Green Card Finance Associate Jobs
Finance Associate roles at U.S. banks, asset managers, and corporate treasury teams qualify for EB-2 and EB-3 green card sponsorship through PERM labor certification. Your employer documents the role's requirements, files for DOL certification, then petitions USCIS via I-140, putting you on a path to permanent residency rather than repeated visa renewals.
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Get Access To All JobsINTRODUCTION
Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with \~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With a leading market share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.
ABOUT THE JOB
Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and execute strategic transactions effectively. Our approach is simple – help clients we know connect and tell their story to investors we know well.
Zions Capital Markets brings “bulge bracket” solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County.
We are currently seeking an Associate within the Syndicated and Leveraged Finance Group to join our team in Los Angeles (El Segundo), California.
ESSENTIAL FUNCTIONS
- Assist senior members of the Syndicated and Leveraged Finance Group with all aspects of originating and executing debt capital raising transactions for syndicated financings.
- Draft pitch books for prospective and existing bank clients, outlining Zions Capital Markets’ capabilities and proposing tailored debt solutions.
- Prepare confidential information memoranda and lender presentations, including detailed analysis of the client’s business, industry, and financial outlook.
- Build and maintain financial models related to transaction execution, including cash flow forecasting and covenant modeling/testing based on client and bank assumptions.
- Support the preparation and negotiation of legal documentation, including fee letters, non-disclosure agreements, term sheets, mandate letters, commitment letters, and credit agreements.
- Review recent transactions and assist in developing market comparables; support senior team members in identifying potential investors.
- Prepare and review internal memoranda required to support syndicated transactions (e.g., syndication opinions, fee accounting, and credit presentations).
- Maintain relationships with investors and manage an internal database of participating financial institutions.
- Attend off-site meetings with borrowers and third-party lenders, and coordinate follow-up activities (e.g., documenting lender feedback and tracking market data).
- Support the development, oversight, and training of junior staff.
- Travel may be required.
- Perform other duties as assigned.
QUALIFICATIONS
- Bachelor’s degree in finance, business, accounting, or a related field, plus 4+ years of relevant experience (a combination of education and experience may be considered).
- Prior experience in Investment Banking, Private Credit, or Commercial Banking is required.
- Demonstrated track record of strong academic achievement; MBA, CFA, and/or formal credit training is a plus.
- Must obtain required FINRA licenses (Series 79 [or grandfathered Series 7] and Series 63), if not currently active, within 90 days of employment.
COMPENSATION
This position is eligible for a base salary ranging from $117,000 to $150,000 annually, depending on job-related factors such as experience and qualifications.
In addition to base salary, this role is eligible for a discretionary annual bonus based on individual, team, and overall bank performance. Final compensation will vary based on factors including experience, expertise, and location.
BENEFITS
- Medical, Dental and Vision Insurance – START DAY ONE!
- Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits, including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
INTRODUCTION
Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with \~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With a leading market share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.
ABOUT THE JOB
Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and execute strategic transactions effectively. Our approach is simple – help clients we know connect and tell their story to investors we know well.
Zions Capital Markets brings “bulge bracket” solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County.
We are currently seeking an Associate within the Syndicated and Leveraged Finance Group to join our team in Los Angeles (El Segundo), California.
ESSENTIAL FUNCTIONS
- Assist senior members of the Syndicated and Leveraged Finance Group with all aspects of originating and executing debt capital raising transactions for syndicated financings.
- Draft pitch books for prospective and existing bank clients, outlining Zions Capital Markets’ capabilities and proposing tailored debt solutions.
- Prepare confidential information memoranda and lender presentations, including detailed analysis of the client’s business, industry, and financial outlook.
- Build and maintain financial models related to transaction execution, including cash flow forecasting and covenant modeling/testing based on client and bank assumptions.
- Support the preparation and negotiation of legal documentation, including fee letters, non-disclosure agreements, term sheets, mandate letters, commitment letters, and credit agreements.
- Review recent transactions and assist in developing market comparables; support senior team members in identifying potential investors.
- Prepare and review internal memoranda required to support syndicated transactions (e.g., syndication opinions, fee accounting, and credit presentations).
- Maintain relationships with investors and manage an internal database of participating financial institutions.
- Attend off-site meetings with borrowers and third-party lenders, and coordinate follow-up activities (e.g., documenting lender feedback and tracking market data).
- Support the development, oversight, and training of junior staff.
- Travel may be required.
