Date: Jul 30, 2026
Primary Location: Charlotte, NC, US
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Company: Lincoln Financial
Alternate Locations: Charlotte, NC (North Carolina)
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 #: 76384
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 hybrid position based out of the Charlotte, NC office.
This is a non-rotational program. Analysts will be placed directly on the Commerical 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. The analytical work includes assignments that build technical and analytical capabilities.
What you'll be doing
Building and maintaining financial models.
Conducting market and sector research.
Preparing investment memos and presentations.
Supporting portfolio monitoring and performance attribution.
Participating in data-driven investment initiatives.
Develops an understanding of best practices and suggests how to improve current practices
Supports portfolio monitoring and performance attribution.
Supports team members and/or management in the preparation of investment memos and presentations.
Participates in data-driven investment initiatives.
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 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
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. 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.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
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
[email protected] 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 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 (866) 922-6543.
