Senior Investment Analyst Job at Uline, Kenosha, WI

V1hyVHgyN3hNQjdWT3lZRXhKdXlGUjZvNEE9PQ==
  • Uline
  • Kenosha, WI

Job Description

Senior Investment Analyst

Corporate Headquarters

12575 Uline Drive, Pleasant Prairie, WI 53158

Take the lead in shaping Uline’s investment strategy! As a Senior Investment Analyst, you’ll research and evaluate market opportunities, manage portfolio performance and provide key insights to company leaders to help drive smart financial decisions.

Better together! This position is on-site, and we are looking for people who share our passion.

Position Responsibilities

  • Analyze and recommend investment opportunities that align with Uline’s financial goals.

  • Evaluate portfolio performance, risk and diversification to ensure long-term growth and stability.

  • Present clear, data-driven recommendations and regular updates to senior leadership.

  • Monitor market trends and portfolio benchmarks to maximize returns.

  • Assess cash positions and propose fixed-rate investment options.

  • Manage approved investment transactions with brokers and banks.

  • Prepare forecasts and budgets for portfolio income from dividends and interest.

Minimum Requirements

  • Bachelor’s degree. A focus in finance, accounting or economics is preferred.

  • 4+ years of investment analysis and market research experience.

  • Prior Bloomberg terminal experience preferred.

  • Strong communication skills.

Benefits

  • Complete health insurance coverage and 401(k) with 6% employer match that starts day one!

  • Multiple bonus programs.

  • Paid holidays and generous paid time off.

  • Tuition Assistance Program that covers professional continuing education.

Employee Perks

  • On-site café and first-class fitness center with complimentary personal trainers.

  • Over four miles of beautifully maintained walking trails.

About Uline

Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,000 employees across 13 locations.

Uline is a  drug-free workplace .

EEO/AA Employer/Vet/Disabled

#LI-TH1

#CORP

(#IN-PPFIN)

Our employees make the difference and we are committed to offering exceptional benefits and perks! Explore to learn more!Uline

Job Tags

Holiday work,

Similar Jobs

Charles Schwab

Specialist, Brokerage Service Representative - 401k and HSA Job at Charles Schwab

 ...currently be authorized to work in the United States on a full-time basis without employer sponsorship. Personal Choice Investment Services (PCIS) Participant Services works directly with Self-Directed Brokerage Accounts for retirement plans and health savings accounts... 

SEPHORA

Store Manager Job at SEPHORA

 ...Job Description Belong to Something Beautiful At Sephora, beauty is about feeling seen, valued, and empowered, individually and collectively. It is connecting deeply with others, celebrating diversity and inclusivity, unlocking your potential, and making a difference... 

Sephora USA, Inc

Beauty Store Leader Inspire Teams & Guest Experience (San Francisco) Job at Sephora USA, Inc

A leading beauty retail company is seeking an Assistant Store Manager for their location in San Francisco, CA. In this full-time role, you will inspire and lead your team while ensuring exceptional client experiences and operational excellence. The ideal candidate should...

A Hiring Company

Talent Acquisition Specialist Job at A Hiring Company

3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Talent Acquisition Specialist US-MS-Oakland Job ID: 2025-8068 Type: Regular Full-Time # of Openings: 1 Oakland Plant Overview As a Talent... 

Joliet Junior College

Campus Safety Officer Job at Joliet Junior College

 ...Position Title: Campus Safety Officer Job Description: POSITION TITLE:Campus Safety Officer STATUS:Part time DEPARTMENT: Campus Police DIVISION: President's Office CLASSIFICATION: Non-exempt UNION: TOSSC REPORTS TO: Chief of Police through...