1,094 Asset Allocation jobs in the United States

**Alternate Locations:** Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid : Employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 75164
**The Role at a Glance**
As the **AVP of Strategic Asset Allocation** , you will own and provide strategic direction for Asset Allocation in the either our Greensboro, NC or Radnor, PA offices.
_Background Details_
As the AVP of Strategic Asset Allocation (SAA), you will lead the design and management of the Strategic Asset Allocation (SAA), ensuring alignment with the enterprise's risk appetite across capital, liquidity, and regulatory frameworks. You will closely collaborate with the market risk management team, which owns the underlying model, as well as ongoing communication with the portfolio managers and product actuaries. The SAA will support both the enterprise-level objectives and individual product strategies.
**What you'll be doing**
+ You will complete advanced modeling and strategy work on SAA capabilities, building out other legal entities, line of business, and product capabilities.
+ You will serve as a liaison to asset specialists, liability teams (new business/valuation modeling teams), risk, and market risk management modeling experts. In addition, you will lead team members and applicable internal/external stakeholders on complex assignments/projects.
+ You will research and analyze complex investment and portfolio information from a variety of internal and external sources to improve portfolio management decisions.
+ You will maintain knowledge on current and emerging developments/trends, stay abreast of global capital market trends, regulatory changes, assess the impact, and collaborate with senior management to incorporate new trends and developments in current and future strategies.
+ You will direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives. In addition, you will identify and direct the implementation of process improvements that significantly improve quality across the team, department and/or business unit.
+ You will lead the design and management of SAA across capital, liquidity, and sustainability dimensions. In addition, you will co-develop models and tools to optimize portfolio allocations under various economic scenarios.
+ You will align asset allocation strategies with enterprise risk appetite, regulatory frameworks (e.g., Bermuda, US RBC), and long-term business goals.
+ You will collaborate with portfolio managers to translate strategic views into actionable investment decisions.
+ You will ensure alignment between macroeconomic outlook, asset class expectations, and adjust allocations in response to evolving market conditions and internal constraints.
+ You will collaborate with ALM, actuarial, treasury, and risk teams to ensure asset-liability matching and capital efficiency.
+ You will present strategic recommendations to senior leadership, investment committees, and boards.
+ You will apply expert judgment to interpret model outputs and guide strategic decisions.
**What we're looking for**
_Must-haves:_
+ Advanced degree in finance, economics, actuarial science, or related field.
+ 10+ years of experience in investment strategy, asset allocation, and/or insurance portfolio management.
+ 3yr + experience with running a strategic asset allocation process for Life & Annuity companies.
+ Solid understanding of fixed income investments & Asset Liability Management (ALM).
+ Deep understanding of insurance balance sheets, liability structures, and regulatory capital frameworks.
+ Strong quantitative skills and familiarity with optimization models and scenario analysis tools.
+ Proven ability to communicate complex investment strategies to senior stakeholders.
+ Experience managing diverse, high-performing teams.
+ Ability to effectively communicate via writing/verbal while being able to also present and demonstrate ability to influence at all levels of management through clear, informed, and logical discussions/presentations.
+ Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
_Nice-to-haves:_
+ Chartered Financial Analyst designation, Associate of Society of Actuaries or Fellow of Society of Actuaries or Chartered Enterprise Risk Analyst or progress towards any of these
+ Bermuda regulatory experience.
+ Python, MATLAB, Power Bi, and Power Point expertise.
+ Demonstrated experience thinking outside of the box to provide creative and effective solutions.
+ Proven ability to be adaptable, agile and flexible abilities to provide creative solutions.
**Travel Requirements**
+ Up to 10%
**Application Deadline**
Applications for this position will be accepted through Friday, October 3, 2025 subject to earlier closure due to applicant volume.
**What's 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.
**What's 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 $125,800 - $229,100 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.
**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.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**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.
**Additional Information**
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 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 .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
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.