- Perform other duties as assigned.
QUALIFICATIONS
- Bachelor’s degree in finance, business, accounting, or a related field, plus 4+ years of relevant experience (a combination of education and experience may be considered).
- Prior experience in Investment Banking, Private Credit, or Commercial Banking is required.
- Demonstrated track record of strong academic achievement; MBA, CFA, and/or formal credit training is a plus.
- Must obtain required FINRA licenses (Series 79 [or grandfathered Series 7] and Series 63), if not currently active, within 90 days of employment.
COMPENSATION
This position is eligible for a base salary ranging from $117,000 to $150,000 annually, depending on job-related factors such as experience and qualifications.
In addition to base salary, this role is eligible for a discretionary annual bonus based on individual, team, and overall bank performance. Final compensation will vary based on factors including experience, expertise, and location.
BENEFITS
- Medical, Dental and Vision Insurance – START DAY ONE!
- Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits, including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
See all 3,842+ Green Card Finance Associate Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Finance Associate
Align your credentials with PERM requirements early
PERM labor certification ties the job offer to a specific education and experience baseline. Make sure your transcripts, degree evaluations, and employment letters match the job description your employer intends to file, since discrepancies during DOL audits can delay or derail certification.
Target employers with active PERM filing history
Finance Associate sponsorship concentrates in commercial banks, private equity firms, and corporate finance departments of large multinationals. Search OFLC disclosure data to confirm an employer has filed PERM applications for finance roles before you invest time in their interview process.
Search verified green card jobs through Migrate Mate
Use Migrate Mate to filter Finance Associate openings by employers who have documented EB-2 and EB-3 sponsorship activity, so you're applying to roles where the sponsorship infrastructure already exists rather than negotiating it from scratch.
Understand how EB-2 versus EB-3 affects your timeline
If your Finance Associate role requires only a bachelor's degree, expect EB-3 classification. If the position demands a master's or equivalent progressive experience, push for EB-2. For most countries outside India and China, neither category carries a meaningful visa backlog at current priority dates.
Negotiate PERM filing into your offer before signing
Ask your hiring manager or HR contact to confirm green card sponsorship intent in writing before your start date. Once PERM is filed, your priority date is locked, so earlier filing translates directly into an earlier path to permanent residency.
Prepare for the supervised recruitment audit period
PERM requires your employer to conduct supervised DOL recruitment, advertising the Finance Associate role and documenting that no qualified U.S. workers applied. Understand this process takes months and cannot begin until after your offer is accepted, so factor it into your overall green card timeline.
Green Card Finance Associate: Frequently Asked Questions
Does a Finance Associate role qualify for EB-2 or EB-3 green card sponsorship?
Most Finance Associate positions qualify under EB-3, which covers professionals with a bachelor's degree in a relevant field such as finance, accounting, or economics. If your employer structures the role to require a master's degree or the equivalent in specialized experience, EB-2 classification becomes available, which can offer a faster priority date for applicants from most countries.
How does the PERM green card process differ from H-1B sponsorship for Finance Associates?
H-1B visa is a temporary status requiring renewal every three years with no cap-exempt path for most employers. PERM-based green card sponsorship leads to permanent residency with no annual renewal. There is no lottery at the EB-3 level, and for nationals of most countries outside India and China, current priority dates mean the I-140 and adjustment of status process moves on a relatively predictable timeline.
How long does the PERM labor certification process take for a Finance Associate?
DOL analyst review for PERM applications is currently running well over a year for standard processing. Before that, your employer must complete supervised recruitment, which takes several months on its own. Plan for a total PERM-to-green-card timeline of two to four years from the start of recruitment, depending on DOL processing times and your priority date at the time of I-140 filing.
Where can I find Finance Associate jobs that include green card sponsorship?
Migrate Mate lets you search Finance Associate openings specifically filtered by employers with documented EB-2 and EB-3 sponsorship history, so you can focus on roles where the employer has already committed to the PERM process rather than asking about sponsorship for the first time during negotiations.
Can my employer use the OFLC Wage Search to determine my prevailing wage for PERM?
Yes. Before filing PERM, your employer submits a prevailing wage determination request to DOL, which uses the OFLC Wage Search database to assign a wage level based on your job duties, location, and the relevant occupational classification. Your actual offered salary must meet or exceed this wage level throughout the PERM and I-140 process, so understanding the OFLC Wage Search output early helps both you and your employer plan the filing accurately.