Treasury & Investment Operations Analyst

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

Work Arrangement :

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance : is not available for this opportunity.

Requisition # : 75385

The Role at a Glance

As an Treasury & Investment Operations Analyst, you will serve as the liaison with internal and external parties, including investment accounting, middle office, custodians, and third-party asset managers – to support Lincoln’s evolving investment model. You will be a resource for internal partners as they evaluate changes to the custody landscape while also building and enhancing internal relationships to better understand the needs of Lincoln’s business units.

What you'll be doing

Work with Director to act as liaison between Investment Accounting Operations, middle office, asset managers and custodians

Manage and monitor working relationships with asset managers, third-party vendors and managed service providers

Support internal legal team with documentation for new fundings

Coordination with legal, custodian and issuers on reregistration of assets

Assist with providing bank details related to redirect notices

Coordinate with private placement asset managers on fundings and process funding wires, including cross-currency transactions for non-USD private placement fundings

Review wire instructions for completeness, performing callback and other wire security procedures as designed and required

Enter wires into payment system

Seek requisite approvals, following up for approvals as needed

Monitor settlement process, provide wire reference numbers as requested by managers

Coordinate with Cash Management, custodian, Funds Transfer, and front office teams as required to resolve complex funding situations

Support custodial account structure to maximize Lincoln’s business objectives

Recommend bank account structures and flow of funds for the effective management of cash

Assist gathering requirements from asset managers for new bank accounts

Recommend solutions to increase operational efficiency supporting the needs of asset managers

Assist with transfers of private placement assets at custody

Contribute to the development of processes and procedures to ensure compliance with internal / external controls and requirements, SOX, and treasury and enterprise policies

Assist with gathering details related to audits; prepare ad hoc reports, analysis, and research as needed

ADDITIONAL POSITION RESPONSIBILITIES

Carry out duties in compliance with all state and federal regulations and guidelines; comply with all company and site policies and procedures

Remain current in professional and industry trends

Make a positive contribution to Lincoln’s overall Finance Operations department by making suggestions for improvement, earning new skills, and deploying an innovative and enterprise-focused mindset

Perform other duties as required

What we’re looking for

4 Year / Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)

3 - 5+ Years in Treasury and / or Finance that directly aligns with the specific responsibilities for this position

Prior experience working with or at commercial or investment banks highly valued

Technical knowledge of securities accounting required, experience with PAM for Investments preferred.

Strong problem-solving, process improvement, and critical thinking skills, identifying the appropriate resources and tools to drive solutions.

Effective verbal and written communication skills.

Ability to adapt quickly in a changing work environment.

Application Deadline

Applications for this role will be accepted until November 30th, 2025 subject to earlier closure due to candidate 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 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 $69,000 - $124,600 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 fraudhotline@lfg.com 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 260-455-2558.

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