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.
Find Green Card Investment JobsOverview
Showing 5 of 3,213+ Investment jobs
See all 3,213+ Investment Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment roles.
Get Access To All JobsABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.
POSITION:
Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Associate to join the Investment Banking team, where the Associate will have the opportunity to work on a variety of assignments, including: sell-side and buy-side M&A transactions; direct investments and co-investments; capital-raising (debt and equity); special committee engagements; divestitures and spin-off engagements; and, more broadly, evaluation of strategic alternatives.
Responsibilities:
The Associate will be an ambitious self-starter with a proven record of creative and resourceful problem solving. The candidate will be interested in continuing a career in investment banking and eager to learn. We are seeking an academically and professionally accomplished Associate with the ability to multitask. This position comes with challenging work and a demanding environment in a rapidly growing firm.
This role offers high-impact work across the full deal lifecycle in a fast-growing platform with significant client exposure and direct senior-team interaction.
Associate work will include:
- Performing financial analysis and financial modeling, utilizing various valuation techniques
- Drafting of materials for client meetings
- Preparation of memoranda for internal and external use
- Conducting financial and other business-related research
- Coordinating complex and often time-sensitive processes
- Active involvement in client-facing situations
- Deal execution logistics
- Participation in talent development efforts, including recruiting and training
QUALIFICATIONS
- 3+ years of experience as an investment banking Analyst or Associate
- Bachelor’s degree in finance, accounting, or related field
- Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases (FactSet, PitchBook, Refinitiv)
SKILLS:
- Excellent verbal and written communication skills
- Strong grasp of corporate finance and financial accounting
- High attention to detail and commitment to deliver high quality work product consistently
- Strong analytical and quantitative skills
- Able to work accurately under stress and pressure to meet competing deadlines
- Excellent time-management skills
- Ability to work well independently and as part of a team
- Assertiveness, initiative, strong work ethic, team focus
- Demonstrated and proven results
- Experience with valuation, modeling and forecasting
- Creative problem solver who thrives when presented with a challenge
- Persuasive and goal-oriented
- Possesses a professional and friendly demeanor
- Extremely reliable character with a demonstrated ability to handle sensitive information with discretion
COMPENSATION RANGE:
The anticipated base salary range for this role is $175,000 to $200,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.
POSITION:
Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Associate to join the Investment Banking team, where the Associate will have the opportunity to work on a variety of assignments, including: sell-side and buy-side M&A transactions; direct investments and co-investments; capital-raising (debt and equity); special committee engagements; divestitures and spin-off engagements; and, more broadly, evaluation of strategic alternatives.
Responsibilities:
The Associate will be an ambitious self-starter with a proven record of creative and resourceful problem solving. The candidate will be interested in continuing a career in investment banking and eager to learn. We are seeking an academically and professionally accomplished Associate with the ability to multitask. This position comes with challenging work and a demanding environment in a rapidly growing firm.
This role offers high-impact work across the full deal lifecycle in a fast-growing platform with significant client exposure and direct senior-team interaction.
Associate work will include:
- Performing financial analysis and financial modeling, utilizing various valuation techniques
- Drafting of materials for client meetings
- Preparation of memoranda for internal and external use
- Conducting financial and other business-related research
- Coordinating complex and often time-sensitive processes
- Active involvement in client-facing situations
- Deal execution logistics
- Participation in talent development efforts, including recruiting and training
QUALIFICATIONS
- 3+ years of experience as an investment banking Analyst or Associate
- Bachelor’s degree in finance, accounting, or related field
- Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases (FactSet, PitchBook, Refinitiv)
SKILLS:
- Excellent verbal and written communication skills
- Strong grasp of corporate finance and financial accounting
- High attention to detail and commitment to deliver high quality work product consistently
- Strong analytical and quantitative skills
- Able to work accurately under stress and pressure to meet competing deadlines
- Excellent time-management skills
- Ability to work well independently and as part of a team
- Assertiveness, initiative, strong work ethic, team focus
- Demonstrated and proven results
- Experience with valuation, modeling and forecasting
- Creative problem solver who thrives when presented with a challenge
- Persuasive and goal-oriented
- Possesses a professional and friendly demeanor
- Extremely reliable character with a demonstrated ability to handle sensitive information with discretion
COMPENSATION RANGE:
The anticipated base salary range for this role is $175,000 to $200,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
See all 3,213+ Green Card Investment Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Investment Jobs.
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.