Junior Associate Program, Investments (2026)

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.

About the Role

This role will be based out of the Charlotte, NC office. This is a non-rotational program. Analysts are placed directly into the Commercial Mortgage Investment 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.

What You'll Be Doing

• Building and maintaining financial models.
• Conducting market and sector research.
• Preparing investment memos and presentations.
• Participating in data-driven investment initiatives.
• 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.

Pay Range

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

About The Company

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 and leadership attributes.
• 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.
• Work arrangements that work for you.
• Effective productivity/technology tools and training.

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.

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