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
...financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. Overview: For this very specific role, DV Trading is actively...
...Siding & Gutter Crews Wanted Dalco Home Remodeling &##128205; Bridgeton, MO 63044 Dalco Home Remodeling, a trusted remodeling contractor with over 50 years of experience , is seeking experienced 1099 siding and gutter crews to join our growing team. We offer...
...construction sites, special events, and other job sites. We're currently seeking a dedicated and safety-conscious Route Service Driver with a CDL or Class C license with a tanker endorsement to join our dynamic team. This role is vital as you will be on the frontline of our...
...Impressive attention to detail and a love for tinkering til you figure it out. Eagerness to learn the ins and outs of servicing bicycles A desire to continually learn proper service methods and new technologies Prior mechanic experience is not required!...
...identification labels, aircraft loading manifest, and baggage routing tags Follows and complies with all federal, state, municipal, airport authority, and carrier rules and regulations. Ensure crews are being briefed before flights on positions to take and how the...