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
At JTM Food Group, a leader in crafting superior food solutions, we are currently seeking a skilled Maintenance Electrician to ensure our manufacturing processes run smoothly and efficiently. This position plays a crucial role in maintaining our state-of-the-art production...
...commercial fire protection systems and services.We are seeking a new Estimator to join our rapidly growing Estimating Team.In this role, you... ...The ability to read architectural and engineering drawings and prints Proficient in Bluebeam (REVU), Microsoft Excel &...
...Make an impact by advancing the Department of Defenses mission to keep our country safe and secure. Job Description ELECTRICIAN MAINTENANCE GDIT is seeking a Marine Electrician to help support the SACSS program in Seattle, Washington This is an onsite...
... NOW HIRING: Snow Plow Operators (CDL Drivers) - Top Pay This Winter! Multiple sites across Virginia Ready to earn top dollar while keeping communities safe this winter? Job Type: Seasonal / On-Call / 1099 / Owner-Operator GovFirst is now hiring Snow...
DetailerStart Your Career with Bob Loquercio Auto GroupAre you detail-oriented, dependable, and looking for a role with long-term growth potential? At Bob Loquercio Auto Group, we provide hands-on training, modern equipment, and a supportive team environment to help...