**Alternate Locations:** Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid : Employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 75164
**The Role at a Glance**
As the **AVP of Strategic Asset Allocation** , you will own and provide strategic direction for Asset Allocation in the either our Greensboro, NC or Radnor, PA offices.
_Background Details_
As the AVP of Strategic Asset Allocation (SAA), you will lead the design and management of the Strategic Asset Allocation (SAA), ensuring alignment with the enterprise's risk appetite across capital, liquidity, and regulatory frameworks. You will closely collaborate with the market risk management team, which owns the underlying model, as well as ongoing communication with the portfolio managers and product actuaries. The SAA will support both the enterprise-level objectives and individual product strategies.
**What you'll be doing**
+ You will complete advanced modeling and strategy work on SAA capabilities, building out other legal entities, line of business, and product capabilities.
+ You will serve as a liaison to asset specialists, liability teams (new business/valuation modeling teams), risk, and market risk management modeling experts. In addition, you will lead team members and applicable internal/external stakeholders on complex assignments/projects.
+ You will research and analyze complex investment and portfolio information from a variety of internal and external sources to improve portfolio management decisions.
+ You will maintain knowledge on current and emerging developments/trends, stay abreast of global capital market trends, regulatory changes, assess the impact, and collaborate with senior management to incorporate new trends and developments in current and future strategies.
+ You will direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives. In addition, you will identify and direct the implementation of process improvements that significantly improve quality across the team, department and/or business unit.
+ You will lead the design and management of SAA across capital, liquidity, and sustainability dimensions. In addition, you will co-develop models and tools to optimize portfolio allocations under various economic scenarios.
+ You will align asset allocation strategies with enterprise risk appetite, regulatory frameworks (e.g., Bermuda, US RBC), and long-term business goals.
+ You will collaborate with portfolio managers to translate strategic views into actionable investment decisions.
+ You will ensure alignment between macroeconomic outlook, asset class expectations, and adjust allocations in response to evolving market conditions and internal constraints.
+ You will collaborate with ALM, actuarial, treasury, and risk teams to ensure asset-liability matching and capital efficiency.
+ You will present strategic recommendations to senior leadership, investment committees, and boards.
+ You will apply expert judgment to interpret model outputs and guide strategic decisions.
**What we're looking for**
_Must-haves:_
+ Advanced degree in finance, economics, actuarial science, or related field.
+ 10+ years of experience in investment strategy, asset allocation, and/or insurance portfolio management.
+ 3yr + experience with running a strategic asset allocation process for Life & Annuity companies.
+ Solid understanding of fixed income investments & Asset Liability Management (ALM).
+ Deep understanding of insurance balance sheets, liability structures, and regulatory capital frameworks.
+ Strong quantitative skills and familiarity with optimization models and scenario analysis tools.
+ Proven ability to communicate complex investment strategies to senior stakeholders.
+ Experience managing diverse, high-performing teams.
+ Ability to effectively communicate via writing/verbal while being able to also present and demonstrate ability to influence at all levels of management through clear, informed, and logical discussions/presentations.
+ Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
_Nice-to-haves:_
+ Chartered Financial Analyst designation, Associate of Society of Actuaries or Fellow of Society of Actuaries or Chartered Enterprise Risk Analyst or progress towards any of these
+ Bermuda regulatory experience.
+ Python, MATLAB, Power Bi, and Power Point expertise.
+ Demonstrated experience thinking outside of the box to provide creative and effective solutions.
+ Proven ability to be adaptable, agile and flexible abilities to provide creative solutions.
**Travel Requirements**
+ Up to 10%
**Application Deadline**
Applications for this position will be accepted through Friday, October 3, 2025 subject to earlier closure due to applicant volume.
**What's 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.
**What's 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 $125,800 - $229,100 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.
**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.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**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.
**Additional Information**
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 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 .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
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.

