Demo

Data Integration Investment Analyst

Lincoln Financial Group
Radnor, PA Full Time
POSTED ON 3/7/2025
AVAILABLE BEFORE 6/5/2025

What you'll be doing

  • Collects, interprets, and analyzes complex data across mutual funds and private market funds to support management decisions and improve inefficiencies.
  • Generates reports, and aids in transforming base transactional data into meaningful information to drive informed dialog and strategy development with internal and external stakeholders.
  • Ensures data integrity and develops procedures for increasing the quality and accuracy of information from multiple data sources.
  • Maintains an understanding of how the data contained in the various systems are utilized, and is able to triangulate various aspects of the data into a usable format to support decision making.
  • Identifies and interprets more complex developments, variances, and trends; researches inconsistencies / anomalies in the data and presents findings to management.
  • Serves as a resource to advise management & business stakeholders on use of quality business analytics, tools, and methods to improve efficiency, accuracy, and interpretation of various business metrics.
  • Champions and enhances organizational initiatives by positively influencing and supporting change management and / or departmental / enterprise initiatives
  • Identifies and recommends process improvements that significantly reduce workloads or improve quality for their area of responsibility.

What we’re looking for

Must-Haves

  • 3-7 Years experience in financial services or marketing directly aligned to the specific responsibilities for this role
  • Bachelor's degree or equivalent work experience
  • Analytical skills and close attention to detail is necessary
  • 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 April 30, 2025, subject to earlier closure due to applicant volume.

    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 :

    Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.

    Leadership development and virtual training opportunities

    PTO / parental leave

    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

    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.

    Salary : $69,000 - $124,600

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