Associate Director, Portfolio Analytics and Reporting

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 Power

BI 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 Power

BI) 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 Power

BI 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 Power

BI (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)

Final date to receive applications

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…