Analyst, Funds Strategy
Radnor, PA · Hybrid
... regulatory developments, and market changes that may impact investment offerings and insurance ... Knowledge of Morningstar and other investment data providers, with the ability to validate and ...
Radnor, PA · Hybrid
... regulatory developments, and market changes that may impact investment offerings and insurance ... Knowledge of Morningstar and other investment data providers, with the ability to validate and ...
Radnor, PA · Hybrid
... regulatory developments, and market changes that may impact investment offerings and insurance ... Knowledge of Morningstar and other investment data providers, with the ability to validate and ...
Source new ideas using industry tools (e.g., Morningstar Direct) and other resources to identify ... wrap program model overlays. Responsibilities include evaluating capital market assumptions ...
Source new ideas using industry tools (e.g., Morningstar Direct) and other resources to identify ... wrap program model overlays. Responsibilities include evaluating capital market assumptions ...
Radnor, PA · On-site
... regulatory developments, and market changes that may impact investment offerings and insurance ... Knowledge of Morningstar and other investment data providers, with the ability to validate and ...
Radnor, PA · On-site
... regulatory developments, and market changes that may impact investment offerings and insurance ... Knowledge of Morningstar and other investment data providers, with the ability to validate and ...
Source new ideas using industry tools (e.g., Morningstar Direct) and other resources to identify ... wrap program model overlays. Responsibilities include evaluating capital market assumptions ...
New
Source new ideas using industry tools (e.g., Morningstar Direct) and other resources to identify ... wrap program model overlays. Responsibilities include evaluating capital market assumptions ...
New
Pittsburgh, PA · On-site
$21.10 - $40.60/hr
BluePearl Pet Hospital is hiring experienced Overnight Veterinary Technicians to work in our busy ... We are focused on developing our associates into leaders through talent development programs and ...
Pittsburgh, PA · On-site
$21.10 - $40.60/hr
BluePearl Pet Hospital is hiring experienced Overnight Veterinary Technicians to work in our busy ... We are focused on developing our associates into leaders through talent development programs and ...
Source new ideas using industry tools (e.g., Morningstar Direct) and other resources to identify ... wrap program model overlays. Responsibilities include evaluating capital market assumptions ...
Source new ideas using industry tools (e.g., Morningstar Direct) and other resources to identify ... wrap program model overlays. Responsibilities include evaluating capital market assumptions ...
Malvern, PA · On-site
$21 - $43/hr
BluePearl Pet Hospital in Malvern, PA is hiring an Overnight Part-Time Weekend Veterinary ... We are focused on developing our associates into leaders through talent development programs and ...
Malvern, PA · On-site
$21 - $43/hr
BluePearl Pet Hospital in Malvern, PA is hiring an Overnight Part-Time Weekend Veterinary ... We are focused on developing our associates into leaders through talent development programs and ...
Overnight travel to support national programming, orientations, and adventure experiences will ... This role oversees program quality, staff development, operational planning, family engagement ...
Overnight travel to support national programming, orientations, and adventure experiences will ... This role oversees program quality, staff development, operational planning, family engagement ...
West Chester, PA · On-site
$18 - $20/hr
For more than 40 years, we've developed programs to meet the diverse needs of clients with moderate ... Referral Bonus We are searching for Part -Time Overnight Direct Support Professionals to work in ...
Quick apply
West Chester, PA · On-site
$18 - $20/hr
For more than 40 years, we've developed programs to meet the diverse needs of clients with moderate ... Referral Bonus We are searching for Part -Time Overnight Direct Support Professionals to work in ...
Downingtown, PA · On-site
$18 - $20/hr
For more than 40 years, we've developed programs to meet the diverse needs of clients with moderate ... Referral Bonus We are searching for Part -Time Overnight Direct Support Professionals to work in ...
Quick apply
Downingtown, PA · On-site
$18 - $20/hr
For more than 40 years, we've developed programs to meet the diverse needs of clients with moderate ... Referral Bonus We are searching for Part -Time Overnight Direct Support Professionals to work in ...
Support the development and training needs of the overnight team related to operational goals and ... Employee Assistance Program * Wellness Incentives * Company Discounts * AT&T & Verizon Discount
Support the development and training needs of the overnight team related to operational goals and ... Employee Assistance Program * Wellness Incentives * Company Discounts * AT&T & Verizon Discount
... with programs spanning Workforce Development, Housing, Foster Care, Young Adult Services, and ... FHC - Overnight Behavioral Health Tech * Monitor the safety and well-being of clients throughout ...
