VP, Alternative Investments

Company Name: Lincoln Financial

Location: Radnor, PA, US - 19080


Alternate Locations: Boston, MA (Massachusetts); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Philadelphia, PA (Pennsylvania); Radnor, PA (Pennsylvania)

Relocation assistance will be considered/provided for this opportunity within our company guidelines.


Level: P6 

Requisition #64479

About the Company

Lincoln Financial Group, a Fortune 250 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 $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, 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.


General Purpose of Job

S/he will provide highly specialized expertise to lead the development of investment portfolio strategies and will direct the research, analyses, and monitoring of private debt strategies and/or alternative investments. S/he will also lead effective presentations and regular This position provides strategic leadership, direction, and functional expertise in Alternative Investments within Lincoln’s $2B Alternatives portfolio.  He/she will research, analyze, and perform due diligence on new investment strategies and managers as well as recommend, monitor, evaluate and report on investment strategies and managers to internal committees.  In addition, he/she will contribute to market outlook and strategy, financial planning, and other projects. The successful candidate will be able to demonstrate the ability to build strong relationships with senior leaders, external portfolio managers, and multiple internal groups in order to provide the optimal outcome for investment activities.   

Long Description


  • Primary and secondary lead across sectors in the private equity and hedge fund portfolios
  • Primary and secondary lead oversight of investment managers/advisors
  • Facilitate strategic dialogue, clear communication, and thought leadership between external managers and the internal investment team.
  • Conduct due diligence reviews on current and prospective managers to include: onsite meetings and conference calls with senior personnel; review and analysis of fund documents and information, such as offering memoranda, financial statements, due diligence questionnaires, audit reports, and regulatory reports.
  • Execute investment strategies
  • Contribute to portfolio construction, investment allocation, and planning process
  • Help establish long term investment objectives
  • Work closely with internal business units, legal, accounting, operations, and data analytics teams
  • Assess suitability and operational risk of asset managers: prepare written reports; and present findings to internal committees
  • Liaise with managers to ensure efficient execution and ongoing alignment of interests
  • Generate reports and analytics to monitor the ongoing performance of managers and specific investment strategies.
  • Contribute to the idea generation process and identify appropriate investment response to key themes, opportunities, and risks in the capital markets broadly


  • Undergraduate Degree or 4+ years of comparable work experience; educational concentration in finance, economics, accounting, or a related field is preferred
  • CFA, CAIA designations and/or Advanced Degree required
  • 12+ years of work experience in an institutional investment role
  • Preferred experience as an investor, portfolio manager, and/or research analyst with an area of focus on private equity and hedge funds
  • Proven experience in:
  • Working knowledge of investment manager operations and best practices across a wide range of strategies and instruments
  • Ability to perform relative value analysis of different fund strategies and investment opportunities
  • Independent thinker with ability to develop and articulate an independent investment view
  • Fundamental equity analysis and corporate finance experience (i.e. capital structure knowledge, fundamental cash flow analysis, accounting concepts, financial statement analysis, etc.)
  • Strong oral and written communication skills
  • Desire to work in a team-orientated environment
  • Ability to multi-task, strong organizational skills, and attention to detail
  • Familiar with Bloomberg or FactSet and able to quickly access and customize relevant market data
  • Familiar with derivative instruments
  • Proficient in Microsoft Excel with experience building financial models and charts
  • Proficient in PowerPoint and presentation drafting
  • Possesses a bias for action and avoids workplace distractions
  • Drives performance targets to completion
  • #LI-LW1

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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.



Lincoln Financial Group (“LFG”) 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information.  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 260-455-2558.