Specialist, Fixed Income / ESG Investments
Job Posting for Specialist, Fixed Income / ESG Investments at Lincoln Financial
Date: Feb 16, 2023
Primary Location: Radnor, PA, US
Company: Lincoln Financial
Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Philadelphia, PA (Pennsylvania)
Work Arrangement: Hybrid/Home
Relocation assistance: is not available for this opportunity.
Requisition #: 71047
The Role at a Glance:
The Specialist Fixed Income role will perform and deliver research, analysis and reporting of the general account fixed income portfolio with a focus on enhancing Lincoln Financial Group’s ESG and responsible investing initiatives. S/He will also support portfolio managers in their day-to-day management of the fixed income portfolio and regularly contribute to preparation of committee level communication and presentation materials.
What you'll be doing:
ESG and responsible investing research and analysis
- Conducts industry and peer research for best practices in ESG and responsible investing governance, analyses and reporting
- Identifies and researches various non-financial ESG risks and opportunities that are pertinent to the general account portfolio
- Collaborates closely with internal and external stakeholders to enhance ESG investment reporting and dashboard, including but not limited to reporting requirements from UNPRI, DJSI, CDP, TCFD
Portfolio Management and Analysis
- Works closely with portfolio managers and external asset managers for daily management and oversight of fixed income portfolios.
- Researches and analyzes relevant investment and portfolio information utilizing both internal and external sources that help drive portfolio management decisions
- Provides analysis to support execution of credit risk management strategies for corporate bonds balancing income and capital preservation.
- Ensures data integrity and develops procedures for increased automation.
- Maintains knowledge of current and emerging developments in the fixed income market.
Presentations and Reporting
- Prepares PowerPoint presentations for analysis findings and recommendations; builds portfolio monitoring reports and analyzes data utilizing Tableau, Bloomberg and other internal/external data/resources to support key stakeholders’ decision making
What we’re looking for:
Must-haves:
- 4 Year/Bachelor's degree or 4 years of equivalent work experience in lieu of Bachelor's (Minimum Required)
- 1 - 3 years of experience in investments or portfolio analysis directly aligned to the specific responsibilities of this role (Required)
Nice-to-haves:
- 1-3 years of experience in ESG analysis is preferred.
- Change management skills, including ability to influence and gain collaboration and consensus.
- Some understanding of fixed income asset classes, asset allocation, equity markets, alternatives, and market analysis.
- Working knowledge of Tableau, Bloomberg strongly preferred
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
Work Arrangement
Hybrid/Home : Employees will work from home on average more days per week.
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 fraudhotline@lfg.com 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.
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