Senior Investment Analyst Job at Uline, Kenosha, WI

V1hyVHgyN3hNQjdWT3lZRXhKdXlGUjZvNEE9PQ==
  • Uline
  • Kenosha, WI

Job Description

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

Job Tags

Holiday work,

Similar Jobs

Deutsche Post und DHL

Air Freight Supervisor Job at Deutsche Post und DHL

 ...Job Description Title: Air Freight Supervisor Location: Austin, Texas DHL Global Forwarding (DGF) is the world leader in air freight services and one of the leading providers of ocean freight services. Around 30,000 employees work to ensure we transport our... 

Prospect Medical Holdings

Billing Specialist Job at Prospect Medical Holdings

 ...Billing Specialist Prospect Medical Holdings, Inc. Summary Under supervision of the Billing Supervisor, the Billing Specialist performs billing duties necessary to ensure accurate management of account receivables. This includes any number or combination of responsibilities... 

HMSA

Pharmacy Performance Analyst Job at HMSA

 ...runs ad hoc analyses. Provides business insight to other internal departments when working on cross-functional initiatives. Performs advanced analytics incorporating techniques like advanced statistics, ML, predictive modeling, and cohort matching. Cross-Functional... 

CommonSpirit Health

Anesthesiologist Job at CommonSpirit Health

 ...Where You'll Work CHI Health and Creighton University School of Medicine are seeking a quality driven, patient-centered Anesthesiologist to join our team in Omaha, Nebraska . The practice offers the ability to work alongside colleagues, teach medical students... 

netPolarity, Inc. (Saicon Consultants, Inc.)

Injection Molding Operator Job at netPolarity, Inc. (Saicon Consultants, Inc.)

 ...specifications. Use a variety of machinist's hand tools and precision measuring instruments. Set up and operate CNC lathes, milling machines and surface grinders. Compute dimensions; determine machining and material or parts requirements. Solve problems relating...