Green Card Investment Jobs
Investment roles in asset management, private equity, and financial analysis regularly qualify for EB-2 and EB-3 green card sponsorship through PERM labor certification. Employers document that no qualified U.S. worker is available before filing an I-140 petition, putting you on a path to permanent residency rather than a renewable temporary status.
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Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description
We are growing! We are seeking a detail-oriented Investment Fund Accountant to join our Capital Formation team. This role will support the administration and operations of investment funds, with responsibilities spanning fund accounting support, investor servicing, compliance and performance tracking, reporting, and client relationship management.
The ideal candidate will have 1–2 years of professional experience, strong organizational and communication skills, and a working knowledge of accounting and financial statements.
Key Responsibilities
- Support day-to-day administration and operations of investment funds.
- Track and monitor investor capital contributions, fund disbursements, distributions, and cash activity.
- Maintain accurate investor, fund, and transaction records and supporting documentation.
- Assist with fund accounting activities, including account reconciliations, expense tracking, general ledger review, and preparation of periodic reporting.
- Support quarterly and annual investor and fund reporting.
- May assist with annual audits and coordinate documentation with auditors, tax accountants, and other third parties.
- Work closely with finance, accounting, legal, and compliance teams to support fund operations and applicable regulatory requirements.
- Serve as a point of contact for fund managers and investors, responding to inquiries and providing timely updates regarding investments, fund activity, reporting, and documentation.
- Build and maintain strong client and investor relationships through professional, responsive service and ongoing communication.
- Coordinate investor onboarding, subscription documentation, capital activity, and other investor servicing requirements.
- Maintain organized fund and investor records and assist with ad hoc fund administration and Capital Formation initiatives.
- Review and process wire payments and transfers.
- Complete Anti-Money Laundering (AML) and Know Your Client (KYC) procedures.
Minimum Qualifications
- 4-year degree
- 1 year professional experience
Preferred Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- 1–2 years of professional experience in fund administration, fund accounting, financial services, investor relations, banking, accounting, or a related field.
- Working knowledge of accounting principles and financial statements.
- Strong Microsoft Excel and general technology skills.
- Excellent written and verbal communication skills with a strong client-service orientation.
- Strong attention to detail, organizational skills, and ability to manage multiple priorities.
- Ability to work effectively with investors, internal teams, and external service providers.
- Experience with investment funds, private equity, real estate, alternative investments, or fund administration.
- Experience with investor servicing, investor relations, asset management, or client relationship management.
- Familiarity with fund accounting and GAAP principles.
- Familiarity with EB-5 investments, USCIS requirements, and/or SEC investment fund regulations.
- Experience with Investran or similar fund administration, CRM, or investor reporting platforms.
The below pay range(s) represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.
In Madison and Milwaukee Wisconsin: pay rate range for this role is $57,800 - $95,600.
In Tampa and Orlando Florida: pay rate range for this role is $54,900 - $90,800.
LI-JM3
LI-hybrid
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description
We are growing! We are seeking a detail-oriented Investment Fund Accountant to join our Capital Formation team. This role will support the administration and operations of investment funds, with responsibilities spanning fund accounting support, investor servicing, compliance and performance tracking, reporting, and client relationship management.
The ideal candidate will have 1–2 years of professional experience, strong organizational and communication skills, and a working knowledge of accounting and financial statements.
Key Responsibilities
- Support day-to-day administration and operations of investment funds.
- Track and monitor investor capital contributions, fund disbursements, distributions, and cash activity.
- Maintain accurate investor, fund, and transaction records and supporting documentation.
- Assist with fund accounting activities, including account reconciliations, expense tracking, general ledger review, and preparation of periodic reporting.
- Support quarterly and annual investor and fund reporting.
- May assist with annual audits and coordinate documentation with auditors, tax accountants, and other third parties.
- Work closely with finance, accounting, legal, and compliance teams to support fund operations and applicable regulatory requirements.
- Serve as a point of contact for fund managers and investors, responding to inquiries and providing timely updates regarding investments, fund activity, reporting, and documentation.
- Build and maintain strong client and investor relationships through professional, responsive service and ongoing communication.
- Coordinate investor onboarding, subscription documentation, capital activity, and other investor servicing requirements.
- Maintain organized fund and investor records and assist with ad hoc fund administration and Capital Formation initiatives.
- Review and process wire payments and transfers.
- Complete Anti-Money Laundering (AML) and Know Your Client (KYC) procedures.
Minimum Qualifications
- 4-year degree
- 1 year professional experience
Preferred Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- 1–2 years of professional experience in fund administration, fund accounting, financial services, investor relations, banking, accounting, or a related field.
