Green Card Investment Officer Jobs
Investment Officer jobs with green card sponsorship require employers to complete PERM labor certification with the Department of Labor before filing an I-140 petition with USCIS. EB-2 covers advanced-degree professionals; EB-3 covers candidates with a bachelor's degree or at least two years of relevant experience. Priority-date backlogs vary by country of birth, so starting the sponsorship process early matters.
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Get Access To All JobsJob Description
J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services. The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. JPMorgan Private Bank was recognized in 2015 by Euromoney as the world's best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.
Role Summary
As an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Investments in the CIO Equities team. In this role, you will be part of a group that combines traditional fundamental equity analysis with rigorous quantitative and factor-based approaches to drive investment decisions. You will collaborate closely with fundamental analysts and portfolio managers, monitor the trade process, and contribute quantitative investment and portfolio construction ideas for implementation within discretionary equity and multi-asset client portfolios across global markets.
Responsibilities
- Risk Modeling: Apply risk models (Axioma other risk models) to evaluate portfolio exposures, support risk management, and inform investment decisions across global equity markets.
- Portfolio Construction: Partner with portfolio managers to apply quantitative models and analytics to improve portfolio construction, evaluate risk exposures, and conduct performance attribution for global equity portfolios.
- Quantitative Research: Build and maintain financial models using advanced coding skills (Python, R, or similar), leveraging large and complex datasets to uncover new market insights and trends. Apply AI and machine learning techniques to enhance investment research and portfolio management.
- Collaboration and Communication: Collaborate with fundamental team members to integrate quantitative insights into investment strategies. Clearly and effectively communicate complex quantitative concepts, findings, and actionable insights to portfolio managers and other investment professionals.
- Compliance: Maintain a consistent focus on compliance and risk management.
Required Qualifications, Skills And Capabilities
- 6-10 years' experience working on Long-only Equity Buy-side. In-depth understanding of equity markets, financial theory, and risk models.
- Strong experience applying risk models and in portfolio construction; experience with Axioma or other risk models preferred.
- Advanced programming skills in Python, including experience with data analysis libraries (e.g., Pandas, NumPy) and working with APIs.
- Proficiency in statistical analysis, econometrics, machine learning, and/or AI techniques.
- Bachelor's or Master's degree in a quantitative field (Finance, Mathematics, Engineering, Computer Science, etc.).
- CFA designation or demonstrated progress toward CFA designation.
Key Attributes
- Strong analytical mindset with intellectual curiosity, problem-solving, and critical thinking skills, as well as excellent attention to detail.
- Excellent communication skills (listening, verbal, and written), with the ability to explain quantitative concepts to non-quant colleagues.
- Clear passion for financial markets and investing.
- High-level interpersonal and teamwork skills, and a passion for financial markets and investing.
- Effective multi-tasking and prioritization capabilities.
- Ability to operate productively in a collaborative, fast-paced, team-oriented environment.
Please note the salary range reflected is for VP level. We are open to an Associate or VP.
About us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Job Description
J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services. The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. JPMorgan Private Bank was recognized in 2015 by Euromoney as the world's best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.
Role Summary
As an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Investments in the CIO Equities team. In this role, you will be part of a group that combines traditional fundamental equity analysis with rigorous quantitative and factor-based approaches to drive investment decisions. You will collaborate closely with fundamental analysts and portfolio managers, monitor the trade process, and contribute quantitative investment and portfolio construction ideas for implementation within discretionary equity and multi-asset client portfolios across global markets.
Responsibilities
- Risk Modeling: Apply risk models (Axioma other risk models) to evaluate portfolio exposures, support risk management, and inform investment decisions across global equity markets.
- Portfolio Construction: Partner with portfolio managers to apply quantitative models and analytics to improve portfolio construction, evaluate risk exposures, and conduct performance attribution for global equity portfolios.
- Quantitative Research: Build and maintain financial models using advanced coding skills (Python, R, or similar), leveraging large and complex datasets to uncover new market insights and trends. Apply AI and machine learning techniques to enhance investment research and portfolio management.
- Collaboration and Communication: Collaborate with fundamental team members to integrate quantitative insights into investment strategies. Clearly and effectively communicate complex quantitative concepts, findings, and actionable insights to portfolio managers and other investment professionals.
- Compliance: Maintain a consistent focus on compliance and risk management.
Required Qualifications, Skills And Capabilities
- 6-10 years' experience working on Long-only Equity Buy-side. In-depth understanding of equity markets, financial theory, and risk models.
- Strong experience applying risk models and in portfolio construction; experience with Axioma or other risk models preferred.
