reporting analyst Radnor, PA
Lincoln Financial Group
Full Time
Radnor, PA
118300 - 65700 USD ANNUAL Today
Job description
Date: Jul 13, 2023
Primary Location: Radnor, PA, US
Company: Lincoln Financial
Alternate Locations: Radnor, PA (Pennsylvania); Greensboro, NC (North Carolina)
Work Arrangement:
Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.
Relocation assistance: is not available for this opportunity.
Requisition #: 71897
The Role at a Glance
The Data and Reporting Analyst will provide functional expertise to strategically develop and implement future portfolio management tools/solutions on the Investment Data and Analytics team. S/he will be a key contributor to the strategic development and implementation of the overall analytical structure of investment data as well as provide subject matter expertise and direction to ensure departmental results for his/her assigned area(s). This position will also perform and deliver data/portfolio analysis, helping facilitate a strategic vision in preparation of presentations/reports with executive leadership team.
What you'll be doing
- Contribute to the strategic development and ongoing data and reporting needs for the investment team.
- Provide subject matter expertise with respect to data reporting and analytics to positively influence key internal stake holders on vision, architecture, and strategies.
- Identify, automate, and communicate process improvements that improve efficiency and quality.
- Communicate analysis and strategic vision of presentations to executive leadership team regarding the investment portfolio.
- Responds to data requests by independently selecting appropriate data/information, aggregating data, and developing visuals based on understanding of various assets.
- Collaborate with internal Investment team and external vendors to collect and manage large-scale datasets that support better investment decisions.
- Support the strategic direction to build and enhance the capability for his/her assigned area(s) of responsibility.
- Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
- Engage with team members and/or management in developing recommendations to solve problem and issues.
- Perform and deliver on assignments/projects for his/her assigned area(s) of responsibility.
What we’re looking for
- 4 Year/Bachelor's degree in mathematics, statistics, economics / econometrics, accounting, finance or equivalent work experience (4 years of experience in lieu of Bachelor's).
- 3-5 years of experience in data administration or business analysis that directly aligns with the specific responsibilities for this position.
- Critical thinker with high attention to detail.
- Strong PowerPoint expertise and proficiency in Excel.
- Proficient in Tableau and/or Power BI development.
- Experience or understanding of API protocol, Python/R, SQL and Dataiku a plus.
- Understanding of database infrastructure with proven ability to improve data/information access
- Deep understanding of project management including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
- Hands-on experience collaborating with IT and across multiple key business stakeholders.
- Strong written and verbal communication skills.
- Communicating reporting, analytics, and complex concepts to a variety of audiences.
- Investment experience or desire to gain a better understanding of financial markets
- Demonstrated track record of consistently meeting and/or exceeding performance expectations.
What’s it like to work here?
At Lincoln Financial Group, 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:
- A clearly defined career framework to help you successfully manage your career
- 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
- A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
- Effective productivity/technology tools and training
Pay Range: $65,700 - $118,300
Actual base pay could vary 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 Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.
Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.
Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.
Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
Lincoln is committed to creating a diverse and 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.
Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook, Twitter, LinkedIn, and Instagram.
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 [email protected] 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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
