Sr. Multi-Asset Investment Research Analyst

Lincoln Financial•Radnor, PA

3d•$108,501 - $195,900•Hybrid

About The Position

This position will analyze and deliver on complex assignments/projects for their assigned area(s) of responsibility. He/she will perform rigorous investment research, analysis and reporting of global asset allocation (strategic and tactical) and multi-asset portfolio construction and implementation. Acting as a key resource, He/she will support portfolio managers in their day-to-day management of asset allocation activities and multi-asset portfolios. S/he will also contribute to the preparation of committee level communication and presentation.

Requirements

4 Year/Bachelor's degree (or equivalent) in Finance, Business, Economics, Statistics/Math or a related field (Minimum Required).
5 – 7 Years’ experiences in portfolio construction, multi-asset investing, or investment research & analysis in one of the major asset classes (fixed income, global / international / domestic equities).
Analytical/statistical skills to process and handle large amounts of data.
Advanced knowledge of Microsoft Excel and PowerPoint is required.

Nice To Haves

Advanced degree such as an MBA/MFE is preferred.
Shorter work experience can be considered at Analyst level.
Portfolio optimization techniques, or prior macroeconomic analysis or portfolio management experience.
Progress towards CFA or other professional designations (CAIA), or willingness to pursue professional designations.
Familiarity with Morningstar Direct, PowerBI/Tableau, Bloomberg, or other financial software is preferred.
Experience in Python, VBA or other programming languages is a big plus.
Familiar with AI tools (Copilot / Claude)

Responsibilities

Responsible for supporting the daily portfolio management, construction, and implementation of LFI and sub-advised advised multi-asset funds.
Collaborates with internal multi-asset portfolio managers, single-asset (equity, fixed income, derivatives or private market) portfolio managers, and external asset managers.
Analyzes the investment performance and risks of multiple asset classes (primarily equity and fixed income), and conduct proprietary research on asset allocation strategies, portfolio construction and optimization techniques, and cost/tax aware tactical trading strategies.
Analyzes and supports execution of risk management and strategic/tactical asset allocation strategies for multi-asset portfolios
Maintains knowledge of current and emerging developments with respect to asset allocation, capital markets and multi-asset portfolios.
Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for their assigned area(s) of responsibility.
Identifies and recommends process improvements that significantly reduce workloads or improve quality for their assigned area(s) of responsibility.
Consults/Analyze on more complex assignments and/or projects for their assigned area(s) of responsibility.
Provides more complex reports and analyzes data to support internal and external stakeholders’ decision making.
Ensures data integrity and develops procedures and other process improvements for increased automation.
Monitors investment guidelines and investment strategies to discern and communicate valuable information to Portfolio Managers.
Prepares PowerPoint presentations for analysis findings and recommendations.
Writes and edits a broad range of communications and presentations for internal audiences, including but not limited to Investment Committees, Board of Director Committee presentations, quarterly business reviews, and ad-hoc investment reports.
Researches and analyzes more complex investment information to enhance communication across the company.