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
...your passion is flying and you want to work in an environment where every second counts, contact us today! Were hiring a Helicopter Pilot to provide medical air transportation services to Med-Trans customers. Safety isa key pillar of ourservices Salary Range: $105,2...
...Job Description About the Role Our Engineer 1 role is the perfect career launch pad for engineers looking to apply and build their... ...role, individual compensation will be determined based on several factors including your experience, skills, and alignment with the role'...
** Production Laborer ** Career progression path: - $20 per hour starting pay rate with TOPS Staffing - Successful candidates will... ...hired on by company after 2 months or 50 working days - Join union at time of being hired by client - Raise to $25+ per hour immediately...
...evaluates data and information to assist in the resolution of criminal investigations and inform strategic decision making for the Philadelphia... .... Minimum education Bachelors Degree in Criminal Justice, Information Systems, Public Administration, Computer Science...
At Vertiv, we design, manufacture, and service the mission-critical infrastructure technologies for vital applications in data centers, communication networks and commercial and industrial environments.We are the trusted Service Provider for 70%+ of Fortune 500 companies...