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 Description Job Description We are seeking a Truck Driver to join our team! You will be responsible for safely operating a Semi-... ...Minimum of 1 year experience Commercial driver's license Class A Ability to handle physical workload Strong work ethic A...
...A leading financial institution is seeking a Product Manager for its blockchain initiatives. The successful candidate will develop innovative payment solutions, managing the end-to-end product life cycle. Applicants must have over 5 years in product management within...
...Pharmacy Technician / Pharm Tech Apprenticeship at WALGREENS summary: This position is for a Pharmacy Technician or Pharmacy Technician Apprentice at Walgreens, focused on assisting pharmacists with prescription processing, inventory management, and patient interaction...
ProDrivers, a leader in providing highly qualified commercial truck drivers, is seeking an experienced and dependable Class B Driver to join our dynamic team. We are dedicated to ensuring safety and compliance in all our operations and provide tailored logistic solutions...
...Title: Sr/Lead Golang/Python Developer Location: Pasadena, CA (Hybrid/Onsite - local candidates preferred) Duration: 6+ Months to support Telephony application requirements. Must Haves: ~4-yr Technical Degree (CS or related) AND ~8 yrs of IT/Engineering AND...