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. 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. 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.
• 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. 
• 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