E-3 Visa Portfolio Analyst Jobs
Portfolio Analyst roles in asset management, wealth management, and investment research qualify as E-3 visa specialty occupations, making them strong candidates for visa sponsorship. The E-3 has no lottery and no annual cap, so Australian professionals can apply as soon as they have a job offer and a certified Labor Condition Application from their employer.
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Get Access To All JobsINTRODUCTION
American Express Ventures (“Amex Ventures”) is the corporate venture capital arm of American Express focused on early-stage (primarily Seed – Series B) investments across fintech, commerce, consumer services and enterprise software. With a global mandate, Amex Ventures invests in game-changing startups with strategic relevance to American Express. The team also works with portfolio companies and startups to commercialize partnerships with American Express business units.
Amex Ventures has backed more than 100 category-defining founders in its 10+ year history. Notable investments include Biocatch, Blackbird Labs, Doppel, Galileo, Melio, Moderne, Nekuda, Plaid, Replit, Stripe, Toast and Wonder among others.
Amex Ventures is seeking a highly motivated individual to be an integral part of the Ventures Portfolio Management group by supporting the team’s operations, including portfolio reporting, managing transaction related processes and deriving insights from our investment activity.
The role is based in New York, NY.
ROLE AND RESPONSIBILITIES
* The role is a multi-faceted one and requires both analytical and interpersonal skill sets
BASIC QUALIFICATIONS
* 3-4 years previous experience must include financial or operational background (familiarity with financial statements)
* Comfortable working with large data sets & synthesizing insights
* Strong written and verbal communication skills
* Financial, analytical and valuation skills
* Strong knowledge of Microsoft Office
* Demonstrated ability to work effectively with internal and external stakeholders and to collaborate with others to drive results
* Interest in the startup ecosystem
* Knowledge of Cobalt PM Software a plus
* Bachelor’s degree required
BENEFITS
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. From delivering differentiated products to providing world-class customer service, we operate with a strong risk mindset, ensuring we continue to uphold our brand promise of trust, security, and service.
As part of Team Amex, you’ll experience our powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
- Competitive base salaries
- Bonus incentives
- 6% Company Match on retirement savings plan
- Free financial coaching and financial well-being support
- Comprehensive medical, dental, vision, life insurance, and disability benefits
- Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
- 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
- Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
- Free and confidential counseling support through our Healthy Minds program
- Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
EEO STATEMENT
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https://www.eeoc.gov/poster.
INTRODUCTION
American Express Ventures (“Amex Ventures”) is the corporate venture capital arm of American Express focused on early-stage (primarily Seed – Series B) investments across fintech, commerce, consumer services and enterprise software. With a global mandate, Amex Ventures invests in game-changing startups with strategic relevance to American Express. The team also works with portfolio companies and startups to commercialize partnerships with American Express business units.
Amex Ventures has backed more than 100 category-defining founders in its 10+ year history. Notable investments include Biocatch, Blackbird Labs, Doppel, Galileo, Melio, Moderne, Nekuda, Plaid, Replit, Stripe, Toast and Wonder among others.
Amex Ventures is seeking a highly motivated individual to be an integral part of the Ventures Portfolio Management group by supporting the team’s operations, including portfolio reporting, managing transaction related processes and deriving insights from our investment activity.
The role is based in New York, NY.
ROLE AND RESPONSIBILITIES
* The role is a multi-faceted one and requires both analytical and interpersonal skill sets
BASIC QUALIFICATIONS
* 3-4 years previous experience must include financial or operational background (familiarity with financial statements)
* Comfortable working with large data sets & synthesizing insights
* Strong written and verbal communication skills
* Financial, analytical and valuation skills
* Strong knowledge of Microsoft Office
* Demonstrated ability to work effectively with internal and external stakeholders and to collaborate with others to drive results
* Interest in the startup ecosystem
* Knowledge of Cobalt PM Software a plus
* Bachelor’s degree required
BENEFITS
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. From delivering differentiated products to providing world-class customer service, we operate with a strong risk mindset, ensuring we continue to uphold our brand promise of trust, security, and service.