... with programs spanning Workforce Development, Housing, Foster Care, Young Adult Services, and ... FHC - Overnight Behavioral Health Tech * Monitor the safety and well-being of clients throughout ...
Philadelphia, PA · Remote
Collaborate with downstream marketing to execute account based marketing programs and market ... Ability to travel up to 70% - overnight travel expected Territory (candidate must reside in one of ...
Philadelphia, PA · Remote
Collaborate with downstream marketing to execute account based marketing programs and market ... Ability to travel up to 70% - overnight travel expected Territory (candidate must reside in one of ...
Farmington, PA · On-site
$25/hr
Growth & Development * Paid training and structured onboarding * Hands-on learning and cross ... Competitive hourly wages and attractive 401(k) program * Medical, dental, and vision coverage for ...
Farmington, PA · On-site
$25/hr
Growth & Development * Paid training and structured onboarding * Hands-on learning and cross ... Competitive hourly wages and attractive 401(k) program * Medical, dental, and vision coverage for ...
Farmington, PA · On-site
$25/hr
Growth & Development * Paid training and structured onboarding * Hands-on learning and cross ... Competitive hourly wages and attractive 401(k) program * Medical, dental, and vision coverage for ...
Farmington, PA · On-site
$25/hr
Growth & Development * Paid training and structured onboarding * Hands-on learning and cross ... Competitive hourly wages and attractive 401(k) program * Medical, dental, and vision coverage for ...
Clarion, PA · On-site
$15.25 - $20.50/hr
Overnight travel 75% of the year. ADDITIONAL DUTIES AND EXPECTATIONS * Follow all company safety ... Learning & development program * EAP program + family * Generous holiday schedule available *If ...
Clarion, PA · On-site
$15.25 - $20.50/hr
Overnight travel 75% of the year. ADDITIONAL DUTIES AND EXPECTATIONS * Follow all company safety ... Learning & development program * EAP program + family * Generous holiday schedule available *If ...
... and other developmental challenges need to be active, productive members of their communities ... This role is responsible for the oversight of Residential Counselors in the absence of the Program ...
... and other developmental challenges need to be active, productive members of their communities ... This role is responsible for the oversight of Residential Counselors in the absence of the Program ...
Pittsburgh, PA · On-site
$17 - $22.75/hr
Overnight travel 75% of the year. ADDITIONAL DUTIES AND EXPECTATIONS * Follow all company safety ... Learning & development program * EAP program + family * Generous holiday schedule available *If ...
Pittsburgh, PA · On-site
$17 - $22.75/hr
Overnight travel 75% of the year. ADDITIONAL DUTIES AND EXPECTATIONS * Follow all company safety ... Learning & development program * EAP program + family * Generous holiday schedule available *If ...
$17.75 - $23.75/hr
Overnight travel 75% of the year. ADDITIONAL DUTIES AND EXPECTATIONS * Follow all company safety ... Learning & development program * EAP program + family * Generous holiday schedule available *If ...
$17.75 - $23.75/hr
Overnight travel 75% of the year. ADDITIONAL DUTIES AND EXPECTATIONS * Follow all company safety ... Learning & development program * EAP program + family * Generous holiday schedule available *If ...
$17 - $22.75/hr
Overnight travel 75% of the year. ADDITIONAL DUTIES AND EXPECTATIONS * Follow all company safety ... Learning & development program * EAP program + family * Generous holiday schedule available *If ...
$17 - $22.75/hr
Overnight travel 75% of the year. ADDITIONAL DUTIES AND EXPECTATIONS * Follow all company safety ... Learning & development program * EAP program + family * Generous holiday schedule available *If ...
| Aspect | Overnight Morningstar Development Program | Morningstar Analyst |
|---|---|---|
| Credentials | Typically requires a bachelor's degree in finance, economics, or related fields | Requires a bachelor's degree; often preferred with relevant certifications like CFA |
| Work Environment | Intensive training program with rotational assignments, often in a fast-paced office setting | Research-focused role, working on investment analysis and reports |
| Industry Usage | Designed for early-career professionals entering investment research at Morningstar | Entry to mid-level role in investment analysis and research |
The Overnight Morningstar Development Program is an intensive training initiative aimed at developing early-career professionals, often with rotational experiences. In contrast, the Morningstar Analyst role involves conducting detailed investment research and analysis. While both require similar educational backgrounds and industry knowledge, the program emphasizes training and development, whereas the analyst position focuses on applying skills to produce research outputs.
