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

Get It Recruit - Transportation

Track and Trace CSR - Overnight - Remote | WFH Job at Get It Recruit - Transportation

 ...expectations. You will assist in managing the flow of raw materials, works-in-progress, and finished goods, and contribute to improving...  ..., working on computers and telephones. This is a work-from-home position. Employment Type: Full-Time Salary: $ 16.00 21.00... 

Ketryx Corporation

Head of Communications (Boston) Job at Ketryx Corporation

 ...Job Title: Head of Communications Employment Status: Full-time Office Hours: Monday - Friday, in-office with 1 day WFH option Location: Boston, Massachusetts Salary: $120,000 - $160,000 base + possible performance bonus + equity options The role We are... 

West Fraser

Industrial Electrician Job at West Fraser

 ...growing our team by promoting from within many of our employees have built their careers with us. At West Fraser, our Industrial Electrician is takes with repairing, replacing, installing, programming, and testing all electrical circuits and equipment. Occasionally... 

ASTEC

Communications Specialist Job at ASTEC

 ...Connect with us today and build your career at Astec. LOCATION: Chattanooga, TN ABOUT THE POSITION As a dynamic Communications Specialist, you'll craft and implement engaging communication strategies, create compelling content, manage internal and... 

Anders Group

Travel Occupational Health Registered Nurse - $2,666 per week Job at Anders Group

 ...Anders Group is seeking a travel nurse RN Occupational Health for a travel nursing job in Robbinsdale, Minnesota. Job Description & Requirements ~ Specialty: Occupational Health ~ Discipline: RN ~ Start Date: 07/07/2025~ Duration: 13 weeks ~40 hours per...