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

Evangeline Downs Racetrack & Casino

Security Officer Job at Evangeline Downs Racetrack & Casino

Job Description Company Description Boyd Gaming Corporation has been successful in gaming jurisdiction in which we operate in the United States and is one of the premier casino entertainment companies in the United States. Never content to rest upon our successes...

Physician Affiliate Group of New York, P.C. (PAGNY)

Talent Acquisition Specialist Job at Physician Affiliate Group of New York, P.C. (PAGNY)

 ...Physician Affiliate Group of New York (PAGNY ), a tax-exempt organization affiliated with NYC Health + Hospitals , is adding a Talent Acquisition Specialist to the Talent Acquisition Department. PAGNY is one of the largest physician groups in New York State and directly... 

Shaner Hotels

Executive Chef | French Leave Resort Eleuthera Bahamas, Autograph Collection Job at Shaner Hotels

Overview Executive Chef | French Leave Resort Eleuthera Bahamas, Autograph Collection - Shaner HotelsWere looking for a passionate Executive Chef to oversee all aspects of culinary operations at our French Leave Resort in Eleuthera, Bahamas, from menu creation and kitchen... 

INTREN, LLC

Corporate Equipment Coordinator Job at INTREN, LLC

 ...Job Title: Corporate Equipment Coordinator Reports To : Corporate Equipment Manager FLSA Status: Non- Exempt SUMMARY OF POSITION: This is a non-union position responsible for administrative fleet and equipment activities within a specific area of INTREN... 

Waypoint

Shared Living Provider - Western Region Job at Waypoint

 ...supports for adults with Intellectual/Developmental Disabilities.About the Role Share your home and help an adult with a developmental disability to live in a family setting. Shared Living Providers open their homes to support individuals with education, employment,...