**Alternate Locations:** Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid : Employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 75104
**The Role at a Glance**
As we expand our strategic capabilities to drive long term value, we are excited to bring on a highly analytical & motivated Assistant Vice President to our Strategic Asset Allocation (SAA) team. This role will focus on developing and enhancing methodologies and models that optimize asset-liability strategies, improve capital & risk-adjusted investment yield, and ultimately strengthen product profitability. This is an exciting opportunity to join a growing function that is shaping the future of yield generation and profitability across our insurance product portfolio. If you are passionate about applying advanced modeling techniques to solve real-world financial challenges, we invite you to be part of this journey.
**What you'll be doing**
**Research, Develop and Improve the Strategic Asset Allocation Model**
+ Develop the framework for, and improve upon, the Investment team's Strategic Asset Allocation Model, including a focus on Liability-Driven Asset Allocation
+ Work directly with the general account investment team to directly support key company strategic priorities, including internal, external, onshore, and offshore reinsurance arrangements
+ Ensure models are executed as designed, with clear attribution and interpretation of results
+ Investigate mathematical and portfolio optimization methodologies to improve accuracy and runtime.
+ Collaborate with other teams on assumption modeling and manage updates from both external and internal sources.
+ Stay apprised of new trends in industry techniques and applications of related quantitative modeling
**Collaborate on Research Topics Related to General Account Asset Management**
+ Brainstorm with senior members to generate innovative ideas and solutions.
+ Build ad-hoc tools for research ideas and implement prototype models using Python, translating mathematical concepts into code within a limited timeframe.
+ Analyze results and provide conclusions and explanations.
+ Provide intuition on the impact to the overall portfolio of different asset classes and their placement in the different legal entity portfolios
**Develop and Execute other In-House Models Upon Request**
+ Integrate macroeconomic and capital market assumptions into SAA models.
+ Support strategic insights that may inform future tactical asset allocation decisions.
**Prototype and Implement Visualizations and Communications**
+ Create visually interesting and intuitive displays of the most important results
+ Design reports, metrics, and communications that identify actionable investment insights
**What we're looking for**
**_Must Have:_**
+ Ph.D. or Master's in a quantitative discipline (Financial Engineering, Mathematics, Physics, Engineering, or related fields)
+ Solid background in mathematics and statistics.
+ 10+ years of experience in a related field, at least 5 of which is directly building/maintaining SAA model
+ Experience with US and/or Bermudan life insurance capital regimes
+ Strong coding skills in Python and any other programming language.
+ Familiarity with databases, data visualization, and portfolio optimization techniques.
+ Strong communication skills.
+ Curiosity and passion for research.
**_Nice to Have:_**
+ Previous experience in credit risk modeling.
+ Familiarity with capital market assumptions.
+ Prior experience with asset liability management, SAA optimization work for liability driven investment strategies, and/or asset modeling experience.
**Application Deadline**
Applications for this position will be accepted through October, 31, 2025, subject to earlier closure due to applicant volume.
**What's 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.
**What's 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 $125,800 - $229,100 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.
**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.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**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.
**Additional Information**
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 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 .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
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.

Alternative Investment Operations & Accounting Ecosystem Project Manager

Full-Time

Boston, MA or Springfield, MA

The Opportunity

The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the long-term programs to implement the target state operating models and other strategy changes across our finance, investments, and risk organizations. In this role, you will report directly to the CFPMO Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of investment operations & accounting projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As a CFPMO Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors, work with program managers and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

The CFPMO oversees the execution of initiatives across Corporate Finance, Enterprise Risk, Investment Management, Law, and HR & Employee Experience, as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.

We are a team of self-starters, who enjoy solving complex business problems with proven track records of excellence in project management and the ability to quickly structure and manage work in a dynamic, complex environment.

The Impact:

As a Corporate Function Project Manager focused on investment operations & investment accounting projects, you will:

• Bring an understanding of how alternative instruments & alternative products work in financial services to accomplish the following
• Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
• Develop and maintain required Detailed Planning artifacts and manage plan execution
• Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
• Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
• Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
• Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
• Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
• Drives continuous improvement and efficiencies beyond own scope of responsibility
• Accountable for meeting all business requirements from development through implementation

The Minimum Qualifications

• Bachelor's degree or equivalent experience and expertise
• 8+ years of project management experience
• 1+ years experience with project management software including but not limited to MS Project, Smartsheet, and Jira

The Ideal Qualifications

• 10+ years of project management experience, 5+ within a PMO
• 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
• Experience leading projects related to improving investment operations & investment accounting processes, technologies, and overall organizational design spanning public & private asset classes
• Project Management Professional (PMP) certification or equivalent
• Agile/Waterfall project management experience
• Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

• Regular meetings with the CFPMO
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-DM2

#CFPMO

MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Alternative Investment Operations & Accounting Ecosystem Project Manager

Full-Time

Boston, MA or Springfield, MA

The Opportunity

The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the long-term programs to implement the target state operating models and other strategy changes across our finance, investments, and risk organizations. In this role, you will report directly to the CFPMO Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of investment operations & accounting projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As a CFPMO Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors, work with program managers and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

The CFPMO oversees the execution of initiatives across Corporate Finance, Enterprise Risk, Investment Management, Law, and HR & Employee Experience, as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.

We are a team of self-starters, who enjoy solving complex business problems with proven track records of excellence in project management and the ability to quickly structure and manage work in a dynamic, complex environment.

