E-3 Visa Portfolio Management Analyst Jobs
Portfolio Management Analyst roles qualify for E-3 visa sponsorship as specialty occupations requiring a finance, economics, or related bachelor's degree. Australian professionals benefit from no lottery and unlimited two-year renewals, making this one of the most straightforward paths to building a long-term investment career in the U.S.
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Get Access To All JobsRole Overview
Fundamental Equity takes an active approach to investing by aiming to identify companies that they believe will create long-term value. The approach is based on understanding and anticipating change through forward-looking, company-specific research. Fundamental Equity is seeking to add a highly motivated professional to its Client Portfolio Management team. Client Portfolio Management (CPM) is responsible for communicating investment philosophy, process, product positioning and current market trends to clients and each of the firm’s key distribution channels globally. The Client Portfolio Manager will work with senior professionals on the Fundamental Equity team and throughout the organization to drive product initiatives, sales, and demand for Fundamental Equity products across Institutional and Retail clients.
Key Responsibilities:
- Serve as a product management generalist across the Fundamental Equity platform
- Development and maintenance of proprietary product profiles, pitch books and other marketing materials focused on Fundamental Equity services, products and portfolio performance
- Learn and communicate the Fundamental Equity Teams’ investment philosophy, process, product positioning and current market trends to internal and external clients
- Formulate and express investment views, field client questions on managers and fund investments, and outline investment thesis and market outlook
- Prepare monthly and quarterly reports for clients and internal reporting across distribution channels
- Coordinate communication and platform wide updates with internal sales and distribution channels (Private Wealth Management, Third Party Distribution, Institutional Sales) regarding managers and Funds
- Develop knowledge of industry trends, competitive landscape, and investment teams capabilities to facilitate improved client experience
- Assist with the completion of Requests for Proposals and other ad hoc projects for senior leadership
Qualifications
- 1+ years of experience in Equity Research, Investment Management, Product Management, Client Portfolio Management or Sales/Marketing with a focus on Equities, or any Equity related background
- Strong analytical and interpersonal skills
- Excellent communication skills, both written and verbal
- Must be detail oriented, motivated, and hard working
- Knowledge and understanding of Microsoft Office tools (Word, Excel, Power Point) is highly preferred
- FactSet and/or Bloomberg experience is a plus
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
Salt Lake City
JOB FUNCTION
Internal Product Specialists
DIVISION
Asset & Wealth Management
Role Overview
Fundamental Equity takes an active approach to investing by aiming to identify companies that they believe will create long-term value. The approach is based on understanding and anticipating change through forward-looking, company-specific research. Fundamental Equity is seeking to add a highly motivated professional to its Client Portfolio Management team. Client Portfolio Management (CPM) is responsible for communicating investment philosophy, process, product positioning and current market trends to clients and each of the firm’s key distribution channels globally. The Client Portfolio Manager will work with senior professionals on the Fundamental Equity team and throughout the organization to drive product initiatives, sales, and demand for Fundamental Equity products across Institutional and Retail clients.
Key Responsibilities:
- Serve as a product management generalist across the Fundamental Equity platform
- Development and maintenance of proprietary product profiles, pitch books and other marketing materials focused on Fundamental Equity services, products and portfolio performance
- Learn and communicate the Fundamental Equity Teams’ investment philosophy, process, product positioning and current market trends to internal and external clients
- Formulate and express investment views, field client questions on managers and fund investments, and outline investment thesis and market outlook
- Prepare monthly and quarterly reports for clients and internal reporting across distribution channels
- Coordinate communication and platform wide updates with internal sales and distribution channels (Private Wealth Management, Third Party Distribution, Institutional Sales) regarding managers and Funds
- Develop knowledge of industry trends, competitive landscape, and investment teams capabilities to facilitate improved client experience
- Assist with the completion of Requests for Proposals and other ad hoc projects for senior leadership
Qualifications
- 1+ years of experience in Equity Research, Investment Management, Product Management, Client Portfolio Management or Sales/Marketing with a focus on Equities, or any Equity related background
- Strong analytical and interpersonal skills
- Excellent communication skills, both written and verbal
- Must be detail oriented, motivated, and hard working
- Knowledge and understanding of Microsoft Office tools (Word, Excel, Power Point) is highly preferred
- FactSet and/or Bloomberg experience is a plus
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
Salt Lake City
JOB FUNCTION
Internal Product Specialists
DIVISION
Asset & Wealth Management
See all 37+ Portfolio Management Analyst jobs
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Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Portfolio Management Analyst
Translate your Australian credentials for U.S. employers
Your Australian three-year finance or economics degree satisfies the E-3 specialty occupation requirement. Bring a credential evaluation letter from a NACES-approved evaluator confirming U.S. equivalency, some hiring managers flag three-year degrees without one.
Search for firms with active LCA filing history
Target asset managers, investment banks, and insurance firms that have previously filed Labor Condition Applications for analyst roles. DOL's OFLC disclosure data shows which employers have sponsored portfolio or investment analyst positions in recent years.
Use Migrate Mate's E-3 filing service to simplify the process
Once you have an offer, the LCA filing and DS-160 preparation can stall deals with unfamiliar sponsors. Migrate Mate's E-3 filing service manages the entire process from offer to consulate appointment, reducing friction for both you and your new employer.
Clarify the specialty occupation standard before interviews
Portfolio Management Analyst roles qualify under the E-3 specialty occupation definition when they require a degree in a specific field like finance or economics. If a job description says 'bachelor's preferred,' push for 'required' language before the employer files the LCA with DOL.
Time your application around consulate appointment availability
Sydney, Melbourne, and Perth consulates vary in appointment wait times throughout the year. Build at least four to six weeks of buffer between your offer acceptance and your target start date to account for scheduling and processing.
Portfolio Management Analyst jobs are hiring across the US. Find yours.
Find Portfolio Management Analyst JobsPortfolio Management Analyst E-3 Visa: Frequently Asked Questions
How do I find Portfolio Management Analyst jobs with E-3 visa sponsorship?
Migrate Mate is built specifically for Australian professionals searching for roles with E-3 sponsorship. Filter by job title and visa type to surface employers who have sponsored analysts before. Reaching out to firms with LCA filing history for similar roles significantly increases your chances of a productive conversation about sponsorship.
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 Management Analyst role qualify as an E-3 specialty occupation?
Yes, provided the position requires at least a bachelor's degree in a specific field such as finance, economics, or accounting. Roles requiring a generic business degree may face more scrutiny during the LCA review. If the job description is vague about degree requirements, ask the employer to confirm the specific field before filing with DOL.
How does the E-3 visa compare to the H-1B for Portfolio Management Analyst roles?
The E-3 has no annual cap and no lottery, so you can start any time of year without waiting for an April selection round. H-1B petitions are capped at 85,000 per fiscal year and require lottery selection, which can delay or eliminate your start date entirely. For Australian analysts, the E-3 is a far more predictable path to U.S. employment.
Can I switch employers after starting work on an E-3 visa?
Yes, but your E-3 is employer-specific. Your new employer must file a fresh LCA with DOL and you'll need a new E-3 visa stamp or a change of status, depending on your situation. There is no formal portability provision under E-3 the way AC21 works for H-1B holders, so plan accordingly between roles.
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