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
...healthcare insurance clients (BlueShield of California and other health plans). This role is responsible for driving data-informed... ... Bachelor's degree in data science, data analytics, health informatics, statistics, engineering, or related fields required. Master's...
...Job Description Job Description CDL-A Driver Opportunity - Excellent Pay and Home Time! Are you an experienced CDL-A driver looking for stability, excellent pay, and quality home time? C.R. England is launching an exciting new dedicated account in the Denver metro...
...CDL A OTR Drivers - Up To $97K Per Year - All Miles Paid - Wisconsin at DAIRYLAND TRANSPORTATION LLC summary: Dairyland Transportation is hiring CDL A OTR refrigerated (reefer) truck drivers based in Richland Center, WI, offering $70K$97K annually with paid hub miles...
...Job Description Job Description Reimbursement Specialist Help Others, Make a Difference, Save a Life. Do you want to make a difference in people's lives every day? Or help people navigate the tough spots in their life? And do it all while working where...
...management consulting firm is seeking an Associate to act as a frontline change agent in Cleveland. In this role, you will coach client analysts, provide data-driven insights for improvement efforts, and validate the benefits generated from client initiatives. Ideal...