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Investment Data Analyst Jobs (NOW HIRING)

$122 - $261/hr

## Lead Data Analyst- Investment Data Strategy (Washington DC or Baltimore, MD)Applylocations: Washington DC: Baltimore, MDtime type: Full timeposted on: Posted Todayjob requisition id: 83070At T. Rowe ...

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Provide direction and coaching to analyst resources supporting data operations, as applicable. * Champion a data-first culture within the investment division and train users on governed data sources ...

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Sr. Technical Data Analyst

Boise, ID · On-site

$81K - $103K/yr

Additionally, the analyst partners with clients, investment teams, and project management to understand reporting requirements and translate them into accurate, timely deliverables. Supporting data ...

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Investment Data Analyst information

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$34K

$82.6K

$136K

How much do investment data analyst jobs pay per year?

As of Aug 21, 2026, the average yearly pay for investment data analyst in the United States is $82,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,500.00 and $97,000.00 per year, depending on experience, location, and employer.

What does an investment data analyst do?

An Investment Data Analyst collects, processes, and analyzes financial data to support investment decisions. They work with large datasets, using statistical tools and software to identify trends and insights. Their role involves ensuring data accuracy, building financial models, and generating reports for portfolio managers and stakeholders. Strong analytical skills and proficiency in programming languages like Python or SQL are often required.

What are the key skills and qualifications needed to thrive as an investment data analyst?

To thrive as an Investment Data Analyst, you need strong quantitative analysis skills, proficiency in financial modeling, and a degree in finance, economics, statistics, or a related field. Familiarity with data visualization tools (such as Tableau or Power BI), programming languages (such as Python, R, or SQL), and industry certifications like CFA or FRM can be highly advantageous. Attention to detail, critical thinking, and the ability to communicate complex data insights to both technical and non-technical stakeholders are essential soft skills. These competencies help ensure accurate, actionable investment insights and effective collaboration in dynamic finance environments.

What does a typical day look like for an investment data analyst?

As an Investment Data Analyst, your day often involves gathering and cleaning large financial datasets, conducting quantitative analyses to evaluate investment opportunities, and preparing detailed reports or visualizations for portfolio managers and decision-makers. You may collaborate closely with analysts from different departments, attend team meetings to discuss market trends, and use specialized financial software to model scenarios. Regular responsibilities also include monitoring portfolio performance, researching industry news, and identifying data-driven insights to support strategic investment decisions. The role is dynamic and analytical, providing continuous learning opportunities and exposure to various asset classes.

Do investment data analysts make good money?

Investment data analysts typically earn competitive salaries that vary based on experience, education, and location. According to industry reports, median annual pay ranges from $60,000 to $90,000, with higher earnings possible for those with advanced skills in data analysis tools and financial modeling. Certifications like CFA or CFA Level I can also enhance earning potential.

What is the role of an investment data analyst?

An investment data analyst is responsible for collecting, analyzing, and interpreting financial data to support investment decisions. They use tools like Excel and data analysis software to identify trends, assess risks, and provide insights to portfolio managers and stakeholders. Strong analytical skills and knowledge of financial markets are essential for this role.
More about Investment Data Analyst jobs

What cities are hiring for Investment Data Analyst jobs?

Cities with the most Investment Data Analyst job openings:

What states have the most Investment Data Analyst jobs?

States with the most job openings for Investment Data Analyst jobs include:

Infographic showing various Investment Data Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $82,640 per year, or $39.7 per hour.