- Working knowledge of accounting principles and financial statements.
- Strong Microsoft Excel and general technology skills.
- Excellent written and verbal communication skills with a strong client-service orientation.
- Strong attention to detail, organizational skills, and ability to manage multiple priorities.
- Ability to work effectively with investors, internal teams, and external service providers.
- Experience with investment funds, private equity, real estate, alternative investments, or fund administration.
- Experience with investor servicing, investor relations, asset management, or client relationship management.
- Familiarity with fund accounting and GAAP principles.
- Familiarity with EB-5 investments, USCIS requirements, and/or SEC investment fund regulations.
- Experience with Investran or similar fund administration, CRM, or investor reporting platforms.
The below pay range(s) represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.
In Madison and Milwaukee Wisconsin: pay rate range for this role is $57,800 - $95,600.
In Tampa and Orlando Florida: pay rate range for this role is $54,900 - $90,800.
LI-JM3
LI-hybrid
See all 2,685+ Green Card Investment Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship in Investment
Align your credentials with EB-2 requirements
Investment roles requiring an advanced degree in finance, economics, or a quantitative field often qualify for EB-2. Gather your transcripts, professional certifications like CFA or CAIA, and any publications to document the credential level PERM requires.
Target asset managers with established PERM pipelines
Firms that sponsor green cards for investment analysts and portfolio managers repeatedly file PERM applications through the DOL. Prioritize employers whose job postings explicitly mention permanent sponsorship, not just H-1B visa eligibility, to avoid wasting time on roles that dead-end at temporary status.
Verify your offered salary meets prevailing wage
PERM requires your employer to pay at least the DOL prevailing wage for your specific investment role and location. Run your job title and metro area through the OFLC Wage Search before your offer letter is finalized, so you can flag any shortfall before the PERM filing begins.
Search for green card sponsors using Migrate Mate
Use Migrate Mate to filter investment job listings by employers with active EB-2 and EB-3 sponsorship history. This surfaces firms already running PERM-based pipelines for finance and investment roles, narrowing your search to realistic sponsorship candidates rather than guessing from public job boards.
Prepare for the PERM recruitment documentation stage
Your employer must advertise your position, document that no qualified U.S. applicant was available, and retain those records. Understand this recruitment window happens before your I-140 is filed, so avoid pushing for a rushed start date that could compress the DOL's mandatory advertising period.
Clarify whether your role supports concurrent filing
If your priority date is current and your employer is willing, USCIS allows concurrent filing of the I-140 and I-485 adjustment of status. For investment professionals from high-backlog countries, this can reduce total wait time significantly by locking in your priority date while the I-140 is pending.
Green Card Investment: Frequently Asked Questions
Do investment analyst roles qualify for EB-2 or EB-3 green card sponsorship?
Most investment analyst and portfolio management roles qualify for EB-2 if they require a master's degree or its equivalent in finance, economics, or a related quantitative field. Roles requiring only a bachelor's degree typically fall under EB-3 skilled worker. Your employer's PERM application defines the minimum requirements, so the degree level specified in your job description determines which category applies.
How is PERM green card sponsorship different from H-1B sponsorship for investment roles?
PERM leads to permanent residency rather than temporary status, and there's no annual lottery. The DOL must certify that no qualified U.S. worker was available for the specific investment role before the I-140 petition is filed with USCIS. The process takes longer than H-1B, often 18 to 36 months from PERM filing to green card approval, but the outcome is a permanent path rather than a renewable cap-subject visa.
How do I find investment employers that actively sponsor green cards?
Use Migrate Mate to search investment job listings filtered by employers with documented EB-2 and EB-3 sponsorship history. Many asset managers and financial firms sponsor green cards but don't advertise it prominently in job postings. Searching by sponsorship type rather than job title alone gives you a more accurate picture of which employers are running active PERM pipelines.
Does country of birth affect how long my EB-2 or EB-3 green card takes for an investment role?
Yes. Investment professionals born in India or China face significantly longer waits due to per-country EB-2 and EB-3 backlogs that can stretch years beyond the standard timeline. Nationals from most other countries face much shorter waits. Your priority date, which is set when your employer files the PERM application, determines your place in the queue, not when your I-140 is approved.
Can I change investment jobs while my green card application is pending?
Once your I-485 adjustment of status application has been pending for 180 days and your I-140 is approved, portability rules under AC21 allow you to change to a same or similar investment role without restarting the process. The new role must be in the same occupational classification as the one listed on your original PERM application, which for investment professionals typically means staying within financial analysis or portfolio management.