- Lincoln Financial (Fort Wayne, IN)
- …(eg "stickers"). * Leading the process for maintaining, updating, and organizing mutual fund registration documents and all exhibits, including complex ... contracts. * Researching, evaluating and reporting on regulatory matters related to mutual fund registration documents and fund financial statements. *… more
- Lincoln Financial (Fort Wayne, IN)
- …agreements, vendor contracts for services supporting the advisor and the mutual fund complex. * Drafting negotiating, and interpreting participation ... also provide legal support, legal project management and guidance regarding the proprietary mutual funds, including advice regarding fund operations and fund … more
- Lincoln Financial (Fort Wayne, IN)
- …of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, you will be responsible for placing trades ... in: * Operational and accounting functions related to variable separate accounts. * Mutual fund transfer agency functions, in both an operational and oversight… more
- Lincoln Financial (Fort Wayne, IN)
- …Year/bachelor's degree (or equivalent) (Minimum Required) **Experience** *3-5 years experience in mutual funds and experience in manager/ fund research and risk ... totaling $174B, $92B of which is Lincoln's proprietary variable insurance trust mutual funds. You will regularly interact with senior management, Lincoln Variable… more
- Lincoln Financial (Fort Wayne, IN)
- …be doing** + Prepare and validate daily, monthly, and quarterly unit value and fund reports. + Ensure accuracy and consistency of performance and fund data ... internal documentation and reports. + Collaborate with internal teams such as Fund Accounting, Product Teams, and Marketing. + Support initiatives and projects to… more