Senior Investment Analyst
Location: Kenosha
Posted on: June 23, 2025
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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 Uline.jobs to learn more!
Keywords: , Rockford , Senior Investment Analyst, Accounting, Auditing , Kenosha, Illinois