- Advanced programming skills in Python, including experience with data analysis libraries (e.g., Pandas, NumPy) and working with APIs.
- Proficiency in statistical analysis, econometrics, machine learning, and/or AI techniques.
- Bachelor's or Master's degree in a quantitative field (Finance, Mathematics, Engineering, Computer Science, etc.).
- CFA designation or demonstrated progress toward CFA designation.
Key Attributes
- Strong analytical mindset with intellectual curiosity, problem-solving, and critical thinking skills, as well as excellent attention to detail.
- Excellent communication skills (listening, verbal, and written), with the ability to explain quantitative concepts to non-quant colleagues.
- Clear passion for financial markets and investing.
- High-level interpersonal and teamwork skills, and a passion for financial markets and investing.
- Effective multi-tasking and prioritization capabilities.
- Ability to operate productively in a collaborative, fast-paced, team-oriented environment.
Please note the salary range reflected is for VP level. We are open to an Associate or VP.
About us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
See all Green Card Investment Officer Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship in Investment Officer
Align your credentials to EB-2 or EB-3
Pull together transcripts, employer letters, and CFA or CAIA certifications before you approach a sponsor. USCIS distinguishes EB-2 advanced-degree professionals from EB-3 skilled workers, and your documentation package determines which category your employer files under.
Verify prevailing wage before salary negotiations
Use the OFLC Wage Search to find the DOL prevailing wage for Investment Officer roles in your target metro before accepting an offer. Your employer's PERM filing must certify they're paying at or above that wage, so a gap discovered late can delay or derail the petition.
Target employers with I-140 approval history
Search Migrate Mate to identify employers with verified EB-2 and EB-3 green card sponsorship history in investment and asset management roles. Focusing on firms that have completed the PERM and I-140 process before saves you from educating a first-time sponsor mid-process.
Ask about PERM recruitment timing during interviews
PERM requires the employer to run a formal recruitment test, including ads in state workforce agencies and national publications, before DOL certifies the application. Ask early whether the firm has in-house counsel or an immigration attorney who manages this, since delays in recruitment documentation are the most common PERM bottleneck.
Understand your O*NET occupation code
Your employer's PERM filing must match a specific O*NET occupation code. For Investment Officer roles, confirm whether your duties map to Financial Managers, Securities Analysts, or another code, because the job description on the PERM must accurately reflect what you do daily.
Track your priority date after I-140 approval
Once USCIS approves your I-140, your priority date is locked. If your country of birth has a backlog, check the monthly Visa Bulletin to monitor when your date becomes current and you can file the I-485 adjustment of status or proceed to consular processing.
Green Card Investment Officer: Frequently Asked Questions
What green card categories cover Investment Officer roles?
Most Investment Officer positions qualify under EB-2 or EB-3. EB-2 applies if the role requires an advanced degree, such as an MBA or a bachelor's degree plus five years of progressive experience in investment analysis or portfolio management. EB-3 covers roles requiring at least a bachelor's degree or two years of relevant skilled work experience. Your employer determines which category to file based on the job requirements and your credentials.
How does green card sponsorship differ from H-1B sponsorship for this role?
Green card sponsorship leads to lawful permanent residence, not a temporary status. The PERM process requires your employer to test the U.S. labor market by running recruitment, obtain a prevailing wage determination from DOL, and file an I-140 petition with USCIS. Unlike H-1B visa, there is no annual lottery, but employment-based green cards have per-country numerical limits, so nationals of high-demand countries may wait years before their priority date becomes current.
How do I find Investment Officer employers who sponsor green cards?
Migrate Mate lists employers with verified EB-2 and EB-3 sponsorship history in finance and investment roles, so you can focus your search on firms that have already navigated the PERM and I-140 process. This matters because green card sponsorship requires significant employer commitment, and firms unfamiliar with the process often decline to sponsor even when they'd like to hire internationally.
Can I change employers after my I-140 is approved?
Yes, under AC21 job portability you can change employers once your I-485 adjustment of status application has been pending for 180 days or more, provided the new role is in the same or a similar occupational classification. Your priority date from the approved I-140 can also carry over to a new employer's petition, which protects the time you've already waited in the backlog.
What is a prevailing wage determination and why does it affect my offer?
Before filing for PERM, your employer must request a prevailing wage determination from DOL's OFLC, which sets the minimum salary they must certify they'll pay you in that specific role and location. If the offer falls below that wage, the PERM application will be denied. Knowing the prevailing wage for Investment Officer positions in your target city before salary negotiations protects both you and your sponsoring employer from a costly filing failure.