About this role
Sr. Multi-Asset Investment Research Analyst (Radnor, PA, US) at Lincoln Financial. Location: Radnor or Greensboro. Role: analyzing investments, supporting portfolios, preparing presentations Requirements: Bachelor's in finance/business/economics/statistics/math, 5+ years in portfolio construction or multi-asset investing, advanced Excel and PowerPoint, strong analytical/statistical skills; familiarity with Morningstar Direct, Power BI/Tableau, Bloomberg, Python/VBA and AI tools preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Excel, Microsoft PowerPoint, Morningstar Direct, Power BI, Tableau, Bloomberg, Python, VBA, Copilot, Claude Certifications: cfa, caia Commitment: Full Time Workplace: Hybrid Languages: English