Junior Investment Analyst – Hybrid (3 days/wk)

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

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.