• Specialist, Finance, Investments & Risk

    Lincoln Financial GroupWayne, PA 19087

    Job #1697823803

  • Alternate Locations: Greensboro, NC (North Carolina); Philadelphia, PA (Pennsylvania); Radnor, PA (Pennsylvania)

    Work Arrangement: Hybrid/Home

    Relocation assistance is not available for this opportunity.

    Level: P2

    Requisition #: 66567

    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.

    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 ~~~ if you encounter a recruiter or see a job opportunity that seems suspicious.

    The Role

    We're excited to bring on a Specialist, of Finance, to the Investments and Risk team.

    In this role, you will:

    • Support the collection and summarization of financial and investments information used by management to provide comprehensive updates to senior and executive leadership.

    • Assist with capital planning and other activities related to asset management and portfolio optimization.

    What you'll be doing:

    • Provide support to team & management in their planning and optimization of investments, including net investment income, capital planning, and regulatory initiatives.

    • Work collaboratively with the Corporate Treasury team and internal teams across business units to optimize capital planning.

    • Collect and summarize financial & investment information to support the preparation of reports and updates on financial position.

    • Support management in the preparation of monthly, quarterly and annual reviews of the organization's financial status and progress in its various programs and activities.

    • Maintain current knowledge of economic trends and conditions within the financial services industry that may impact his/her assigned area(s).

    • Identify impediment and communicates to management the potential risks to financial/investment initiatives.

    • Keeps abreast of investments-related regulatory changes and supports the development of internal processes to optimize the company's capital and ensure proper standards are adhered to.

    What we're looking for:

    • 1-3 years experience in accounting, finance, and/or asset management directly aligning with the responsibilities of the position (required)

    • Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).

    • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)

    #LI-AE1

    Work Arrangement:

    Hybrid/Home : Employees will work from home generally three days each week and come into a Lincoln office on a schedule their manager will help set, following any applicable in-office training period determined by their manager.

    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 ~~~.

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    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. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.