Senior Investment Analyst Job at Uline, Kenosha, WI

V1hyVHgyN3hNQjdWT3lZRXhKdXlGUjZvNEE9PQ==
  • Uline
  • Kenosha, WI

Job Description

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 Tags

Holiday work,

Similar Jobs

Philadelphia Housing Authority

Public Safety and Crime Analyst Job at Philadelphia Housing Authority

 ...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... 

AAMCO Transmissions and Total Car Care

Automotive Technician Job at AAMCO Transmissions and Total Car Care

 ...We are seeking Automotive Technicians of all skill levels to join our growing team. The ideal candidates are detail-oriented, mechanically skilled, and passionate about diagnosing and repairing todays complex vehicles while delivering excellent customer service.... 

J.P. Morgan

VP Product, Digital Payments & Blockchain (San Francisco) Job at J.P. Morgan

 ...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... 

Charles Schwab

Specialist, Brokerage Service Representative - 401k and HSA Job at Charles Schwab

 ...currently be authorized to work in the United States on a full-time basis without employer sponsorship. Personal Choice Investment Services (PCIS) Participant Services works directly with Self-Directed Brokerage Accounts for retirement plans and health savings accounts... 

Ross Downing Chevrolet, Inc.

Experienced Car Detailer - Hammond, LA Job at Ross Downing Chevrolet, Inc.

We are looking for an experienced automotive detailer to join our team! Full-time position with benefits.Call Ross Downing Chevrolet at (***) ***-**** and ask for Body Shop Manager Mark Bernard, or apply in-person at 600 South Morrison Blvd in Hammond