Analyst, Investment Data Analytics

Lincoln Financial

Radnor, PA • On-site

Full-time

Medical, Retirement, PTO

Re-posted 7 days ago


Lincoln Financial rating

7.4

Company rating: 7.4 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

232nd of 311 rated insurance


Job description

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Greensboro, NC (North Carolina)
Work Arrangement:
Hybrid : Employee will work 3 days a week in a Lincoln office
Relocation assistance: is not available for this opportunity.
Requisition #: 76289
The Role at a Glance
Lincoln's Investment Data & Analytics team is building a centralized data, operations, and technology function that delivers operational and reporting excellence across the General Account Investments organization. We are adding a data operations analyst who will roll into the Investment Data & Analytics team and serve as a key support layer between our source systems, our data engineering team, and our business partners.
This is a broad support role which will partner across the Investments organization. You will work closely with line-of-business portfolio managers and the Fixed Income, Asset Modeling, and Alternative Investments teams to provide data, operations, reporting, and coordination support across asset classes. Commercial Mortgage Loans (CML) are the primary and initial focus of the role, and over time your support will expand to cover additional investment functions and asset classes as the centralized function matures.
Across all of these areas, you will help ensure the data behind our investments is accurate, reconciled, well-controlled, and clearly reported. You will also help translate what our business partners need into the pipelines, dashboards, and controls our engineers build on our centralized data platform.
What you'll be doing
Commercial Mortgage Loan support (primary focus)
• Serve as a day-to-day data and operations point of contact for the CML production, closing/servicing, and accounting teams, translating their operational and reporting needs for the development team.
• Support reconciliation across CML data sources and accounting views, investigating and resolving breaks and exceptions with auditable data controls.
• Support the CML data lifecycle end to end - from origination through closing, servicing, and accounting - ensuring data flows cleanly and consistently between systems.
• Act as a liaison to internal and external auditors, assembling evidence, explaining data lineage, and supporting the integrity of reported figures.
General account Investment support
• Partner across the Investments organization: line-of-business portfolio managers, Fixed Income, Asset Modeling, and Alternative Investments to provide data, operations, and reporting support across asset classes.
• Serve as a coordination point between business teams, the development team, and control and audit partners, translating business and operational needs into clear technical requirements.
• Standardize reconciliation, reporting, and data-control practices across functions as the centralized data and analytics function matures.
• Onboard new data sources and reporting needs from partner teams into repeatable, well-controlled processes.
Reporting, analytics & data operations
• Build and maintain operational and management reporting and dashboards on our centralized data platform; monitor data quality and surface exceptions proactively.
• Develop and maintain SQL-backed queries and data preparation flows that ingest, validate, and reconcile investment data from source systems.
• Partner with the development team to embed controls, validation checks, and documentation into the data pipelines and dashboards built
• Contribute to data governance across the function - consistent definitions, data-quality controls, lineage, and documentation.
What we're looking for
Core skills
• Hands-on experience with data analytics and data operations concepts: relational data, SQL, and data integration and reconciliation across systems.
• Working proficiency in Python and SQL; ability to build and maintain data preparation flows and reporting.
• Experience with a centralized data platform or comparable data-science/ETL tooling. Ability to build dashboards or reporting, preferred.
• Strong attention to data integrity, controls, and reconciliation, with the ability to trace and explain data lineage.
• Excellent partnership and communication skills, with the ability to translate business and operational needs into technical requirements.
Domain & control literacy
• Familiarity with general account investments - commercial mortgage loans, fixed income, or alternatives - preferred; strong interest and the ability to learn quickly across asset classes is essential.
• Exposure to accounting reconciliation, investment or statutory reporting, and working with auditors is strongly preferred.
• Comfort operating as the bridge between business stakeholders, a development team, and control and audit partners.
Minimum Qualifications
• Bachelor's degree in a quantitative, technical, finance, or related discipline, or equivalent work experience.
• 2-4 years of professional experience in data analytics, data operations, reporting, or a related investment data support role.
• Experience supporting data, reporting, or operational workflows.
• Strong technical, analytical, and problem-solving skills.
Application Deadline
Applications for this position will be accepted through September 15th, 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

The pay range for this position is $72,900 - $131,600 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. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. 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. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
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.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
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 fraudhotline@lfg.com 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 (866) 922-6543.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

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About Lincoln Financial

Sourced by ZipRecruiter

Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas - Life Insurance, Annuities, Retirement Plan Services and Group Protection - focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021. Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek's Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Radnor, PA, US

Year founded

1905