Job Description

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 Analystis 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:

As the Senior Investments and Treasury Analyst, you will play a key role in the rapid growth of UL as 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 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 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 and ULSE.org.

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