Note: The job is a remote job and is open to candidates in USA. Lincoln Financial helps customers plan for financial security through insurance, annuity, and retirement solutions. The Derivatives Middle Office Analyst will support the operational lifecycle of the company’s derivatives portfolio and hedging program, managing trade capture, settlements, collateral, reconciliations, controls, reporting, and process automation.
Responsibilities
- Owns trades across their lifecycle from capture through confirmation, ensuring they are accurately booked, affirmed with counterparties, and properly documented for audit and archival purposes
- Manages cash and security settlements across derivative products, identifying exceptions early and partnering with counterparties and internal teams to resolve them
- Manages daily collateral and margin processes for bilateral and cleared derivatives, reviewing margin calls and resolving discrepancies as they arise
- Reconciles positions, cash, collateral, and valuations, investigates breaks, and maintains the evidence trail that supports internal controls, audits, and regulatory reporting
- Identifies opportunities to reduce manual work and improve straight-through processing through new dashboards, reporting enhancements, and broader technology or enterprise initiatives
- Builds automation, dashboards, and data-analysis solutions using tools such as Python, SQL, Power BI, or VBA to streamline repetitive tasks and solve real operational problems
- Designs spreadsheet models and workflows that address real operational needs and support the broader team
Skills
- 3-7 Years experience in finance that directly aligns to the specific responsibilities for this role
- Bachelor's degree or equivalent work experience
- Analytical skills and close attention to detail is necessary
- Effective verbal and written communication skills
- Ability to adapt quickly in a changing work environment
- SQL, Power BI, Python, VBA, Git or GitHub, Bloomberg, or Murex
- Prior treasury or banking internship experience
- A GitHub portfolio or personal projects (automation, data analysis, dashboards, or spreadsheet models) that demonstrate technical work
- Progress toward certifications such as the CFA, FRM, or relevant technical credentials
Benefits
- 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 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 and sales incentives
Company Overview