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
...matter expert for posting logic, reconciliation, and workflow improvement. Keywords: Payment Posting, Client Bill Pay, AdvancedMD (AMD), ERA, EDI Enrollment, Revenue Cycle, Automated Payment Posting, Medical Billing, Laboratory Billing, Reconciliation, Remittance...
...Job Description Job Description The Case Manager/Housing Navigators provide support and guidance to homeless individuals and families to bolster areas within their lives to increase stability. Key responsibilities include conducting housing eligibility assessments...
...and staff Obtains filing information from court clerks and online dockets Experience and qualifications High school diploma... ...Excellent written and oral communication skills. Strong proofreading skills and exceptional attention to detail. Team player...
...Bitso It Management And Security Operations Bitso is Latin America's leading cryptocurrency platform. Our goal is to evolve how we think about and use money. To achieve this, we provide individuals with fast, cheap, seamless and user-friendly financial services powered...
...A technology solutions provider in Madison, Wisconsin is seeking a CRM Project Manager. The role demands extensive experience in project management methodologies and managing large-scale IT projects, specifically in vendor coordination and data migration. Ideal candidates...