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Analyst, Data & Reporting - Investments

Lincoln Financial Group Radnor, PA

Job Description

Alternate Locations:Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #60310

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 customers 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

The Data and Reporting Analyst will provide functional expertise to strategically develop and implement future portfolio management tools/solutions on the Investment Risk and Strategy team.  S/he will be a key contributor to the strategic development and implementation of the overall analytical structure of investment data as well as provide subject matter expertise and direction to ensure departmental results for his/her assigned area(s).



  • Contribute to the strategic development and ongoing data and reporting needs for the investment team.
  • Provide subject matter expertise with respect to data reporting and analytics to positively influence key internal stake holders on vision, architecture, and strategies.
  • Provide analysis to model scenarios to support internal and external stakeholders’ decision making.
  • Identify, automate, and communicate process improvements that improve efficiency and quality.
  • Collaborate with internal Investment team and external vendors to collect and manage large-scale datasets that support better investment decisions.
  • Support the strategic direction to build and enhance the capability for his/her assigned area(s) of responsibility.
  • Engage with team members and/or management in developing recommendations to solve problem and issues.
  • Document policies, procedures, and controls to support ongoing enhancements of data workstreams.
  • Perform and deliver on assignments/projects for his/her assigned area(s) of responsibility.


  • 4 Year/Bachelors degree in mathematics, statistics, economics / econometrics, accounting, finance or equivalent work experience (4 years of experience in lieu of Bachelors).


  • 3-5 years of experience in data administration, business analysis, or systems analysis that directly aligns with the specific responsibilities for this position.
  • Technician and critical thinker with high attention to detail.
  • Experience writing SQL and/or VBA code.
  • Proficient in Tableau and/or Power BI development.
  • Experience with API protocol, Python/R, FactSet, Bloomberg, and Dataiku a plus.
  • General understanding of database architecture.
  • Deep understanding of project management including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
  • Hands-on experience collaborating with IT and across multiple key business stakeholders.
  • Strong written and verbal communication skills.
  • Communicating reporting, analytics, and complex concepts to a variety of audiences.
  • Demonstrated track record of consistently meeting and/or exceeding performance expectations.
  • Microsoft Office Suite – Strong Excel, Access and PowerPoint skills.


This position may be subject to Lincolns 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 Lincolns 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.


Job Details

Date Posted August 15, 2019
Date Closes September 14, 2019
Requisition 60310-en_US
Located In Radnor, PA
Department Investment Management
SOC Category 00-0000.00