The most popular types of Morningstar Development Program jobs in Pennsylvania are:
For Overnight Morningstar Development Program jobs in Pennsylvania, the most frequently searched job titles are:
The top searched job categories for Overnight Morningstar Development Program jobs in Pennsylvania are:
Cities in Pennsylvania with the most Overnight Morningstar Development Program job openings:
Full-time
Medical, Retirement, PTO
Posted 15 days ago
7.4
Based on 73 frontline employees who took The Breakroom Quiz
229th of 308 rated insurance
Alternate Locations: Radnor, PA (Pennsylvania); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina)
Work Arrangement:
Hybrid : Employee will work 3 days a week in a Lincoln office
Relocation assistance: is not available for this opportunity.
Requisition #: 76399
The Analyst on the Funds Strategy Team is a key contributor supporting fund strategy, analytics, project management, and business reporting across Lincoln’s manager-of-managers investment platform. The role combines investment analysis, fund lineup oversight, cross-functional project coordination, stakeholder management, and executive-level communication. The analyst will help maintain and evaluate fund lineups supporting Lincoln’s insurance and retirement products, conduct quantitative analysis using internal and external data sources, and develop reports and presentations that communicate strategic recommendations to senior leadership, board stakeholders, and business partners. The position supports assets across equity, fixed income, multi-asset funds, and Lincoln’s proprietary variable insurance trust mutual funds.
•Support and coordinate cross-functional projects from planning through execution, managing timelines, deliverables, dependencies, and stakeholder communications.
•Maintain, monitor, and analyze fund lineups for insurance and retirement products, including performance, fees, risk metrics, product guideline compliance, and fund change activity.
•Perform quantitative analysis using large and complex datasets and identify meaningful trends and insights.
•Develop executive-ready reports, presentations, dashboards, and recommendations for leadership and business stakeholders.
•Build and maintain relationships across investment partners, internal business teams, and key stakeholders while navigating competing priorities.
•Utilize analytical tools and data sources such as Morningstar, Dataiku, and other investment research platforms.
•Identify opportunities to improve processes, reporting efficiency, data quality, and workflow automation, including the application of AI tools where appropriate.
•Remain current on industry trends, regulatory developments, and market changes that may impact investment offerings and insurance products.
Must haves:
•Proven Project Management Ability: Demonstrated success managing multiple concurrent projects, coordinating cross-functional stakeholders, tracking milestones, and driving initiatives to completion in a deadline-driven environment.
•Fund and Investment Analysis Skills: Strong analytical and quantitative capabilities with experience evaluating investment products, fund performance, expense structures, and related investment data. Advanced Excel skills and experience working with large datasets are required. Ability to understand which data points are most meaningful when analyzing mutual funds or investment strategies.
•Strong Written and Verbal Communication: Ability to translate complex investment and data-driven concepts into concise, polished communications, reports, and presentations. Proven relationship management skills, attention to detail, and the ability to influence, persuade, and manage competing stakeholder priorities.
•Bachelor’s degree or equivalent experience required.
•3-5 years experience in investments, mutual funds, fund research, analytics, or related financial services disciplines.
•Advanced proficiency with Microsoft Excel, PowerPoint, and other Microsoft Office applications.
•Demonstrated track record of strong performance, initiative, problem solving, and continuous improvement.
•Interest and openness to learning Python to support data analysis and automation.
Nice to haves:
•Insurance or Asset Management Industry Experience: Familiarity with variable annuity, variable life, retirement, or other insurance-linked investment products, including awareness of industry and regulatory considerations.
•Advanced Data, Automation, and Presentation Tools: Experience using Excel VBA/macros, AI tools such as Claude, Dataiku, or similar technologies to improve analytics, reporting, and operational efficiency.
•Experience with Investment Data Vendors: Knowledge of Morningstar and other investment data providers, with the ability to validate and reconcile information across vendor platforms, SEC filings, and internal sources.
Applications for this position will be accepted through October 1st, 2026 subject to earlier closure due to applicant volume.
What’s it like to work here?
At Lincoln Financial, 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:
Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
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
Work arrangements that work for you
Effective productivity/technology tools and training
The pay range for this position is $79,601 - $145,100 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.
About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an 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.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
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 or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 (866) 922-6543.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
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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.
Finance and insurance
5,001 - 10,000 Employees
Radnor, PA, US
1905