Specialist, Investment Analytics

Date: Sep 21, 2023

Primary Location: Charlotte, NC, US

Company: Lincoln Financial

Alternate Locations: Charlotte, NC (North Carolina); Greensboro, NC (North Carolina)


Work Arrangement:

Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.


Relocation assistance:  is not available for this opportunity.


Requisition #: 72236


The Role at a Glance


The Specialist, Investment Analytics of Commercial Mortgage Loans will support the development of a commercial mortgage loan (CML) portfolio surveillance and credit risk management framework for Lincoln Financial’s $17B CML portfolio. 
The ideal candidate will serve as an internal consultant, providing support and delivering on assignments and projects in the Mortgage & Real Estate area. S/he will assist in the creation, review, development, design, and maintenance of  presentations, dashboards, reporting, and other written materials used for senior leadership, department and platform updates for both internal and external communications.



What you'll be doing


  • Primarily responsible for supporting reporting, presentations, dashboards, and other written materials related to CMLs for Investment Committee, Rating Agencies, Earnings, and other internal and external committees and constituencies; contributes to design, data integrity, version control and other functions to deliver professional, accurate and timely work product.
  • Primarily responsible for data reporting to external industry relationships (trade associations, etc).
  • Collaborates with the Financial Reporting department on the monthly pricing of the entire mortgage loan portfolio.
  • Participates in professional and industry organizations and may attend industry conferences.
  • Responds to requests from internal/external auditors concerning quarterly & annual audits of Mortgage & Real Estate team processes.
  • Tracks and supports creation of required reporting, as requested (e.g. internal reports to the Head of Real Estate, general authorizations, and ad hoc data collection efforts).
  • Maintains knowledge of internal and external initiatives that influence the data governance and technology strategies of the CML team.
  • Leads efforts to document and enhance current business processes.
  • Leads special projects that directly or indirectly impact CML business.
  • Serves as the lead Business Analyst for CML technology initiatives. 


What we’re looking for



  • Undergraduate degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in business, finance, technology, and/or real estate (Minimum Required)
  • 1-3+ Years experience in general business, finance, technology, and/or real estate directly aligned to the specific responsibilities for this position including development in PowerPoint and Excel (Required)



  • Experience with Tableau and PowerBI (Strongly preferred)
  • Financial services, real estate and/or asset management experience (Preferred)



What’s it like to work here?

At Lincoln Financial Group, 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:

  • A clearly defined career framework to help you successfully manage your career

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

  • Effective productivity/technology tools and training


Pay Range: $51,900 - $89,800 


Actual base pay could vary 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 Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, approximately 16 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $290 billion in end-of-period account balances net of reinsurance as of March 31, 2023. 


Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and ranks among Newsweek’s Most Responsible Companies. Dedicated to diversity, equity and inclusion, we are included on transparency benchmarking tools such as the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender-Equality Index. Committed to providing our employees with flexible work arrangements, we were named to FlexJobs’ list of the Top 100 Companies to Watch for Remote Jobs in 2022. With a long and rich legacy of acting ethically, telling the truth and speaking up for what is right, Lincoln was recognized as one of Ethisphere’s 2022 World’s Most Ethical Companies®. We create opportunities for early career talent through our intern development program, which ranks among WayUp and Yello’s annual list of Top 100 Internship Programs.


Lincoln is committed to creating a diverse and 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. 


Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com



Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. 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 fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.


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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.


Lincoln Financial Group (“LFG”) 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information.  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 260-455-2558.


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

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 

Nearest Major Market: Charlotte

Job Segment: Real Estate, Mortgage, Business Analyst, Social Media, Investment, Sales, Finance, Technology, Marketing