- Lincoln Financial (Radnor, PA)
- …regulatory filings. The focus of this position is to ensure the Lincoln Mutual Funds successfully complete all required SEC filings timely and accurately. ... desired . A minimum of 1-4 years of accounting, financial reporting/analysis experience in mutual fund , insurance, or public accounting environment . Mutual … more
- Lincoln Financial (Radnor, PA)
- …also provide legal support, legal project management and guidance regarding the proprietary mutual funds , including advice regarding fund operations and ... are responsible for providing investment management services to proprietary mutual funds and separate accounts. You will...vendor contracts for services supporting the advisor and the mutual fund complex. * Drafting negotiating, and… more
- Lincoln Financial (Radnor, PA)
- …(eg "stickers"). * Leading the process for maintaining, updating, and organizing mutual fund registration documents and all exhibits, including complex ... Researching, evaluating and reporting on regulatory matters related to mutual fund registration documents and fund...Required) * 5 - 7+ Years of experience with mutual funds , investment advisers and/or service providers… more
- Lincoln Financial (Radnor, PA)
- …with financial systems or tools (eg, Morningstar, FactSet, Power BI). + Familiarity with mutual funds , segregated funds , or insurance investment products. + ... We're looking for a motivated Analyst to join our Funds Management team. You'll play a key role in...and validate daily, monthly, and quarterly unit value and fund reports. + Ensure accuracy and consistency of performance… more
- Lincoln Financial (Radnor, PA)
- …of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, you will be responsible for placing trades ... market open related to our separate accounts and LVIPT funds (hours are generally 4AM to 1PM ET). Additional...and accounting functions related to variable separate accounts. * Mutual fund transfer agency functions, in both… more
- Lincoln Financial (Radnor, PA)
- …*4 Year/bachelor's degree (or equivalent) (Minimum Required) **Experience** *3-5 years experience in mutual funds and experience in manager/ fund research and ... assets totaling $174B, $92B of which is Lincoln's proprietary variable insurance trust mutual funds . You will regularly interact with senior management, Lincoln… more
- Lincoln Financial (Radnor, PA)
- …Ideal candidate: + Experience with retail investment product strategy, specifically with traditional mutual funds and alternative evergreen funds , and being ... in the development of a market leading and profitable Fund Management line-up. They will lead teams that are...the creation, structuring, and launch of new alternative evergreen funds and other retail investment products. + Contributes to… more