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
...Perkins Restaurant & Bakery At Perkins Restaurant & Bakery our employees are part of the Perkins extended family and the families we serve. And you'll be responsible for making special days memorable and everyday meals something extraordinary. At Perkins where we've...
A leading logistics company in Olive Branch, Mississippi, seeks a Warehouse Management System (WMS) Manager to optimize inventory management and enhance warehouse efficiency. The ideal candidate will manage system configuration, maintain system functionality, and train...
...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...
...Elementary School Nurse (RN) | Illinois | Immediate Opening Make a meaningful difference where it matters mostsupporting the health... ...environment, and the chance to be a vital part of a student-centered school community. As the Elementary School Nurse,...
...well as conduct presentations for employee groups ranging from 5 to 50+. Core Responsibilities: Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities...