Analyst, Investment Data Analytics

Lincoln Financial; Charlotte (NC); Hybrid; USD 79,601 - 145,100; Full time

Benefits offered by this job

PTO/Parental leave

Competitive 401(k) and employee  benef

Free financial counseling, health  co

Tuition assistance program

Work arrangements that work for you

Job summary

Lincoln Financial's Investment Data & Analytics team is seeking an Investment Data & Analytics Analyst to support Commercial Mortgage Loans (CML) and broader investment data functions. You will help ensure data accuracy, reconciliation, and governance across source systems while partnering with portfolio managers and auditors.

You will collaborate across Investments to translate business needs into clear technical requirements, develop dashboards, and contribute to data governance as the

Qualifications

• Hands-on experience with data analytics and data operations concepts: relational data, SQL, and data integration and reconciliation across systems.
• Working proficiency in Python and SQL; ability to build and maintain data preparation flows and reporting.
• Experience with a centralized data platform or comparable data-science/ETL tooling. Ability to build dashboards or reporting, preferred.
• Strong attention to data integrity, controls, and reconciliation, with the ability to trace and explain data lineage.

Responsibilities

• Serve as day-to-day data and operations point of contact for the CML production, closing/servicing, and accounting teams, translating their needs for the development team.
• Support reconciliation across CML data sources and accounting views, investigating and resolving breaks with auditable data controls.
• Support the CML data lifecycle end to end — from origination through closing, servicing, and accounting — ensuring data flows cleanly between systems.
• Act as a liaison to internal and external auditors, assembling evidence, explaining data lineage, and supporting the integrity of reported figures.

Skills

Python

SQL

Data reconciliation

Education

Bachelor's degree in quantitative/finance/related field

Tools

ETL tooling

Centralized data platform

Job description

Alternate Locations: Charlotte, NC (North Carolina); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)

Work Arrangement: Hybrid: Employee will work 3 days a week in a Lincoln office

Relocation Assistance: is not available for this opportunity.

Requisition #: 76289

The Role at a Glance

Lincoln's Investment Data & Analytics team is building a centralized data, operations, and technology function that delivers operational and reporting excellence across the General Account Investments organization. We are adding a data operations analyst who will roll into the Investment Data & Analytics team and serve as a key support layer between our source systems, our data engineering team, and our business partners. This is a broad support role which will partner across the Investments organization. You will work closely with line‑of‑business portfolio managers and the Fixed Income, Asset Modeling, and Alternative Investments teams to provide data, operations, reporting, and coordination support across asset classes. Commercial Mortgage Loans (CML) are the primary and initial focus of the role, and over time your support will expand to cover additional investment functions and asset classes as the centralized function matures.

Across all of these areas, you will help ensure the data behind our investments is accurate, reconciled, well‑controlled, and clearly reported. You will also help translate what our business partners need into the pipelines, dashboards, and controls our engineers build on our centralized data platform.

What You’ll Be Doing

Commercial Mortgage Loan support (primary focus)

• Serve as a day‑to‑day data and operations point of contact for the CML production, closing/servicing, and accounting teams, translating their operational and reporting needs for the development team.
• Support reconciliation across CML data sources and accounting views, investigating and resolving breaks and exceptions with auditable data controls.
• Support the CML data lifecycle end to end — from origination through closing, servicing, and accounting — ensuring data flows cleanly and consistently between systems.
• Act as a liaison to internal and external auditors, assembling evidence, explaining data lineage, and supporting the integrity of reported figures.

General account Investment support

• Partner across the Investments organization: line‑of‑business portfolio managers, Fixed Income, Asset Modeling, and Alternative Investments to provide data, operations, and reporting support across asset classes.
• Serve as a coordination point between business teams, the development team, and control and audit partners, translating business and operational needs into clear technical requirements.
• Standardize reconciliation, reporting, and data‑control practices across functions as the centralized data and analytics function matures.
• Onboard new data sources and reporting needs from partner teams into repeatable, well‑controlled processes.

Reporting, analytics & data operations

• Build and maintain operational and management reporting and dashboards on our centralized data platform; monitor data quality and surface exceptions proactively.
• Develop and maintain SQL‑backed queries and data preparation flows that ingest, validate, and reconcile investment data from source systems.
• Partner with the development team to embed controls, validation checks, and documentation into the data pipelines and dashboards built.
• Contribute to data governance across the function — consistent definitions, data‑quality controls, lineage, and documentation.

What We’re Looking For

• Hands‑on experience with data analytics and data operations concepts: relational data, SQL, and data integration and reconciliation across systems.
• Working proficiency in Python and SQL; ability to build and maintain data preparation flows and reporting.
• Experience with a centralized data platform or comparable data‑science/ETL tooling. Ability to build dashboards or reporting, preferred.
• Strong attention to data integrity, controls, and reconciliation, with the ability to trace and explain data lineage.
• Excellent partnership and communication skills, with the ability to translate business and operational needs into technical requirements.

Domain & Control Literacy

• Familiarity with general account investments — commercial mortgage loans, fixed income, or alternatives — preferred; strong interest and the ability to learn quickly across asset classes is essential.
• Exposure to accounting reconciliation, investment or statutory reporting, and working with auditors is strongly preferred.
• Comfort operating as the bridge between business stakeholders, a development team, and control and audit partners.

Minimum Qualifications

• Bachelor’s degree in a quantitative, technical, finance, or related discipline, or equivalent work experience.
• 2–4 years of professional experience in data analytics, data operations, reporting, or a related investment data support role.
• Experience supporting data, reporting, or operational workflows.
• Strong technical, analytical, and problem‑solving skills.

Pay range: $79,601 - $145,100 with anticipated pay for new hires between the minimum and midpoint of the range.

Benefits

• 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 401(k) 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

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.

This Employer Participates in E‑Verify. See the E‑Verify notices.

Este Empleador Participa en E‑Verify. Ver el E‑Verify avisos.