Investments Analyst Program — Capital Markets

Lincoln Financial; Charlotte (NC); Hybrid; USD 44,800 - 81,400; Full time

Benefits offered by this job

PTO/ parental leave

401K

Financial counseling

Tuition assistance

Flexible work arrangements

Tech tools training

Job summary

The Junior Associate Program on the Lincoln Financial Investments team is a full-time opportunity for early-career professionals with a strong interest in capital markets and asset management. Analysts are embedded within the Investments team and gain exposure to Lincoln's expansive investment platform.

Based in Charlotte, NC with a hybrid schedule, this non-rotational program places analysts into the Commercial Mortgage Investment team, offering hands-on investment analysis, portfolio

Qualifications

• Interest in capital markets, investment strategy and financial analysis.
• Proficiency with Excel and PowerPoint for data manipulation and presentations.
• Willingness to learn Python and SQL; strong written and verbal communication skills.

Responsibilities

• Build and maintain financial models.
• Conduct market and sector research.
• Prepare investment memos and presentations.
• Participate in data-driven investment initiatives.
• Develop a basic understanding of best practices and propose improvements.
• Support team in investment memos and presentations.
• Contribute to data-driven insights and trend analysis.
• Complete training on capital markets, investment strategy and financial analysis.

Skills

Capital markets interest

Excel

PowerPoint

Python

SQL

Communication

Tools

Excel

PowerPoint

Python

SQL

Job description

The Junior Associate Program on the Lincoln Financial Investments team is a full-time opportunity for early-career professionals with a strong interest in capital markets and asset management. Analysts are embedded within the Investments team and gain exposure to Lincoln's expansive investment platform.

Based in Charlotte, NC with a hybrid schedule, this non-rotational program places analysts into the Commercial Mortgage Investment team, offering hands-on investment analysis, portfolio