Junior Associate Program, Investments (2026)

Lincoln Financial Group; Greensboro (NC); Hybrid; USD 59,000 - 95,000; Full time

Benefits offered by this job

Relocation assistance

Hybrid work model (3 days in office)

Job summary

Lincoln Financial Group in Greensboro, NC is seeking a Junior Associate in Investments for a hybrid role. You will build and maintain financial models, conduct market research, and prepare investment memos and presentations.

You will support the team and participate in training to deepen capital markets and financial analysis knowledge. The role requires Excel/PowerPoint proficiency, interest in CFA, and exposure to investment coursework or relevant internships.

Qualifications

• Interest in capital markets, investment strategy, and financial analysis.
• Proficiency in Excel and PowerPoint to manipulate data and present findings.
• Familiarity with or willingness to learn Python and SQL.
• Strong written and verbal communication skills to synthesize information.
• Pursuit of CFA designation.
• Exposure to investment coursework, internships, or relevant activities.

Responsibilities

• Building and maintaining financial models.
• Conducting market and sector research.
• Preparing investment memos and presentations.
• Develops an understanding of best practices and suggests improvements.
• Supports team in preparing investment memos and presentations.
• Developing basic recommendations from data insights.
• Completes training to expand knowledge of capital markets and financial analysis.

Skills

Capital markets

Investment strategy

Financial analysis

Communication skills

CFA designation

Investment coursework/ internships

Willingness to learn

Tools

Microsoft Excel

Microsoft PowerPoint

Python

SQL

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.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [e-mail] if you encounter a recruiter or see a job opportunity that seems suspicious.

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Junior Associate Program, Investments (2026)

Alternate Locations: Greensboro, NC (North Carolina)

Work Arrangement:

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

Relocation assistance:will be considered/provided for this opportunity within our company guidelines.

Requisition #:76481

The Role at a Glance

What you'll be doing

• Building and maintaining financial models.
• Conducting market and sector research.
• Preparing investment memos and presentations.
• Develops an understanding of best practices and suggests how to improve current practices
• Supports team members and/or management in the preparation of investment memos and presentations.
• Supports team members and/or management in developing basic recommendations to solve problems and issues related to identified trends and data insights.
• Completes training to expand knowledge of capital markets, investment strategy, and financial analysis.

What we’re looking for

• Demonstrated interest in capital markets, investment strategy, and financial analysis.
• Proficiency in Microsoft Excel and PowerPoint, with the ability to manipulate data, create visualizations, and communicate findings.
• Familiarity with or willingness to learn programming languages such as Python and SQL.
• Strong written and verbal communication skills, with the ability to synthesize complex information and present it effectively.

• Intent to pursue the Chartered Financial Analyst (CFA) designation.
• Exposure to investment coursework, internships, or relevant extracurricular activities.

Application Deadline

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 andleadership 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

The pay range for this position is$59,250 - $94,800with 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.

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.

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.

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 [phone].

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