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

Carowinds

Games Area Manager Job at Carowinds

Overview: Job Status/Type: Full time Position Level : Management Shift/ Schedule Requirements: Ability to work various shifts and days including nights, weekends and holiday periods to meet business needs. Responsible for managing the operation of the retail...

The Cape Club of Sharon

PART-TIME ACCOUNTANT Job at The Cape Club of Sharon

 ...We are seeking an experienced accountant to join our accounting staff two days per week....  ...business is a country club. There may be times to assist with the basic accounting functions...  ...****@*****.***. Job Type: Part-time Pay: $25.00 - $50.00 per hour... 

Wagman

Heavy Equipment Mechanic Job at Wagman

 ...Position: Heavy Equipment Mechanic Pay rate: $25.00/hr -$35.00/hr (Based on experience and certifications) Travel: Regional- Must be able...  ...construction job sites. Repair trouble shooting of heavy trucks and construction equipment (i.e., loaders, dozers, cranes,... 

Community Health Program Inc

Medical Receptionist Job at Community Health Program Inc

 ...people can learn how to take better care of themselves and their families. Salary Range: $18.00 - $21.00 / hour The Medical Receptionist welcomes patients to the Health Center and checks all pre-exam requirements including patient information. This person collects... 

Toll Brothers

2026 Internship Program: Social Media and Public Relations Intern Job at Toll Brothers

 ...well as social media savvy, superb interpersonal skills, strong proofreading skills, and solid organizational skills are required....  ...retaining some of the best professionals in the industry! APPLY ONLINE TODAY! Toll Brothers is committed to ensuring equal employment...