Analyst, Investment Data Analytics

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

Benefits offered by this job

Tuition assistance

Financial counseling

Employee assistance program

Leadership development

Job summary

Lincoln Financial Group is seeking an Investment Data & Analytics Analyst to join the centralized data platform function. You will support data, operations, reporting, and coordination across Commercial Mortgage Loans and related investment functions, working with portfolios, Fixed Income, Asset Modeling, and Alternative Investments teams.

You will ensure data accuracy, lineages, and controls, translate business needs into data pipelines, and collaborate with auditors and partners across the

Qualifications

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

Responsibilities

• Serve as day-to-day data/operations contact for CML production, closing/servicing, and accounting teams.
• Support reconciliation across CML data sources and accounting views with auditable data controls.
• Support end-to-end data lifecycle from origination to closing, servicing, and accounting.
• Translate business needs into technical requirements for pipelines and dashboards.

Skills

SQL

Python

Data analytics

Data operations

Dashboards

Data governance

Data integrity

Communication

Education

Bachelor's degree

Tools

ETL tools

Data platform

Job description

Be Aware of Fraudulent Recruiting Activities: 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.

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

• 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

Core skills

• 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.

Application Deadline

Applications for this position will be accepted through September 15th, 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.
• Free financial counseling, health coaching and employee assistance program.
• Tuition assistance program.
• Work arrangements that work for you.
• Effective productivity/technology tools and training.

Compensation

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.

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.

Equal Opportunity and E‑Verify

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.