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
...human resource solutions provider for small to mid-sized companies. We are HR experts who partner with small businesses to provide outsourced Human Resource Consulting, Payroll and Benefits administration. Headquartered in Baton Rouge, LA. we have a proud history of...
...Job Description Job Description Environmental Health & Safety Specialist The Environmental Health and Safety Specialist plays... ...for improvement. Basic computer skills including Microsoft Office and email. Strong analytical and problem-solving skills Excellent...
...experience and certifications. In addition to your pay, Target cares about and invests in you as a team member, so that you can take care of yourself and... ...areas of the store. At Target, we believe in our leaders having meaningful experiences that help them build...
...About the job Assembler We are seeking a detail-oriented and reliable Assembly candidate to join our 1st shift team. The Assembly person will be responsible for assembling computer components and systems according to established procedures and quality standards...
...Job Title: Broiler Cook Department: Brewery Reports To: Executive Chef & Brewery Sous Chefs FLSA Status: Nonexempt Salary: DOE Summary Works in a fast paced, high pressure kitchen at our award winning Brewery Restaurant...