Fund Administration and Operations - Specialist

Alternate Locations: Fort Wayne, IN (Indiana); Radnor, PA (Pennsylvania)

 

 Work Arrangement:

Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 72506

 

The Role at a Glance

This position provides support and coordination of financial operations for the insurance company separate accounts and LVIP- Lincoln Variable Insurance Products Trust mutual fund complex.

What you'll be doing

•    Consults/Analyze on assignments and/or projects for his/her assigned area(s) of responsibility.
•    Champions for organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
•    Identifies, recommends, and implements process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility.
•    Serves as a resource to team members and applicable internal/external stakeholders on assignments/projects for his/her assigned area(s) of responsibility.
•    Maintains knowledge on current and emerging developments/trends for assigned area(s) or responsibility, assess the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
•    Contributes to the development and implementation of continuous process improvement plans to achieve efficient and productive financial operations by working directly with management, auditors, IT support, and/or outside consultants.  
•    Develops and implements effective internal control processes and procedures to ensure accurate separate account financial data.
•    Provides peer coaching and/or on-the-job training as requested by colleagues and/or manager to build organizational capability.
•    Act as a subject matter expert for the FAO team. This includes assisting with issue resolution, special requests, process enhancements, projects, etc.
•    Accepts ownership for role in achieving team performance; contributes to shared tasks or projects before being asked or required by events.
•    Recognizes the potential conflicts of interest inherent in some job functions and acts in the best interest of the customer (i.e., the investor).
•    Identifies potential conflicts of interest and recommends corrective actions that are in the best interest of the customer.
 

What we’re looking for

•    Experience Undergraduate degree or 4+ years of comparable work experience
•    1-3+ progressively increasing industry related work experience within mutual fund accounting/administration or public administration that directly aligns with the specific responsibilities for this position 
•    Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures.
•    Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.
•    Works with mathematical concepts such as averages and/or variances.
•    Ability to analyze information and to evaluate the implications of a course of action or solution.
•    Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form.
•    Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.
•    Define problems, collect data, establish facts and draw valid conclusions.
•    Evaluate trends in data or information.
•    Demonstrates the ability to use sound judgment and discretion regarding confidential information.
•    Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
•    Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
•    Demonstrates ability to identify and recommend processes improvements.
•    Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches.
•    Demonstrates strong interpersonal skills with collaborative style.
•    Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
•    Successfully completes regulatory and job training requirements.
•    Ability to perform under stress in cases of emergency, critical or hazardous situations.
•    Ability to wor