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

Leos Maritime Solutions Pvt. Ltd.

Offshore Seaman (Maritime industry) Job at Leos Maritime Solutions Pvt. Ltd.

# Perform deck operations including mooring, anchoring, cargo handling, and line handling. # Maintain ship/offshore platform cleanliness and equipment as per standards. # Assist in navigation support , watchkeeping, and lookout duties under supervision. # Support... 

Birch Agency

Sign Language Interpreter Job at Birch Agency

 ...Job Description Job Description Job Position: Sign Language Interpreter Location: Burgaw, NC 28425 School-Based | Burgaw, NC | Short-Term Assignment Birch Agency is seeking a qualified Sign Language Interpreter for a short-term, school-based assignment... 

University of Kentucky College of Medicine

Digital Twin Scientist: Health Informatics & ML Research Job at University of Kentucky College of Medicine

 ...A prominent research institution in Lexington, KY seeks a highly motivated Postdoctoral Researcher in Digital Twins for Health Informatics. The successful candidate will work on developing advanced algorithms to understand health trajectories using complex datasets. Qualifications... 

Connect Search, LLC

Recruiting Coordinator Job at Connect Search, LLC

 ...experience in recruitment, sourcing, or HR support. ~ Demonstrated experience with candidate sourcing or full-cycle recruitment. ~ Experience using an Applicant Tracking System (ATS). ~ Bachelors degree preferred; equivalent experience will be considered.... 

AAMCO Transmissions and Total Car Care

Automotive Technician Job at AAMCO Transmissions and Total Car Care

 ...We are seeking Automotive Technicians of all skill levels to join our growing team. The ideal candidates are detail-oriented, mechanically skilled, and passionate about diagnosing and repairing todays complex vehicles while delivering excellent customer service....