CPT Investment Jobs
Investment jobs on CPT place you inside asset management, private equity, or corporate finance teams doing work your DSO certifies as integral to your program. Your CPT authorization is employer-specific and tied to your degree plan, so the role's responsibilities must map directly to your field of study.
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BDO is a place for energetic self-starters who think and act like entrepreneurs. The BDO Capital Advisors (BCA) Intern will be responsible for utilizing their educational background and organizational skills to complete a broad range of analytical and operational tasks under the supervision of more experienced BCA professionals to support the firm’s extensive transaction-related services. In this role, the BCA Intern will gain a deeper understanding of the financials and operations of companies across industries. Additionally, the BCA intern will develop an understanding of the M&A deal process, including sellside M&A advisory, buyside engagements and private placements. This BCA internship will enable the candidate to develop the skills and relationships necessary to launch a career in the field of investment banking.
BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sellside advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO’s investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA’s resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm.
The BCA team specializes in providing sellside M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors.
BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe.
Job Duties:
- Constructs financial models focusing on transaction valuation work through comparable company analysis, precedent transaction analysis, discounted cash flow analysis and other industry metrics
- Assists in the development and composition of appropriate written documentation including tailored pitch books, offering memoranda, company marketing collateral, management presentations, valuation reports, and other transaction materials
- Conducts quantitative and qualitative data and industry data analysis
- Contributes to deal sourcing efforts by researching new and prospective clients as well as their respective industries to help compile pitch books and/or internal memos
- Other duties as required
Supervisory Responsibilities:
- N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
- Enrolled in a Bachelor’s or Master’s program, required; focus in Finance or Accounting, preferred
- Completion of junior year of Bachelor’s, preferred
Experience:
- Leadership experience, preferred
Software:
- Proficient in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required
Other Knowledge, Skills & Abilities:
- Strong written and verbal communication skills
- Ability to follow instructions as directed
- Ability to work effectively in a team setting
- Positive attitude and willingness to learn
- Seeks advice of appropriate superiors regarding issues related to compliance
- Understanding of basic accounting and valuation methodologies
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
California Range: $40.00/hr - $45.00/hr
Colorado Range: $34.00/hr - $38.00/hr
Illinois Range: $36.00/hr - $40.00/hr
Maryland Range: $34.00/hr - $38.00/hr
Massachusetts Range: $36.00/hr - $40.00/hr
Minnesota Range: $32.00/hr - $36.00/hr
New Jersey Range: $38.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Virginia Range: $28.00/hr - $32.00/hr
Washington Range: $35.00/hr - $40.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.
Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Job Summary:
BDO is a place for energetic self-starters who think and act like entrepreneurs. The BDO Capital Advisors (BCA) Intern will be responsible for utilizing their educational background and organizational skills to complete a broad range of analytical and operational tasks under the supervision of more experienced BCA professionals to support the firm’s extensive transaction-related services. In this role, the BCA Intern will gain a deeper understanding of the financials and operations of companies across industries. Additionally, the BCA intern will develop an understanding of the M&A deal process, including sellside M&A advisory, buyside engagements and private placements. This BCA internship will enable the candidate to develop the skills and relationships necessary to launch a career in the field of investment banking.
BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sellside advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO’s investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA’s resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm.
The BCA team specializes in providing sellside M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors.
BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe.
Job Duties:
- Constructs financial models focusing on transaction valuation work through comparable company analysis, precedent transaction analysis, discounted cash flow analysis and other industry metrics
- Assists in the development and composition of appropriate written documentation including tailored pitch books, offering memoranda, company marketing collateral, management presentations, valuation reports, and other transaction materials
- Conducts quantitative and qualitative data and industry data analysis
- Contributes to deal sourcing efforts by researching new and prospective clients as well as their respective industries to help compile pitch books and/or internal memos
- Other duties as required
Supervisory Responsibilities:
- N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
- Enrolled in a Bachelor’s or Master’s program, required; focus in Finance or Accounting, preferred
- Completion of junior year of Bachelor’s, preferred
Experience:
- Leadership experience, preferred
Software:
- Proficient in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required
Other Knowledge, Skills & Abilities:
- Strong written and verbal communication skills
- Ability to follow instructions as directed
- Ability to work effectively in a team setting
- Positive attitude and willingness to learn
- Seeks advice of appropriate superiors regarding issues related to compliance
- Understanding of basic accounting and valuation methodologies
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
California Range: $40.00/hr - $45.00/hr
Colorado Range: $34.00/hr - $38.00/hr
Illinois Range: $36.00/hr - $40.00/hr
Maryland Range: $34.00/hr - $38.00/hr
Massachusetts Range: $36.00/hr - $40.00/hr
Minnesota Range: $32.00/hr - $36.00/hr
New Jersey Range: $38.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Virginia Range: $28.00/hr - $32.00/hr
Washington Range: $35.00/hr - $40.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.
Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
See all 172+ CPT Investment Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new CPT Investment Jobs.
Get Access To All JobsInvestment CPT: Frequently Asked Questions
Does an investment internship automatically qualify for CPT authorization?
Not automatically. Your DSO evaluates whether the specific duties in the offer letter align with your degree program. A financial modeling role in a finance or economics program typically qualifies, but a general office or client-service role at an investment firm may not. Bring the job description and a supporting letter from your faculty advisor to your CPT appointment.
Can I do CPT at a hedge fund or private equity firm, not just large banks?
Yes. CPT eligibility depends on the role's alignment with your curriculum, not the employer's size or type. Hedge funds, private equity firms, and boutique investment managers all qualify if the work is an integral part of your academic program. Many smaller firms aren't familiar with CPT, so plan to walk your recruiter through the authorization process before an offer is extended.
How do I find investment employers who have hired CPT students before?
Migrate Mate lets you search investment roles filtered by employers with a history of sponsoring F-1 students. Firms that have gone through CPT or OPT hiring before are faster to complete paperwork and less likely to stall an offer while legal reviews the authorization. Starting your search there saves time compared to cold outreach to firms with no sponsorship track record.
Will doing full-time CPT for a year hurt my OPT eligibility?
Yes. Twelve or more months of full-time CPT disqualifies you from OPT entirely under USCIS rules. Part-time CPT, regardless of total duration, doesn't affect OPT eligibility. If your investment role is a structured year-long program, discuss with your DSO whether part-time authorization is feasible for any portion of the engagement before you accept.
What should I do if my investment employer asks me to start before my updated I-20 is ready?
Don't start. CPT work authorization requires your updated I-20 to be in hand before your first day on the job. Working even one day before the authorization date on your I-20 is a status violation. Ask your employer to push the start date back, and give your DSO the employer's requested start date as early as possible so the I-20 amendment can be processed in time.