Job Description

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); New York, NY (New York); Omaha, NE (Nebraska)

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 #: 74724

The Role at a Glance

We are excited to bring on a Senior Analyst / Director in Alternative Investments. He/she will research, analyze, and perform due diligence on new investment strategies, managers, and investments, prepare and present investment memo / recommendations, as well as monitor and manage the existing portfolio. The successful candidate will be able to demonstrate strong analytical capabilities, attention to detail, and passion for fundamental investing. In addition, he/she will contribute to market outlook, ongoing reporting requirements, and other internal projects. The successful candidate will also be able to demonstrate the ability to build strong relationships with senior leaders, portfolio managers, and multiple internal groups.

What you'll be doing

Contribute to primary, coinvest, and secondary investments across alternatives strategies including private equity, hybrid credit, and hedge funds

Conduct due diligence on current and prospective managers and investments including: meetings and conference calls with senior personnel; review and analysis of fund/investment documents and information, such as offering memoranda, financial statements, due diligence questionnaires, market and regulatory reports.

Assess suitability and risk associated with the execution of investment strategies: prepare and present findings and recommendations

Contribute to the idea generation process and identify appropriate investments to key themes, opportunities, and risks in the markets broadly

Contribute to portfolio construction, investment allocation, and planning process. Help establish long term investment objectives

Facilitate strategic dialogue, clear communication, and thought leadership between external managers, management teams, and Lincolns investment team and senior leadership.

Work closely with internal business units, legal, accounting, operations, and data analytics teams

Generate reports and analytics to monitor the ongoing performance of managers and specific investment strategies.

What were looking for

Undergraduate Degree or 4+ years of comparable work experience; educational concentration in finance, economics, accounting, or a related field is preferred

3+ years of work experience, ideally in investment banking, private equity, hedge funds, asset management, and/or large institutional investment management

Fundamental equity analysis and corporate finance experience (i.e. capital structure knowledge, fundamental cash flow analysis, accounting concepts, financial statement analysis, etc.)

Working knowledge of investment manager operations and best practices across a wide range of strategies and instruments

Independent thinker with ability to develop and articulate an independent investment view

Application Deadline

Applications for this position will be accepted through August 15th, 2025 subject to earlier closure due to applicant volume.

Whats 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.

Whats in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

• Leadership development and virtual training opportunities

• PTO/parental leave

• Competitive 401K and employee benefits (

• Free financial counseling, health coaching and employee assistance program

• Tuition assistance program

• Work arrangements that work for you

• Effective productivity/technology tools and training

The pay range for this position is $93,300 - $169,700 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 Lincolns 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 Lincolns 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 an 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.

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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 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 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 (Lincoln or the Company) 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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.

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