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
...company based in California seeks an experienced and professional Truck Driver to join its team. In this role, you will be responsible for... ...vehicle maintenance. Ideal candidates have a valid CDL Class C and prioritize safety, with the ability to drive long distances...
...Home Cleaning Professional Professionally clean customer homes using Merry Maids' unique cleaning procedures and products. Overall... ...the employee. This job description does not create an employment contract, implied or otherwise, and employment with the Company remains...
...passionate and experienced Neurology Account Manager who is committed to our mission of... ...with internal and external partners:~ Customer Targeting & Sales Territory/Region/Area... ...functional field leaders (Market Access, Patient Services, etc.) to achieve shared business...
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
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...