Lincoln Financial · 10 hours ago
Associate Director, Portfolio Analytics and Reporting
Charlotte, NC
Full-time
Hybrid
Mid, Senior Level, Lead/Staff
3+ years expLincoln Financial is a company that helps people confidently plan for their financial futures. The Associate Director, Portfolio Analytics and Reporting will support the development of a commercial mortgage loan portfolio analytics and reporting framework, focusing on business intelligence and data accuracy.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
Develops and maintains business intelligence dashboards (Microsoft PowerBI) to meet the demands of the CML team, including:
Tracking of new investment volume and attributes
CML Portfolio Analytics
Integration with broader Investment Management reporting framework
Reporting of progress and insights against Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA), and
Internal and external partners (e.g. earnings, rating agencies, industry groups)
Enter the department as a Consultant, gaining full appreciation of peer members’ duties and constraints, as well as vision, goals, and direction of the organization
Responsible and accountable for data accuracy and timeliness of delivery
Serve as the Data Steward for all commercial real estate investments of Lincoln Financial – including internally managed assets and those managed by third parties
Educates and mentors both team members and business partners on Business Intelligence concepts and best practices
Communicates regularly with team members and business stakeholders to gather requirements, execute projects, and champion business analytics
Qualification
Required
Undergraduate degree in Accounting, Computer Science, Economics, or other quantitative major or work experiences with building and maintaining PowerBI and Tableau reports in lieu of degree
3-5 Years' experience of data analytics and/or reporting experience including development of user interfaces/dashboards in PowerBI (Required) and Tableau (Preferred)
Experience in building adoption of AI tools, such as CoPilot search and CoPilot 365 (Required)
Preferred
Experience with SQL (Preferred)
Financial services, real estate and/or asset management experience (Preferred)
Benefits
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
Company
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
10001+ employees
H1B Sponsorship
Lincoln Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Ellen Cooper
Chairman, President and Chief Executive Officer
Christopher Neczypor
Chief Financial Officer
Recent News
GlobalFinTechSeries
2025-12-05
Company data provided by crunchbase