Job Description

We have an exciting opportunity for a Senior Investment & Treasury Analyst at UL Research Institutes and UL Standards & Engagement, based in our Evanston, Illinois, office. The Senior Investment & 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 Investment & 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.

What you’ll learn and achieve:

As the Senior Investment & Treasury Analyst you will play a key role in the rapid growth of ULas you:

• 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, wire transfer payments, and credit card program administration

• Assist in developing cash flow forecasts and supporting day-to-day cash management activities

• Assist in preparing federal, state, and local tax filings, including Forms 990, 990-T, and 4720.

• Support tax function on-going compliance initiatives

• Coordinate across Finance, accounting, and legal to meet shared goals and objectives.

• Contribute to other treasury department specific and cross-functional initiatives.

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.

Salary Range:

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