As part of Team Amex, you’ll experience our powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
- Competitive base salaries
- Bonus incentives
- 6% Company Match on retirement savings plan
- Free financial coaching and financial well-being support
- Comprehensive medical, dental, vision, life insurance, and disability benefits
- Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
- 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
- Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
- Free and confidential counseling support through our Healthy Minds program
- Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
EEO STATEMENT
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https://www.eeoc.gov/poster.
See all 127+ E-3 Visa Portfolio Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new E-3 Visa Portfolio Analyst Jobs.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Portfolio Analyst
Frame your CFA progress for U.S. employers
U.S. portfolio teams treat CFA candidacy as a credential signal. If you're between levels, note your progress explicitly on your resume and in cover letters, it directly addresses the specialty occupation requirement DOL reviews on your LCA.
Target firms with existing LCA filing history
Search the DOL's Foreign Labor Application Gateway (FLAG) disclosure data to identify asset managers and investment firms that have filed LCAs before. Prior filings mean the employer already understands the E-3 process and has internal HR or legal support for it.
Clarify the E-3 timeline in offer negotiations
The LCA certification from DOL typically takes seven business days, followed by a consulate appointment. Raise this with your hiring manager before your offer letter is drafted so your start date reflects the actual processing window, not a generic two-week assumption.
Align your degree field to the posted role requirements
Portfolio Analyst roles require a directly related bachelor's degree, finance, economics, mathematics, or a quantitative field. If your Australian degree title differs from U.S. equivalents, prepare a credential evaluation that maps your qualification to the specialty occupation standard USCIS applies.
Use Migrate Mate's E-3 filing service for the LCA and consulate prep
Once you have an offer, Migrate Mate's E-3 filing service handles the LCA submission to DOL, prepares your DS-160 and visa application documents, and walks you through your consulate appointment, reducing back-and-forth with your employer's HR team.
Confirm your employer's E-Verify enrollment before accepting
If your role involves a third-party client site or your employer is a staffing firm placing you at a fund, E-Verify enrollment questions can complicate the LCA. Confirm the employing entity's E-Verify status with HR before your offer is finalized to avoid delays post-acceptance.
E-3 Visa Portfolio Analyst: Frequently Asked Questions
Where can I find Portfolio Analyst jobs with E-3 visa sponsorship?
Migrate Mate is built specifically for Australian professionals searching for U.S. roles that support E-3 sponsorship. Unlike general job boards, it filters for employers who have filed Labor Condition Applications and are familiar with the E-3 process, so you're not spending time approaching firms that have never sponsored an Australian hire.
How much does it cost to get an E-3 visa?
Migrate Mate's E-3 filing service covers the entire process for $499, including the Labor Condition Application, visa document preparation, and consulate appointment guidance. Traditional immigration lawyers charge $2,000–$5,000+ for the same work. The E-3 has less paperwork than most work visas, so paying thousands for legal help is usually unnecessary.
Does a Portfolio Analyst role qualify as an E-3 specialty occupation?
Yes, provided the position requires at least a bachelor's degree in a directly related field such as finance, economics, mathematics, or a quantitative discipline. The role must require that specific degree, not merely prefer it. Generic analyst titles that accept any bachelor's degree regardless of field can fail the specialty occupation test, so the job description wording matters significantly at the LCA stage.
How does the E-3 compare to the H-1B for Portfolio Analyst roles?
The E-3 is available year-round with no lottery and no annual cap, whereas H-1B visa registrations are limited to 85,000 slots per fiscal year and selected by random lottery. For Australian Portfolio Analysts, this means you can apply as soon as you have a certified LCA and a job offer, rather than waiting for an April lottery result and an October start date. The E-3 also allows unlimited two-year renewals.
Can I switch Portfolio Analyst employers while on an E-3 visa?
Yes, but the new employer must file a fresh LCA and you'll typically need a new visa stamp before starting work for them, the E-3 is employer-specific. If you're already inside the U.S., you can sometimes change status without leaving, but most practitioners recommend obtaining a new E-3 stamp at a consulate to avoid status complications with the new role.