Lincoln Financial | Investment Accountant - Middle Office Operations

The role at a glance

• Applications for this position will be accepted through December 31, 2026, subject to earlier closure due to applicant volume.
• The pay range for this position is $75,000 - $120,000 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.
• 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.
• 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.
• 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.
• 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 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.
• Leadership development and virtual training opportunities.
• Work arrangements that work for you.
• 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.
• 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.
• 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.
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What we’re looking for

• 3+ years of experience in investment accounting that is directly aligned to the specific responsibilities for this role.
• 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.
• Effective productivity/technology tools and training.

Lincoln Financial

Lincoln Financial is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Lincoln Financial Group provides resources and solutions that help empower Americans to take charge of their financial lives with confidence and optimism."

Its finance, accounts, audit and tax openings in India are mostly in Radnor, Charlotte, Omaha and Hartford.

• Industry: BFSI / Investments / Insurance