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
...Class A CDL Solo LOCAL Truck Driver - GET STARTED RIGHT AWAY!*********Please read to make sure you qualify :) POSITION DETAILS... ...Performance bonuses ~ Tuition Reimbursement program ~_ _ Home DAILY-More time with your family __~_ Night Shift -Sunday and...
Operations Role Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls...
...Phlebotomy Site Coordinator at Labcorp summary: The Phlebotomy Site Coordinator at LabCorp oversees the operations and coordination... ...communication skills, phlebotomy certification, and flexibility to travel and work overtime as needed. At LabCorp we have a passion...
Job Description Overview Overview: To be part of our organization, every employee should understand and share in the Yale New Haven Health System Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability...
...Exam Proctor Orbis partners with colleges and universities to expand their pre-licensure healthcare programs. Our partners leverage our expertise to produce thousands of high-quality graduates ready to enter the workforce and meet employers' demands. The Exam Proctor...