Senior Investments & Treasury Analyst — Hybrid, Bonus Eligible

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

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