UL Standards & Engagement · 11 hours ago
Senior Investment & Treasury Analyst
Evanston, IL
Full-time
Hybrid
Mid, Senior Level
$81K/yr - $112K/yr
5+ years expUL Research Institutes and UL Standards & Engagement is a nonprofit organization dedicated to advancing safety science research. The Senior Investment & Treasury Analyst is responsible for monitoring and evaluating investments, overseeing the investment portfolio, and supporting treasury operations, including financial modeling and tax-related analysis.
CommunitiesInformation ServicesPublic Safety
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
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
Qualification
Required
Bachelor's degree in accounting, finance, or equivalent
Minimum five years direct work experience in various treasury functions
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
Preferred
Professional qualification such as CPA, CMA or CA, preferred
Benefits
Comprehensive medical, dental, vision, and life insurance plans
Generous 401k matching structure of up to 5% of eligible pay
Invest an additional 4% into your retirement saving fund after your first year of continuous employment
Paid time off, including vacation, holiday, sick, and volunteer days
Company
UL Standards & Engagement
UL Standards & Engagement translates scientific discoveries into standards and policies for public safety.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ron Blaustein
Senior Vice President and Chief Financial Officer
David W. McKnight
Head of Partnerships
Recent News
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