Sr Analyst, Derivative & Collateral Operations - Team Lead

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina)

 

 Work Arrangement:

Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 74855

 

The Role at a Glance

This position will provide subject matter expertise and direction on complex operational and accounting processes for derivative investments in Lincoln’s General Account Invested Assets on a Statutory, GAAP, Management & Tax basis. They will perform complex research, analysis, & proper accounting treatment of Lincoln’s derivative investment positions to support strategic investment operations, hedging programs &  initiatives. They will also lead special projects, and coach and develop less experienced team members.

What you'll be doing

• Provides investment accounting treatment of derivative assets under applicable Statutory, GAAP, Management & Tax basis.
• Provides subject matter expertise on derivatives of varying structures and collateral across over the counter and cleared markets. for existing/developing strategies for compliance with regulations to key stakeholders & team members.
• Researches, identifies, and resolves complex investment accounting issues.
• Conducts presentations and communicates complex investment accounting risks and financial implications to Senior Management.
• Monitors Managed Service Provider (MSP) delivery, providing oversight, review, and direction as necessary to ensure deliverables are accurate and on-time.
• Meets simultaneous needs of different internal clients and manages complex issues and conflict with clients and managed service providers.
• Collaborates effectively with applicable key stakeholders across the enterprise to facilitate the accurate & timely completion of the investment accounting process for their assigned area(s) of responsibility.
• Maintains internal control system to ensure SOX compliance. Recommends enhancements.
• Prepares & communicates concise & focused technical financial documents, presentations & communications (memos, fact sheets, collateral materials) which direct the reader to salient points for a wide range of technical & non-technical audiences.
• Serves as a project manager or subject matter expert for assigned  projects. Reviews technical work of less experienced team members or MSP providers.
• Provides expertise and training and coaching to junior team members.
• Provides technical research on new & existing general account investments & derivatives

What we’re looking for

Must-Haves

• 5 - 7+ Years experience in derivative & collateral operations or accounting, valuation or financial reporting relates to derivatives and collateral programs that directly aligns with the specific responsibilities for this position.
• Exposure and prior experience supporting to a wide variety of derivative instruments including interest rate, foreign currency and equity contracts is preferred.
• Bachelor's degree or equivalent work experience.
• Ability to be innovative and an aptitude to drive and accept change
• Effective verbal and written communication skills
• Analytical skills and close attention to detail is necessary
• Ability to adapt quickly in a changing work environment

Application Deadline

Applications for this position will be accepted through September, 30, 2025, subject to earlier closure due to applicant volume.

 

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 empl