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
...Space & Security (BDS) , is seeking a Senior Avionics Hardware Engineer - Fighters Mission Systems (Level 5) in Berkeley, MO. BDS... ...considerations. Boeing offers the best benefits in Aerospace: The Boeing 401(k) helps you save for your future, with contributions...
...A leading aviation training firm in Huntsville, AL, is seeking a Senior Instructor Pilot to conduct flight and pilot training. The role requires US citizenship and a security clearance. Candidates must have a minimum of 2000 flight hours in AH-64 series aircraft and possess...
...The Archdiocese of St. Louis Catholic Education and Formation features an expansive coalition of schools that allow our children to develop a sense of purpose and value, receive a higher quality education, join a welcoming community and feel secure in a a dynamic future...
...Career Area: Manufacturing Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future...
...build, and maintain the systems that keep buildings running from HVAC to plumbing and electrical solutions. With decades of experience... .... Position Summary: Were looking for a Project Sales Engineer to help grow our installation division specializing in...