This position provides leadership, functional expertise and strategic/tactical planning on behalf of Lincoln Financial Investments' various open-ended and closed-ended mutual fund trusts.
Requirements
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- MBA degree and CPA designation preferred
- 10+ Years of direct mutual fund administration experience in roles with increasing levels of accountability/responsibility and span of control
- Extensive Fund Accounting background including closed-end funds
- Accounting experience with leverage facilities
- Experience in valuation methodologies of private asset classes
- Board presenting experience
Benefits
- 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