1,102 Fund Management 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.

Job Description

Job Description

A Top 100 AmLaw firm seeks an associate to join their Transactions Practice Group.

JD years . Qualified candidates must have solid fund formation and investment management experience, including fund and management structuring, side letter negotiations, secondary sales, and Investment Advisers Act registration and compliance experience. The ideal candidate also will have sophisticated document drafting skill and the ability to manage complex projects and transactions. The candidate must be comfortable with direct interaction with both senior partners and clients and have a positive attitude, strong interpersonal skills, and an exceptional work ethic, coupled with a desire to be part of a fast-paced, growing and collaborative environment.

To be considered, a candidate must hold a JD from an ABA-approved law school and must be in good standing and an active member of the Bar of the state(s) where the candidate is admitted to practice. Timely admission to the Bar coinciding with the office of hire will be a condition of employment.

The Valuation Controller role is a position on the Product Administration Business Platform Team within Client Service / Asset Management and has responsibility for supporting the oversight of valuation of investments held by the Funds. The role entails a working knowledge of the Funds' investments and all aspects of valuation related to those investments. The Valuation Controller will support the Product Administration leadership team in executing management and oversight responsibilities.
The role is visible within the organization and requires working cross functionally in areas including: Portfolio Management, Legal, Compliance as well as various external pricing vendors and other parties that provide services to the Funds.
**Job responsibilities**
+ Daily / Monthly Oversight - execute risk-based oversight model that addresses daily risk all aspects of valuation including: trade back-testing, price fluctuations and comparisons, market events impacting valuation, oversight of pricing vendors and service providers, engagement with relevant stakeholders and global counterparts and management reporting.
+ Management Reporting - prepare and review of required reporting to senior management, valuation committee, boards of trustees that highlight metrics on oversight results and analysis, regulatory requirements, escalation items and other relevant topics.
+ Financial reporting and disclosure controls - prepare all valuation-related financial statement disclosures and regulatory filings; coordination of all audit efforts with service providers and external auditors.
+ New products/change to existing products - evaluating valuation-related aspects of proposals, review of pricing vendor capabilities and assessment of valuation risk.
+ Valuation-related initiatives - leading/participating in various valuation-related initiatives.
**Required qualifications, capabilities, and skills**
+ College degree in finance, economics or related field with at least 3+ years' experience in the investment management industry.
+ Knowledge and experience of valuation methodologies and techniques across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products).
+ Technical and business knowledge of various Fund structures (e.g., mutual collective investment and hedge funds) and activities from an investment, operational, regulatory, accounting and financial reporting perspective.
+ Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications.
+ Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
+ Demonstrated thought leadership and the ability to influence and achieve results. Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
+ Proactive attitude, commitment to continuous learning, willing to challenge the status quo to improve processes and flexibility, strong organizational and time management skills.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Description

As a Fund Controller in the Asset Management Client Service division the Product Administration Team and has responsibility for supporting the overall management and oversight of a group of Funds including US Mutual Funds, ETFs, and Collective Investment Funds in addition to Canadian products including ETFs.

Job summary:

As an Asset Management - Fund Controller - Associate you will support the Production Administration leadership team in executing management and oversight responsibilities for the Funds. You will consider the market, regulatory, and business environment that they operate within the space. As a Fund Controller Associate you will participate in and support new fund development and implementation efforts as well as other product related initiatives as they arise.

Job responsibilities:

• Execute risk focused oversight model that address all aspects of Fund Operations including: daily/monthly net asset values, distributions, expenses, implementation of accounting policies, issue identification, management and resolution.
• Evaluate all aspects of proposals (e.g., prospectus language, trading/operational model, distributions, expense structure, etc.) to identify solutions to launch/modify the product.
• Implement the appropriate risk-focused oversight controls.
• Review and approve Funds' financial statements and regulatory filings; coordination of all audit efforts with service providers and external auditors; and, executing disclosure control procedures in support of Audit Committee clearance meetings, principal financial/executive officer certifications, etc.
• Review and provide input to all Fund-related regulatory filings (e.g., N-1A), participate in efforts to respond to regulatory requests and inquiries related to the Funds.
• Lead and participate in various Fund related initiatives.
• Develop materials to summarize oversight results to Funds' governing bodies

Required qualifications, skills and capabilities:

• 3+ years' experience in the investment management industry.
• Technical and business knowledge of various Fund structures (e.g., mutual collective investment and ETFs) and activities from an investment, operational, regulatory, accounting and financial reporting perspective.
• Knowledge and experience across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products).
• Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications.
• Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
• Demonstrated thought leadership and the ability to influence and achieve results. Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
• Proactive attitude, commitment to continuous learning, willing to challenge the status quo to improve processes

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Jersey City,NJ $113,000.00 - $160,000.00 / year

The Valuation Controller role is a position on the Product Administration Business Platform Team within Client Service / Asset Management and has responsibility for supporting the oversight of valuation of investments held by the Funds. The role entails a working knowledge of the Funds' investments and all aspects of valuation related to those investments. The Valuation Controller will support the Product Administration leadership team in executing management and oversight responsibilities.

The role is visible within the organization and requires working cross functionally in areas including: Portfolio Management, Legal, Compliance as well as various external pricing vendors and other parties that provide services to the Funds.

