Junior Associate Program, Investments (2026)

Lincoln Financial Group; Radnor (Delaware County); On-site; USD 45,000 - 81,000; Full time

Benefits offered by this job

Relocation assistance

Job summary

Lincoln Financial Group is seeking a Junior Associate for its Investments team in Radnor, PA. This full-time, non-rotational program embeds analysts in portfolio management, offering hands-on investment analysis within an insured asset framework.

You will build financial models, research markets, and prepare investment memos and presentations while learning through mentorship from senior professionals. The role is hybrid, based in Radnor, with relocation considered per guidelines.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Capital markets

Investment analysis

Financial analysis

Communication

Tools

Microsoft Excel

PowerPoint

Python

SQL

Job description

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Junior Associate Program, Investments (2026)

Alternate Locations: Radnor, PA (Pennsylvania)

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

The Junior Associate Program on the Lincoln Financial Investments team is a full-time opportunity designed for early-career professionals with a strong interest in capital markets and institutional asset management. Analysts are embedded within the Investments team and gain exposure to Lincoln's $300 billion investment platform, which includes both the $150 billion general account and the $150 billion funds management platform. This program offers an opportunity to learn the intricacies of investing within an insurance environment, where assets are managed by third-party investment managers and aligned with long-term liability structures.

This is a non-rotational program. Analysts are placed directly into the Portfolio Management team. Training is delivered through direct involvement in investment analysis, portfolio reporting, and research. Mentorship and guidance is provided from experienced investment professionals and team leads. The analytical work includes assignments that build technical and analytical capabilities. This is a hybrid position based out of the Radnor, PA office.

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

Must-haves:

• 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.

Nice-to-haves:

• 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

Work arrangements that work for you

The pay range for this position is$44,800 - $81,400with 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.

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].

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