Lincoln Financial

SVP, Investment Strategy – Portfolio Management

Lincoln Financial

full-time

Posted on:

Location Type: Hybrid

Location: Radnor • North Carolina • Pennsylvania • United States

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Salary

💰 $210,938 - $351,563 per year

Job Level

Lead

About the role

  • Lead the design, enhancement, and management of the Strategic Asset Allocation (SAA) framework for all legal entities and business lines, ensuring alignment with enterprise risk appetite, capital, liquidity, and sustainability objectives
  • Oversee the integration of SAA into both new business pricing models and in-force portfolio optimization, collaborating with actuarial, ALM, and product teams to ensure robust asset-liability matching and capital efficiency
  • Partner with our asset teams to identify and evaluate new asset classes and investment strategies that meet evolving business and regulatory needs, including those specific to US and Bermuda insurance regimes
  • Lead and direct team members in the development and ongoing evolution of the SAA
  • Oversee the development and continuous improvement of quantitative models and scenario analysis tools to optimize portfolio allocations under various economic and regulatory scenarios (e.g., forward-looking views, stress testing)
  • Lead a team of portfolio managers who are responsible for investment strategy and portfolio management for our insurance business lines
  • Serve as a key liaison to asset specialists, liability teams, risk, treasury, and actuarial functions, fostering cross-functional collaboration to achieve enterprise objectives
  • Lead, mentor, and develop a high-performing team, promoting a culture of innovation, analytical rigor, and continuous improvement
  • Communicate complex investment strategies and recommendations clearly and persuasively to senior stakeholders and external partners.

Requirements

  • Advanced degree in finance, economics, actuarial science, quantitative discipline, or related field
  • 10 years of experience in investment strategy, asset allocation, and/or insurance portfolio management, with significant leadership responsibility
  • Demonstrated expertise in US and Bermuda insurance regulatory regimes, including capital frameworks (e.g., US RBC, Bermuda Solvency II), and strong knowledge of GAAP and statutory accounting for insurance companies
  • Deep understanding of insurance balance sheets, liability structures, and asset-liability management (ALM)
  • Proven ability to identify and evaluate new asset classes and investment strategies in response to changing business and regulatory environments.
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
strategic asset allocationquantitative modelsscenario analysisportfolio managementinvestment strategyasset-liability managementcapital frameworksGAAP accountingstatutory accounting
Soft Skills
leadershipmentoringcommunicationcollaborationanalytical rigorinnovationteam development
Certifications
advanced degree in financeadvanced degree in economicsadvanced degree in actuarial scienceadvanced degree in quantitative discipline