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
...Quick Apply ( Need help finding the right job? We can recommend jobs specifically for you! Job 25-182490 Facility AR DOC Cummins Unit Type Full-Time Shift Day 8 hour Recruiter : Full Name: First Last Madeline Blandford Recruiter : Email...
...Host Our restaurant is looking for a host with remarkable hard skills and engaging people skills. The right person for this job should be able to multitask food and beverage orders and deliveries, but not only that. Our restaurant prides itself in providing excellent...
...essential responsibilities and duties)(Duties may include, but not limited to all or some of the following.)Conduct audits of client inventories at client specified storage site. Follow client business rules, finalize necessary reconciliatio Inventory, Specialist, Client,...
...Job Description Job Description We are hiring a Private Duty RN in Oconto Falls and the surrounding area. We have part-time and full time opportunities. At Almost Family, a part of LHC Group, we embrace a culture of caring, belonging, and trust and enjoy themeaningful...
...and ordinances.MCI will consider qualified applicants with criminal histories for employment in a manner consistent with local and federal requirements. MCI will not tolerate discrimination or harassment based on any of these characteristics.We adhere to these...