The Impact:

As a Corporate Function Project Manager focused on investment operations & investment accounting projects, you will:

• Bring an understanding of how alternative instruments & alternative products work in financial services to accomplish the following
• Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
• Develop and maintain required Detailed Planning artifacts and manage plan execution
• Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
• Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
• Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
• Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
• Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
• Drives continuous improvement and efficiencies beyond own scope of responsibility
• Accountable for meeting all business requirements from development through implementation

The Minimum Qualifications

• Bachelor's degree or equivalent experience and expertise
• 8+ years of project management experience
• 1+ years experience with project management software including but not limited to MS Project, Smartsheet, and Jira

The Ideal Qualifications

• 10+ years of project management experience, 5+ within a PMO
• 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
• Experience leading projects related to improving investment operations & investment accounting processes, technologies, and overall organizational design spanning public & private asset classes
• Project Management Professional (PMP) certification or equivalent
• Agile/Waterfall project management experience
• Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

• Regular meetings with the CFPMO
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-DM2

#CFPMO

MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

**About the Role:**
**Grade Level (for internal use):**
12
**About the Role:** **We are seeking applicants for the role of** **Associate Director** **in the** **Index Investment Strategy** **in the NY office of S&P Dow Jones Indices (S&P DJI).**
**The Team:**
**Reporting to a Senior Director, you will collaborate with a global team to design, create and promote thought leadership to enhance S&P DJI's revenues, relationships, and reputation. Your contributions will help develop interest in a market-leading range of indices, with a particular focus** **on growing our** **indices in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions. You will also have the chance to support S&P DJI's market leading SPIVA® research.**
**You will have the potential to work on a wide range of investment topics, calibrated for a wide range of investor sophistication levels, addressed to a global audience of market participants.**
**Responsibilities and Impact:**
**Activities** **span the development and delivery actionable insights across a range of formats. You will:**
**conduct original research with a focus on applications for direct indexing/model portfolios**
**create and maintain analytic and reporting tools**
**support regular market commentary and analysis**
**provide frequent thought leadership and educational presentations internally and externally**
**Responsibilities** **include:**
**act as a subject matter expert for direct indexing and model portfolios**
**executing on relevant research topics**
**answering one-off requests from clients and management**
**producing content for public dissemination and distribution**
**Although you will primarily support your direct line manager, your work will also support a team of colleagues based in London and New York.**
**Compensation/Benefits Information:** **(This section is only applicable to US candidates)**
**S&P Global states that the anticipated base salary range for this position is $135,000 to $165,000. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.**
**In addition to base compensation, this role is eligible for an annual incentive plan.**
**This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here ( .**
**What we are looking for:**
**Basic Required Qualifications:**
**Collaborative, creative, and curious approach**
**5-10 years of experience in a quantitative role in financial services**
**Strong understanding of markets;**
**Experience related to digital wealth will be an advantage**
**Interest in the global markets and investing landscape**
**Excellence in written and oral communication**
**Excellent analytical and quantitative capabilities (Prior experience with Zephyr/PSN, eVestment, FactSet, CIQ Pro, Morningstar, SPICE, VBA, Python is a plus)**
**The Index Investment Strategy Team's mission** **is to enhance the reputation, relationships, and revenues of S&P Dow Jones Indices through actionable insights. We provide research and commentary across our full range of indices and data sets, covering a wide range of topics including but not limited to: the active-passive debate, factor indices, Climate and ESG indices, risk and volatility, and index dynamics. Our thought leadership promotes index-based investing, trading, and benchmarking to a variety of financial market participants, providing actionable insights at a variety of sophistication levels and frequency.**
**About S&P Global** **Dow Jones Indic** **e** **s**
At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We're the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies.
S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:   and your request will be forwarded to the appropriate person. 
**US Candidates Only:** The EEO is the Law Poster   describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Middle Professional (EEO Job Group) (inactive), 20 - Professional (EEO-2 Job Categories-United States of America), RESECH202.2 - Middle Professional Tier II (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** New York, New York, United States

Our client, a dynamic financial institution, is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their esteemed team in Atlanta, Georgia, US . This role is central to developing and refining the company's investment strategies, requiring a deep understanding of market trends, financial modeling, and risk assessment. You will be responsible for conducting in-depth financial analysis, preparing comprehensive reports on investment performance, and providing strategic recommendations to senior management. Key duties include forecasting financial performance, evaluating potential investment opportunities, and modeling various economic scenarios. Collaboration with different departments, including portfolio management, risk management, and operations, will be essential to ensure alignment and successful execution of financial plans. The ideal candidate will possess strong quantitative skills, a mastery of financial software and databases, and the ability to communicate complex financial information effectively to diverse audiences. You will also play a role in developing and maintaining financial models, performing due diligence on potential acquisitions or partnerships, and ensuring compliance with regulatory requirements. This position offers a significant opportunity to influence the company's financial direction and contribute to its sustained growth and profitability. We are looking for a proactive individual with a strong ethical compass and a commitment to excellence in financial analysis and strategy. Your insights will be critical in navigating complex financial landscapes and identifying avenues for competitive advantage.

