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
...National Guard/h2pThis position is located at unit level in the Air National Guard (ANG) Aviation Wing, Operations Group at flying units in the ANG. Its paramount purpose is to pilot a unit-equipped (UE) airplane. In addition to piloting responsibilities, performs...
...A public school district in Georgia seeks a Head Coach to oversee sports coaching for K-12 students. This role includes instructing students on sports fundamentals, managing team regulations, and coordinating practices. Candidates should have teaching certification or...
...Clay Lacy Aviation pilots are among the very best in the business. Elevating our standards starts with a rigorous evaluation process, which thoroughly tests the procedural abilities and situational awareness of each candidate. We are currently seeking a Captain for...
...multiple industries. This entry-level position includes full training for qualified candidates. Depending on your skills and interests... ...remote position ~ Flexible hours (part-time or full-time)~ Paid training included ~ Entry-level position with advancement...
...development, programming, coding of Information Technology solutions using Python Responsible for documentation of the system, conduct unit tests, peer code reviews and maintenance of internally developed applications, evaluation and performance testing of purchased...