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

OPENLANE

Automotive Inspector Job at OPENLANE

 ...OBD II scanner, reliable transportation, and valid driver's license. Some of the perks include: Make good money in an exciting field Be your own boss and set your own hours Flexible work environment Ability to work with minimal guidance and supervision... 

SemiLink Materials, LLC

Senior QA/QC Manager - Semiconductor Materials Job at SemiLink Materials, LLC

 ...A leading manufacturer of high-purity chemicals is seeking a QA/QC Manager in Stevensville, Montana. This role involves maintaining ISO quality certifications, overseeing quality assurance processes, and managing a QC team to ensure compliance with industry standards.... 

Fiserv

Senior Software Developer Job at Fiserv

 ...Calling all innovators find your future at Fiserv. Were Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions... 

JYF Logistics, LLC

CDL A OTR Team Driver Job at JYF Logistics, LLC

 ...Description Job Description We are seeking experienced OTR Team Drivers to run dedicated FedEx routes. This is a high mile, consistent...  ...)\tPaid vacation after 1 year Requirements: \tClass A CDL with Doubles/ triples \tTeam experience preferred \tClean... 

BERING STRAITS GLOBAL INNOVATIONS LLC

Quality Control Manager Job at BERING STRAITS GLOBAL INNOVATIONS LLC

 ..., alarm system monitoring service, plumbing, heating and air conditioning, and other related services: About this position: Quality Control Manager Apra Habor, Guam Bering Straits Global Innovations, a subsidiary of Bering Straits Native Corporation, is currently...