Investment Accountant - Middle Office Operations

Work Arrangement

Remote:
Work at home employee residing outside of a commutable distance to an office location.

Position

• Company:
  Lincoln Financial Group
• Location:
  
  Radnor, Pennsylvania
• Posted On: 11/3/2026

Alternate Locations

Work from Home

The Role at a Glance

The Investment Accountant - Middle Office Operations will provide timely and accurate more complex investment data and investment accounting for the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and initiatives.

They also enhance departmental capability by sharing knowledge with team members

What You’ll Be Doing

• Responsible for, analyzing, and reconciling more complex investment accounting transactions and ensures the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles.
• Builds mortgage loans and limited partnership accounting knowledge and expertise and navigates the organization through a variety of teams, systems, and external parties to assist in the execution of Lincoln's overall organizational goals.
• Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
• Completes quality assurance checks/audits on investment accounting transactions for his/her assigned area(s) of responsibility.
• Resolves discrepancies and takes actions on matters and inquires on General Account Invested Assets from portfolio management and multiple asset managers.
• Manages and monitors working relationships with third-party vendors and managed service providers
• Assists with developing more complex control processes to ensure effective procedures are in place to support internal controls, SOX and accepted accounting policies and principles
• Identifies investment accounting trends, issues and/or concerns and develops and recommends mitigation plans to management.
• Manages the relationships with internal/external auditors for his/her assigned area(s) of responsibility and ensures more complex identified issues are resolved in a collaborative effort.
• Collaborates effectively with applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process for his/her assigned area(s) of responsibility.
• Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
• Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
• Prepares & communicates concise & focused technical financial documents, presentations, and communications (memos, fact sheets,) which direct the reader to salient points for a wide range of technical and non-technical audiences.
• Provides accounting information on mortgage loans and limited partnerships for existing and developing investment strategies for compliance with accounting/reporting regulations to appropriate key stakeholders and investment accounting team members.
• Provides proper investment accounting treatment of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.
• Provides technical research on new and existing general account investments
• Supports an effective function for his/her assigned area(s) by identifying risks; researching technical investment accounting issues; and gathering all necessary information.

What We’re Looking For

• 3+ years of experience in investment accounting that is directly aligned to the specific responsibilities for this role.
• Bachelor's degree or equivalent work experience.
• Experience with NAIC statutory reporting and familiarity with regulatory requirements
• Effective verbal and written communication skills.
• Analytical skills and close attention to detail are necessary.
• Ability to adapt quickly in a changing work environment.
• Proficiency with Microsoft Office Suite, especially with Excel functions and visualization tools.

Final date to receive applications
Applications for this position will be accepted through December 31, 2026, subject to earlier…