Our client, a leading FinTech firm revolutionizing the investment landscape, is seeking an accomplished Director of Investment Strategy to join their fully remote, world-class team. This is a critical leadership role responsible for developing and implementing sophisticated investment strategies that drive superior risk-adjusted returns for our diverse clientele. As Director, you will lead the research and analysis of global markets, macroeconomic trends, and asset classes to identify investment opportunities and construct optimal portfolios. Your responsibilities will include developing quantitative and qualitative investment frameworks, managing asset allocation, conducting due diligence on potential investments, and overseeing portfolio construction and risk management. You will collaborate closely with portfolio managers, quantitative analysts, and technology teams to leverage cutting-edge tools and data analytics in informing investment decisions. The ideal candidate possesses a deep understanding of financial markets, diverse investment vehicles (equities, fixed income, alternatives), and sophisticated financial modeling techniques. A strong background in quantitative finance, econometrics, or a related field is essential, along with a proven track record of success in developing and executing successful investment strategies. This is a remote-first position, requiring exceptional communication, presentation, and collaboration skills to effectively engage with a distributed team and senior stakeholders. You will be responsible for articulating complex investment concepts clearly and concisely, contributing to the firm's thought leadership, and ensuring investment strategies align with the company's overall business objectives. We are looking for a strategic thinker with a passion for financial markets and a commitment to delivering exceptional investment outcomes. This is a unique opportunity to shape the investment future of a dynamic FinTech company from anywhere in the world.

Responsibilities:

• Develop, implement, and refine innovative investment strategies across various asset classes.
• Conduct in-depth market research, economic analysis, and competitive intelligence.
• Construct and manage optimal investment portfolios, focusing on risk-adjusted returns.
• Perform due diligence on investment opportunities, including securities and alternative assets.
• Utilize quantitative analysis and financial modeling to support investment decisions.
• Oversee portfolio construction, asset allocation, and risk management processes.
• Collaborate with portfolio managers, traders, and research analysts to execute strategies.
• Communicate complex investment strategies and performance insights to internal teams and external clients.
• Stay abreast of global market trends, regulatory changes, and FinTech advancements.
• Contribute to the firm's intellectual capital and thought leadership.
• Ensure compliance with all regulatory requirements and internal policies.
• Drive innovation in investment product development and service offerings.

Qualifications:

• Master's degree or Ph.D. in Finance, Economics, Mathematics, or a related quantitative field.
• 10+ years of progressive experience in investment management, strategy, or research, preferably within FinTech or asset management.
• Deep understanding of global financial markets, various asset classes, and investment strategies.
• Proven expertise in quantitative analysis, financial modeling, and portfolio construction.
• Experience with risk management frameworks and tools.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong leadership, communication, and presentation abilities.
• CFA charter or progress towards it is highly desirable.
• Ability to thrive in a fast-paced, fully remote, and collaborative environment.
• Proven track record of developing and implementing successful investment strategies.

Join our pioneering FinTech company and lead investment strategy development from your home office. This role serves the **Nashville, Tennessee, US** market but is entirely remote.

Our client, a rapidly expanding financial services firm based in **Tampa, Florida**, is seeking a highly analytical and strategic Senior Financial Analyst to join their investment strategy team. This hybrid role offers a dynamic work environment where you can leverage your financial acumen to drive key investment decisions. You will be responsible for conducting in-depth financial analysis, developing complex financial models, and providing critical insights to support investment strategy formulation and execution. Your core responsibilities will include market research, competitive analysis, valuation modeling, scenario planning, and performance reporting. You will work closely with portfolio managers, investment committees, and other stakeholders to identify opportunities, assess risks, and recommend strategic financial actions. The ideal candidate will possess a Bachelor's degree in Finance, Economics, Accounting, or a related field, with a strong preference for an MBA or CFA designation. A minimum of 5 years of experience in financial analysis, investment banking, corporate finance, or a similar analytical role is required. Proficiency in financial modeling software, advanced Excel skills, and experience with financial databases (e.g., Bloomberg, Refinitiv) are essential. You should have a strong understanding of financial markets, investment principles, and corporate finance concepts. Excellent analytical, problem-solving, and communication skills are crucial, as is the ability to present complex financial information clearly and concisely to both financial and non-financial audiences. This hybrid position requires regular in-office presence for collaborative meetings and strategic discussions, alongside the flexibility of remote work for focused analytical tasks. If you are a results-oriented financial professional with a passion for investment strategy, we encourage you to apply.