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

Kforce Inc

Sr Technical Recruiter Job at Kforce Inc

 ...characterized by mutual respect, understanding, and trust. ESSENTIAL DUTIES AND RESPONSIBILITIES: Identify, engage, and recruit qualified candidates by performing sourcing activities to include, but not limited to: market and Internet research identifying alternate... 

University Hospitals

PRN Pharmacy Tech II Job at University Hospitals

 ...Job Description Description A Brief Overview The Pharmacy Technician 2 is accountable for assisting pharmacists in the retrieval,...  ...of a Pharmacist. What You Will Do For Inpatient Pharmacy Tech 2, activities include but are not limited to: Accurate preparation... 

CoreCivic

Correctional Dental Assistant Job at CoreCivic

 ...Job Description CoreCivic is seeking a Correctional Dental Assistant for a job in Nicholls, Georgia. Job Description & Requirements Specialty: Dental Assistant Discipline: Allied Health Professional Duration: Ongoing Employment Type: Staff... 

Sunstates Security

Armed Security Officer PT Job at Sunstates Security

 ...Sunstates Security is currently hiring for a Part-time armed Security Officer to work in the Colorado Springs area. Additional coverage may be needed on occasion. The rate of pay is $25.00/hr, paid weekly. Requirements:Armed Security experience requi Security Officer,... 

Origami Owl

Brand Marketing Manager Job at Origami Owl

 ...Brand Marketing Manager Position Overview: We are seeking a highly motivated and experienced Brand Marketing Manager to join our small scrappy team. This role will be responsible driving revenue by leading the development and execution of multi-channel marketing...