Senior Investment & Treasury Analyst

Job Description at UL Research Institutes and UL Standards & Engagement. We have an exciting opportunity for a Senior Investment & Treasury Analyst based in Evanston, Illinois. 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 investment operations, including annual audit work for investment and treasury matters. Develop advanced financial models, including rates of return, scenario analysis, projections, and sensitivity analyses. Support banking operations: account administration, wire transfer payments, and credit card program administration. Assist in developing cash flow forecasts and in supporting day‑to‑day cash management activities. Prepare federal, state, and local tax filings, including Forms990, 990‑T, and 4720. Support ongoing tax compliance initiatives. Coordinate across Finance, Accounting, and Legal to meet shared goals and objectives. Contribute to treasury‑department‑specific and cross‑functional initiatives. Qualifications Bachelor’s degree in accounting, finance, or equivalent. Professional qualification such as CPA, CMA, or CA preferred. Minimum five years of direct work experience in various treasury functions. Knowledge of investment portfolio management and treasury operations. 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 and experience with financial systems. Benefits Eligibility for bonus compensation. Comprehensive medical, dental, vision, and life insurance plans. Generous 401(k) matching up to 5% of eligible pay, with an additional 4% invested into your retirement savings after the first year. Flexible working arrangements may be discussed with your manager. Paid time off, including vacation, holiday, sick, and volunteer days. Salary range: $81,456.37–$112,002.51. #J-18808-Ljbffr ULSE Inc.