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
...multiple industries. This entry-level position includes full training for qualified candidates. Depending on your skills and interests... ...remote position ~ Flexible hours (part-time or full-time)~ Paid training included ~ Entry-level position with advancement...
...productive and efficient environment. Comply with safety principles, laws, regulations, and standards associated with, but not limited to, CMS, The Joint Commission, DHHS, and OSHA if applicable. Benefits You Need & Then Some Avera is proud to offer a wide range of...
...Description: Seeking Patient Service Tech/Phlebotomy! Baptist Health Floyd Southern... ...area Part-Time, 24 Hours a Week, 3 days a week rotating different hours We... ...BLS course required, will provide training We offer competitive salaries and...
Senior Cage Cashier Provides a high level of guest service while adhering to established department and property policies and procedures while working in the Cage and other Cage related areas. Shift Availability: Grave: 6:00 PM - 2:00 AM, 7:00PM - 3:00AM, 8:00 PM...
...development, programming, coding of Information Technology solutions using Python Responsible for documentation of the system, conduct unit tests, peer code reviews and maintenance of internally developed applications, evaluation and performance testing of purchased...