Senior Investments and Treasury Analyst

UL Standards & Engagement; Evanston (IL); On-site; USD 81,000 - 112,000; Full time

Benefits offered by this job

Medical insurance

Dental/vision

401k match

Retirement contribution

Flexible work

Paid time off

Job summary

UL Research Institutes and UL Standards & Engagement in Evanston, IL, seeks a Senior Investments and Treasury Analyst to monitor and evaluate investments, oversee the organization’s portfolio, and support treasury operations and tax analysis within the Treasury office.

This hybrid role (in-office Tuesday and Thursday) focuses on asset allocation, performance reporting, and risk management as part of a broader finance function.

Qualifications

• Bachelor’s degree in accounting, finance, or equivalent.
• Professional qualification such as CPA, CMA or CA, preferred.
• Minimum five years direct work experience in various treasury functions.

Responsibilities

• Coordinate outsourced investment portfolio meetings and prepare related reporting materials.
• Support performance monitoring processes, including recalculating and reconciling investment returns, reviewing manager performance, and conducting outlier analysis to ensure portfolio alignment and compliance.
• Monitor and evaluate existing investments to support ongoing portfolio decisions.
• Support an on-going Investment operations.
• Support annual audit related work for investment and treasury matters.
• Develop advanced financial models, including rates of return, scenario analysis, projections, and sensitivity analyses.
• Support banking operations including account administration and maintenance of banking integrations.
• Prepare and process wire transfer payments while ensuring timely execution and compliance with internal controls and banking requirements.
• Administer credit card program, including related system integrations and ongoing program support.
• Assist in developing cash flow forecasts and supporting day-to-day cash management activities.
• Coordinate across Finance, Accounting, and legal to meet shared goals and objectives.
• Contribute to other treasury department specific and cross-functional initiatives.

Skills

Investment management

Treasury operations

Financial modeling

Excel

PowerPoint

Education

Bachelor's in accounting/finance

CPA/CMA/CA preferred

Tools

Financial systems

Job description

Job Description

At UL Research Institutes and UL Standards & Engagement, we know why we come to work.

We have an exciting opportunity for a Senior Investments and Treasury Analyst at UL Research Institutes and UL Standards & Engagement, based in our Evanston, Illinois, office. The Senior Investments and Treasury Analyst is responsible for monitoring and evaluating existing investments and overseeing the organization’s investment portfolio, including asset allocation and performance reporting for UL Research Institutes (ULRI) and UL Standards & Engagement (ULSE). The role will support treasury and investment operations, as well as tax-related analysis within the Treasury office. The Senior Investments and Treasury Analyst must demonstrate strong analytical and risk-management capabilities, with knowledge of financial markets, investment strategies, financial models, and reporting.

This is a hybrid role that is in office on Tuesday & Thursday.

UL Research Institutes and UL Standards & Engagement

At UL Research Institutes (ULRI) and UL Standards & Engagement (ULSE), we expand the boundaries of safety science to create a more secure and sustainable world. For more than a century, we have studied the unintended consequences of innovation, designed solutions to mitigate risk, created new safety standards and shared our findings with academia, scientists, manufacturers, and policymakers across industries. We identify critical safety and sustainability issues, asking the tough questions because we believe a safer world begins with knowledge.

What you’ll learn and achieve:

• Coordinate outsourced investment portfolio meetings and prepare related reporting materials.
• Support performance monitoring processes, including recalculating and reconciling investment returns, reviewing manager performance, and conducting outlier analysis to ensure portfolio alignment and compliance.
• Monitor and evaluate existing investments to support ongoing portfolio decisions.
• Supporting an on-going Investment operations
• Support annual audit related work for investment and treasury matters
• Develop advanced financial models, including rates of return, scenario analysis, projections, and sensitivity analyses.
• Support banking operations including account administration and maintenance of banking integrations
• Prepare and process wire transfer payments while ensuring timely execution and compliance with internal controls and banking requirements
• Administer credit card program, including related system integrations and ongoing program support
• Assist in developing cash flow forecasts and supporting day-to-day cash management activities
• Coordinate across Finance, Accounting, and legal to meet shared goals and objectives.
• Contribute to other treasury department specific and cross-functional initiatives.

What you’ll experience working at UL Research Institutes and UL Standards & Engagement:

For the organizations across the UL enterprise, corporate and social responsibility isn’t new. We have pursued our mission of working for a safer, more secure, and sustainable world for nearly 130 years, embedding conscientious stewardship into everything we do.

• People : Our people make us special. You’ll work with a diverse team of experts respected for their independence and transparency and build a network, because our approach is collaborative. We collaborate across disciplines, organizations, and geographies to build the global scientific response that today’s global challenges require.
• Interesting work : Every day is different for us here. We see what’s on the horizon and use our expertise to build the foundations of a safer future. You’ll have the opportunity to push the boundaries of human understanding as part of a team working to advance the public good.
• Grow and achieve : We learn, work, and grow together through targeted development, reward, and recognition programs.
• Values. Four core values guide our work: collaboration, respect, integrity, and beneficence. By living our values, we inspire the trust essential to fulfilling our mission and foster the partnerships that enable us to pursue a beneficent future in which we all can thrive.
• Total Rewards : All employees at UL Research Institutes and UL Standards & Engagement are eligible for bonus compensation. We offer comprehensive medical, dental, vision, and life insurance plans and a generous 401k matching structure of up to 5% of eligible pay. Moreover, we invest an additional 4% into your retirement saving fund after your first year of continuous employment. Depending on your role, you may be able to discuss flexible working arrangements with your manager. We also provide employees with paid time off, including vacation, holiday, sick, and volunteer days.

What makes you a great fit:

While no one candidate will embody every quality, the successful candidate will bring many of the following professional competencies and personal attributes :

• Knowledge of investment portfolio management and treasury operations acquired through relevant and increasingly complex work experience.
• Excellent financial modeling skills, including portfolio modeling, sensitivity analysis, and forecasting.
• Ability to combine quantitative and qualitative analysis; think critically; evaluate multiple perspectives; and translate complex information into recommendations that guide leadership decision-making.
• Strong verbal and written communication skills, with the ability to tailor delivery based on audience and context.
• Strong interpersonal and relationship‑building skills, with the ability to collaborate across all levels of the organization.
• Superior quantitative and analytical capabilities, including advanced Excel and PowerPoint proficiency; experience with financial systems.

Professional education and experience requirements for the role include:

• Bachelor’s degree in accounting, finance, or equivalent.
• Professional qualification such as CPA, CMA or CA, preferred.
• Minimum five years direct work experience in various treasury functions.

About UL Research Institutes and UL Standards & Engagement

UL Research Institutes and UL Standards & Engagement are nonprofit organizations dedicated to advancing safety science research through the discovery and application of scientific knowledge. We conduct rigorous independent research and analyze safety data, convene experts worldwide to address risks, share knowledge through safety education and public outreach initiatives, and develop standards to guide safe commercialization of evolving technologies. We foster communities of safety, from grassroots initiatives for neighborhoods to summits of world leaders. Our organization employs collaborative and scientific approaches with partners and stakeholders to drive innovation and progress toward improving safety, security, and sustainability, ultimately enhancing societal well‑being.

Learn more about us and the offered benefits, visit our websites at UL.org and ULSE.org.

Salary Range:

$81,456.37-$112,002.51

Pay type:

Salary