
Website Lincoln Financial Group
Job Description:
Lincoln Financial Group, a Fortune 250 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 $238 billion in assets under management as of December 31, 2018.
Job Responsibilities:
- Collect and summarize financial & investment information to support the preparation of reports and updates on financial position.
- Keeps abreast of investments-related regulatory changes and supports the development of internal processes to optimize the company’s capital and ensure proper standards are adhered to.
- Provide support to team & management in their planning and optimization of investments, including net investment income, capital planning, and regulatory initiatives.
- Identify impediment and communicates to management the potential risks to financial/investment initiatives.
- Support management in the preparation of monthly, quarterly and annual reviews of the organization’s financial status and progress in its various programs and activities.
- Work collaboratively with the Corporate Treasury team and internal teams across business units to optimize capital planning.
- Maintain current knowledge of economic trends and conditions within the financial services industry that may impact his/her assigned area(s).
Job Requirements:
- 4 Year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor’s) (Minimum Required)
- Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).
- 1-3 years experience in accounting, finance, and/or asset management directly aligning with the responsibilities of the position (required)
Job Details:
Company: Lincoln Financial Group
Vacancy Type: Full Time
Job Location: Raleigh, NC, US
Application Deadline: N/A
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