Associate Director, Portfolio Analytics and Reporting - Charlotte - Lincoln Financial Services

Description

Alternate Locations: Charlotte, NC (North Carolina); Greensboro, NC (North Carolina)
Work Arrangement:
In Office : Employees will work in a Lincoln office with a designated workspace.
Relocation assistance: is not available for this opportunity.
Requisition #: 75682
The Role at a Glance
The Associate Director, Portfolio Analytics and Reporting of Commercial Mortgage Loans will support ongoing development of a commercial mortgage loan (CML) portfolio analytics and reporting framework for Lincoln Financial's $18B CML portfolio.
The ideal candidate will develop Microsoft PowerBI dashboards for the Commercial Mortgage department. This will include tasks to direct, develop, and perform complex data engineering and business intelligence analysis required of these efforts while effectively project planning, communicating findings, and providing recommendations to management. They will analyze and own business process changes, data integrity success metrics, and reporting required for business intelligence and quality assurance.
Primary Location: Charlotte, NC, US - In office Monday-Thursday; Fridays Flexible
Alternate Locations: Greensboro, NC, US - In office Monday-Thursday; Fridays Flexible
What you'll be doing

• 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.
What we're looking for
Education

• 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.
Experience

• 3-5 Years' experience of data analytics and/or reporting experience including development of user interfaces/dashboards in PowerBI (Required) and Tableau (Preferred)

• Experience with SQL (Preferred)

• Financial services, real estate and/or asset management experience (Preferred)

• Experience in building adoption of AI tools, such as CoPilot search and CoPilot 365 (Required)
Application Deadline
Applications for this position will be accepted through March 31st, 2026 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 employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training

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.
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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 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
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