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
...across North Carolina and Rhode Island. As a team, we provide hope, promote wellness, and... ...from within and developing future leaders.Job HighlightsA Qualified Professional... ...ScheduleMonday-Friday (8:00am-4:00pm)Target Weekly Hours40Monarch is an Equal Opportunity...
...Why Suncrest At Brighton/Suncrest Hospice our goal is to change the expectation of hospice care in your area by providing exceptional... ...private residences, assisted living communities and skilled nursing facilities. This RN/LPN position must also be passionate about...
...Electric is looking for an experienced and innovative Digital Marketing Manager to lead our digital marketing efforts and drive strategic... ...and services. You will be responsible for overseeing various online marketing channels, including social media, email campaigns, SEO...
...Description Job Description Overview Accounting Manager & Executive Assistant (QuickBooks... ...and force multiplier for the owners time Ideal Candidate Profile Youre likely... ...Details Type: Full-time (open to part-time transitioning to full-time) Location...
...scheduling, and managing interviews as well as travel and accommodation arrangements when needed. Making sure everyone is in the right place at the right time. Using Ashby (our ATS) and relevant recruiting tools to keep organized and help keep our busy team on track. Our...