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.

• 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 Forms
  990, 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.

• 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.

• 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: $81,456.37–$.