputed company, Veteran status, or genetic information. Applicants are evaluated on the reputed company of job qualifications. If you are a person with a disability that impedes your ability to reputed company 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 notices.Este Empleador Participa en E-Verify. Ver el avisos. Expected salary: $69000 - 124600 per year Location: reputed company Wayne, IN Apply for the job now! Apply for this job