Investment Data Ops Analyst — CML Focus (Hybrid)

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

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