Green Card Investment Analyst Jobs
Investment Analyst roles qualify for EB-2 and EB-3 green card sponsorship when the position requires a bachelor's degree or higher in finance, economics, or a related field. Employers file a PERM labor certification with DOL before sponsoring you for permanent residency, a process distinct from H-1B visa and not subject to an annual lottery.
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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 Analyst Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship as an Investment Analyst
Translate your credentials for PERM requirements
Your foreign degree must map directly to the Investment Analyst role description your employer submits in PERM. A three-year bachelor's in finance from outside the U.S. may need a credential evaluation to confirm equivalency before DOL accepts it.
Target employers with PERM filing history
Investment Analyst sponsorship is common at asset managers, bulge-bracket banks, and corporate treasury teams. Search DOL's OFLC disclosure data to confirm whether a prospective employer has filed PERM certifications for this specific job title before applying.
Find sponsoring Investment Analyst roles on Migrate Mate
Filter by employers with active green card sponsorship history for finance roles. Migrate Mate surfaces Investment Analyst listings from employers who have filed PERM or I-140 petitions, so you're not guessing which companies will sponsor.
Verify the prevailing wage tier before negotiating
PERM requires your employer to pay the DOL prevailing wage for your location and experience level. Use the OFLC Wage Search to look up the Level I through Level IV wage range for Investment Analyst roles in your target market before salary conversations begin.
Clarify EB-2 versus EB-3 with your sponsoring employer
If the role requires only a bachelor's degree, expect EB-3 sponsorship. If your employer structures the position to require an advanced degree or if you hold an MBA, the EB-2 category may be available, which can affect your priority date and wait time.
Understand the PERM recruitment window before you resign
DOL requires your employer to complete a mandatory recruitment period before filing PERM. That process typically takes four to six months before USCIS even receives the I-140. Factor this into your timeline if you're transitioning from OPT or an expiring H-1B.
Green Card Investment Analyst: Frequently Asked Questions
Does an Investment Analyst role qualify for EB-2 or EB-3 green card sponsorship?
Most Investment Analyst positions qualify for EB-3 sponsorship when the employer requires a bachelor's degree in finance, economics, or accounting. EB-2 sponsorship applies if the role genuinely requires an advanced degree or if you hold an MBA and your employer structures the position accordingly. The job duties and the employer's stated minimum requirements, not your personal credentials alone, determine the category.
How does green card sponsorship differ from H-1B for Investment Analyst jobs?
H-1B is a temporary work visa subject to an annual lottery with no guarantee of selection. EB-2 and EB-3 green card sponsorship leads to permanent residency and has no lottery. The tradeoff is time: PERM labor certification adds months to the process, and nationals from India and China face priority date backlogs at the EB-3 level. For most other countries, EB-3 Investment Analyst cases move on a current priority date.
What does the PERM labor certification process involve for an Investment Analyst?
Your employer files a PERM application with DOL certifying that no qualified U.S. worker is available for the role. This requires a defined recruitment period including job postings, documentation of applicant rejections, and a prevailing wage determination. DOL reviews the file and, if certified, your employer files the I-140 immigrant petition with USCIS. You cannot self-petition for EB-3 as an Investment Analyst.
How do I find Investment Analyst jobs where the employer will sponsor a green card?
Search for employers who have a documented PERM filing history for finance roles. Migrate Mate lets you filter Investment Analyst listings by employers with active green card sponsorship history, so you can target your applications toward companies that have already demonstrated willingness to sponsor rather than negotiating sponsorship from scratch during the offer stage.
Can my employer sponsor me for a green card if I'm currently on OPT or H-1B?
Yes. Your employer can begin the PERM process while you're on OPT or H-1B, and you can remain in valid status throughout. PERM filing and I-140 approval don't change your current status. Once your priority date becomes current, you file I-485 to adjust status to permanent resident. Starting PERM early matters if you're on OPT with a limited remaining authorization window.