Senior Investments and Treasury Analyst

ULSE Inc.; Evanston (IL); Hybrid; USD 81,000 - 112,000; Full time

Benefits offered by this job

Bonus compensation

401k matching

Paid time off

Job summary

UL Research Institutes and UL Standards & Engagement is seeking a Senior Investments and Treasury Analyst in Evanston, IL. The role focuses on monitoring the investment portfolio, supporting treasury operations, and providing financial analysis to drive portfolio decisions.

The ideal candidate will bring five+ years in treasury, strong modeling skills, and experience with investment reporting. This is a hybrid position with in-office days on Tuesday and Thursday, offering competitive benefits

Qualifications

• Bachelor’s degree in accounting, finance, or equivalent.
• CPA, CMA or CA qualification preferred.
• Minimum five years of direct treasury experience.

Responsibilities

• Coordinate outsourced investment portfolio meetings and prepare reporting materials.
• Monitor and evaluate existing investments and oversee performance reporting.
• Support investment operations and treasury activities; assist in tax related analysis.

Skills

Investment portfolio management

Treasury operations

Financial modeling

Quantitative & qualitative analysis

Communication

Interpersonal skills

Education

Bachelor’s degree in accounting/finance

CPA/CMA/CA (preferred)

Tools

Excel

PowerPoint

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.

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. 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

• 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

• 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