Job responsibilities

• Daily / Monthly Oversight - execute risk-based oversight model that addresses daily risk all aspects of valuation including: trade back-testing, price fluctuations and comparisons, market events impacting valuation, oversight of pricing vendors and service providers, engagement with relevant stakeholders and global counterparts and management reporting.
• Management Reporting - prepare and review of required reporting to senior management, valuation committee, boards of trustees that highlight metrics on oversight results and analysis, regulatory requirements, escalation items and other relevant topics.
• Financial reporting and disclosure controls - prepare all valuation-related financial statement disclosures and regulatory filings; coordination of all audit efforts with service providers and external auditors.
• New products/change to existing products - evaluating valuation-related aspects of proposals, review of pricing vendor capabilities and assessment of valuation risk.
• Valuation-related initiatives - leading/participating in various valuation-related initiatives.

Required qualifications, capabilities, and skills

• College degree in finance, economics or related field with at least 3+ years' experience in the investment management industry.
• Knowledge and experience of valuation methodologies and techniques across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products).
• Technical and business knowledge of various Fund structures (e.g., mutual collective investment and hedge funds) and activities from an investment, operational, regulatory, accounting and financial reporting perspective.
• Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications.
• Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
• Demonstrated thought leadership and the ability to influence and achieve results. Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
• Proactive attitude, commitment to continuous learning, willing to challenge the status quo to improve processes and flexibility, strong organizational and time management skills.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

**Introductory marketing language**
Be part of a global leader in investment banking and securities services, where your expertise will shape the future of private markets fund administration. At J.P. Morgan, you'll collaborate with top professionals and make a meaningful impact for our clients worldwide.
As a Product Management Associate in Private Fund Services, you will help govern and define our private markets fund administration product. You'll become a Subject Matter Expert, providing thought leadership and guidance, and work closely with partners in Operations, Risk, Technology, Product Development, Compliance, and Sales/Relationship Management to deliver best-in-class solutions for our clients.
**Job responsibilities**
+ Define and document the standard product definition, ensuring alignment with global fund offerings
+ Manage the legal and regulatory landscape to ensure product compliance
+ Act as a subject matter expert with product partners
+ Collaborate with Sales to define and agree on the target profile of prospective clients
+ Produce and present marketing materials, coordinate RFP responses, and provide pricing proposals
+ Work with Operations to develop deal solutions and target operating models
+ Negotiate legal contracts within agreed parameters
+ Develop strategic relationships with key client decision-makers and act as escalation point
+ Manage product profit and loss at a client level, identifying operational inefficiencies and service opportunities
**Required qualifications, capabilities, and skills**
+ Experience with private markets fund administration and/or accounting and operations
+ Knowledge of the private markets fund space
+ Ability to manage to tight deadlines with flexibility
+ Strong written and verbal communication skills
+ Pragmatic problem solver and analytical thinker
+ Ability to synthesize information, prioritize business goals, and drive results with urgency and attention to detail
+ Ability to generate support from stakeholders and build strong internal relationships
**Preferred qualifications, capabilities, and skills**
+ Experience presenting to client boards and senior stakeholders
+ Familiarity with fund administration platforms and technology solutions
+ Ability to identify and drive operational efficiencies
+ Experience negotiating legal contracts in a financial services environment
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Jersey City,NJ $91,200.00 - $132,000.00 / year

Introductory marketing language
Be part of a global leader in investment banking and securities services, where your expertise will shape the future of private markets fund administration. At J.P. Morgan, you'll collaborate with top professionals and make a meaningful impact for our clients worldwide.

As a Product Management Associate in Private Fund Services, you will help govern and define our private markets fund administration product. You'll become a Subject Matter Expert, providing thought leadership and guidance, and work closely with partners in Operations, Risk, Technology, Product Development, Compliance, and Sales/Relationship Management to deliver best-in-class solutions for our clients.

Job responsibilities

• Define and document the standard product definition, ensuring alignment with global fund offerings
• Manage the legal and regulatory landscape to ensure product compliance
• Act as a subject matter expert with product partners
• Collaborate with Sales to define and agree on the target profile of prospective clients
• Produce and present marketing materials, coordinate RFP responses, and provide pricing proposals
• Work with Operations to develop deal solutions and target operating models
• Negotiate legal contracts within agreed parameters
• Develop strategic relationships with key client decision-makers and act as escalation point
• Manage product profit and loss at a client level, identifying operational inefficiencies and service opportunities

Required qualifications, capabilities, and skills

• Experience with private markets fund administration and/or accounting and operations
• Knowledge of the private markets fund space
• Ability to manage to tight deadlines with flexibility
• Strong written and verbal communication skills
• Pragmatic problem solver and analytical thinker
• Ability to synthesize information, prioritize business goals, and drive results with urgency and attention to detail
• Ability to generate support from stakeholders and build strong internal relationships

Preferred qualifications, capabilities, and skills

• Experience presenting to client boards and senior stakeholders
• Familiarity with fund administration platforms and technology solutions
• Ability to identify and drive operational efficiencies
• Experience negotiating legal contracts in a financial services environment

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Jersey City,NJ $91,200.00 - $132,000.00 / year