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
...Pharmacist Intern AmeriPharma is a rapidly growing healthcare company where you will have the opportunity to contribute to our joint success on a daily basis. We value new ideas, creativity, and productivity. We like people who are passionate about their roles and people...
...Licensed Psychiatric NP at Headway summary: As a Licensed Psychiatric Nurse Practitioner, you can build and manage a flexible private practice with support from Headway, a platform designed to streamline operations and enhance patient care. This independent contractor...
...Description Job Description Description: Position: Structural Welder Location: 17102 LA-330 Abbeville, LA 70510 Department:... ...Job Summary: We are seeking a skilled Welder with experience in fabrication and structural welding to join our team. The successful...
...Job Description Job Description **Job Title: Host/Hostess** The wage is $18.00 per hour, with additional tips from the service staff. **Summary:** The Host/Hostess is responsible for greeting and seating customers in a manner that promotes the smooth and efficient...
...Job Description Description POSITION SUMMARY: The Nurse Extern will apply the knowledge and skills acquired in their nursing program in order to provide direct patient care with compassion, excellence and efficiency. The Nurse Extern works under the guidance of...