Junior Associate Program, Investments (2026) at Lincoln… · Radnor

Summary: Lincoln Financial helps people plan for financial security through products and services including annuities, life insurance, group protection, and retirement plan services. The Junior Associate Program places early-career professionals on the Portfolio Management team to develop skills in investment analysis, portfolio reporting, financial modeling, market research, and data-driven investment initiatives. Analysts also prepare investment materials, support recommendations, and complete training in capital markets and financial analysis.

Responsibilities:
- 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

Required Qualifications:
- 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

Preferred Qualifications:
- Intent to pursue the Chartered Financial Analyst (CFA) designation
- Exposure to investment coursework, internships, or relevant extracurricular activities

Required Skills: Capital Markets, Investment Strategy, Financial Analysis, Microsoft Excel, Microsoft PowerPoint, Python, SQL, Market and Sector Research, Financial Modeling

Benefits: Relocation assistance will be considered/provided for this opportunity within our company guidelines., 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 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 and sales incentives.