Analyst, Investment Data Analytics

About the role

The Role at a Glance
Lincoln's Investment Data & Analytics team is building a centralized data, operations, and technology function that delivers operational and reporting excellence across the General Account Investments organization. We are adding a data operations analyst who will roll into the Investment Data & Analytics team and serve as a key support layer between our source systems, our data engineering team, and our business partners.

Responsibilities

• Serve as a day-to-day data and operations point of contact for the CML production, closing/servicing, and accounting teams, translating their operational and reporting needs for the development team.
• Support reconciliation across CML data sources and accounting views, investigating and resolving breaks and exceptions with auditable data controls.
• Ensure the data lifecycle end to end — from origination through closing, servicing, and accounting — ensures data flows cleanly and consistently between systems.
• Act as a liaison to internal and external auditors, assembling evidence, explaining data lineage, and supporting the integrity of reported figures.
• Partner across the Investments organization: line-of-business portfolio managers, Fixed Income, Asset Modeling, and Alternative Investments to provide data, operations, and reporting support across asset classes.
• Translate business and operational needs into clear technical requirements.
• Standardize reconciliation, reporting, and data-control practices across functions as the centralized data and analytics function matures.
• Onboard new data sources and reporting needs from partner teams into repeatable, well-controlled processes.
• Build and maintain operational and management reporting and dashboards on our centralized data platform; monitor data quality and surface exceptions proactively.
• Develop and maintain SQL-backed queries and data preparation flows that ingest, validate, and reconcile investment data from source systems.
• Partner with the development team to embed controls, validation checks, and documentation into the data pipelines and dashboards built.
• Contribute to data governance across the function — consistent definitions, data-quality controls, lineage, and documentation.

Requirements

• Hands-on experience with data analytics and data operations concepts: relational data, SQL, and data integration and reconciliation across systems.
• Proficiency in Python and SQL; ability to build and maintain data preparation flows and reporting.
• Experience with a centralized data platform or comparable data-science/ETL tooling.
• Strong attention to data integrity, controls, and reconciliation, with the ability to trace and explain data lineage.
• Excellent partnership and communication skills, with the ability to translate business and operational needs into technical requirements.
• Familiarity with general account investments — commercial mortgage loans, fixed income, or alternatives — preferred; strong interest and the ability to learn quickly across asset classes is essential.
• Exposure to accounting reconciliation, investment or statutory reporting, and working with auditors is strongly preferred.
• Comfort operating as the bridge between business stakeholders, a development team, and control and audit partners.

Qualifications

• Bachelor's degree in a quantitative, technical, finance, or related discipline, or equivalent work experience.
• 2–4 years of professional experience in data analytics, data operations, reporting, or a related investment data support role.
• Experience supporting data, reporting, or operational workflows.
• Strong technical, analytical, and problem-solving skills.

Skills

• Working proficiency in Python and SQL; ability to build and maintain data preparation flows and reporting.
• Experience with a centralized data platform or comparable data-science/ETL tooling.
• Ability to build dashboards or reporting, preferred.
• Strong attention to data integrity, controls, and reconciliation, with the ability to trace and explain data lineage.
• Excellent partnership and communication skills, with the ability to translate business and operational needs into technical requirements.

Benefits

Base pay range: $79,601 - $145,100
Annual Incentive Program: Discretionary
Long-term incentives, sales incentives, and Lincoln's standard benefits package.

Pay

The pay range for this position is $79,601 - $145,100 with 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.

Schedule

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

Location

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