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.
Careers Packed with Potential. Backed by 45+ years of success, Uline offers opportunities to grow your career with stability you can count on.
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 14 locations.
Uline is a drug-free workplace . All positions are on-site.
EEO/AA Employer/Vet/Disabled
#LI-TH1
#CORP
(#IN-PPFIN)
By applying, you consent to your information being transmitted by Jooble to the Employer, as data controller, through the Employer’s data processor SonicJobs.
See Uline, Inc. Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
...A Systems Engineering job is currently available at Belcan in Cedar Rapids Iowa supporting our key aerospace clients. To be considered for this role, you will have a bachelor's degree and at least 7 years of relevant experience in systems engineering with exposure to...
...have SafeServe, baking experience and customer service skills which will align successfully in the organization. Job Title: Cafe & Bakery Cook Location: Barronett Pay Range: $16/hr Whats the Job? Prepare and cook menu items according to recipes and...
...one, compassionate care and love your job Trinity Health At Home, Home Care and Hospice provides compassionate, exceptional... ...our Virtual Care Center RNs. LMSW Our licensed clinical social workers perform initial patient assessments to identify psychological,...
...compassionate, organized, efficient and extremely professional mobile phlebotomist. Our phlebotomists will provide services at either private... ...to sign NDA - Honesty and integrity. - Willingness to travel. - Able to multitask and time manage. - Excellent interpersonal...
...Description Job Description West Side Tractor Sales John Deere Military CSP/DoD Skillbridge Prgm Service Technician Service Department Reports To: Service Manager Performs basic diagnostics, service repairs and maintenance work on customer and/or dealer...