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
...work related to designing, maintaining, and producing geographic data and graphics through an automated geographic information system (GIS). The position is also responsible for special assigned projects related to database management, including CMMS, assisting in...
...Description Job Description During the school year, the Substitute Teacher will take the place for the primary teacher during their... ...Possess evidence of other adequate preparation, background, or experience as determined by the Division Head. Manage the classroom...
...facilities, fitness centers, and much more.Come bea part of this incredible and inclusive team at Invited! Job Summary The Beverage Cart Attendant is responsible for delivering exceptional service and enriching the member and guest experience while playing on the golf...
...Job Description RCM HealthCare Travel is seeking a travel Certified Occupational Therapy Assistant for a travel job in Kaplan, Louisiana. Job Description & Requirements ~ Specialty: Certified Occupational Therapy Assistant ~ Discipline: Therapy ~ Start Date...
...We are seeking a skilled and motivated Experienced Angular Developer to join our team. As a key member of our development team, you will... ...Nice to Have: Knowledge of back-end technologies (e.g., Node.js, Java Spring Boot). Experience with unit testing frameworks...