Green Card Investment Operations Analyst Jobs
Investment Operations Analyst green card sponsorship follows the EB-2 or EB-3 employment-based path, requiring your employer to complete PERM labor certification with the DOL before filing an I-140 petition with USCIS. Per-country limits mean priority date backlogs vary significantly by nationality, so starting the process early with a sponsoring employer matters.
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Get Access To All JobsINTRODUCTION
We provide a foundation of stability and predictability that gives employees the confidence to succeed.
Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.
Along the way, we’ve been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $15 billion.
Today the Berkley brand comprises 60 businesses worldwide and is divided into two segments: Insurance and Reinsurance and Monoline Excess. Led by Chairman, President and Chief Executive Officer, W. Robert Berkley, Jr., W. R. Berkley Corporation is well positioned for long-term success and future growth. The Company is an equal employment opportunity employer.
ROLE AND RESPONSIBILITIES
Berkley Dean & Company, Inc., the investment management subsidiary of W. R. Berkley Corporation, is seeking an Investment Operations Analyst with up to two years of relevant experience to join our team. Berkley Dean manages a multi-billion-dollar global investment portfolio across fixed income, equities, alternative investments, and externally managed funds.
This role offers exposure well beyond traditional entry-level investment operations. Working as part of a small, collaborative team, the analyst will have meaningful interaction with portfolio managers, research analysts, brokers, custodians, and investment accounting professionals and will contribute to a wide range of operational and analytical activities. The analyst will gain hands-on experience with industry-leading platforms such as Bloomberg, Aladdin, and Databricks, while participating in investment strategy meetings and observing real-world investment discussions. It is an outstanding opportunity for someone looking to develop strong operational, analytical, and technical skills while gaining a comprehensive understanding of the investment process.
Key Functions/Duties of Position:
- Coordinate the confirmation, settlement, and ongoing monitoring of investment transactions across multiple asset classes.
- Utilize Bloomberg, Aladdin, Databricks, and AI-powered solutions to transform data into actionable insights, improve reporting, strengthen operational controls, automate manual processes, and increase overall efficiency across the investment operations function.
- Monitor custodian activity, including corporate actions, income payments, and settlement exceptions.
- Reconcile cash balances and transactions against custodian records and internal systems.
- Produce portfolio, operational, regulatory, and management reporting.
- Investigate and resolve discrepancies related to cash, securities, income, and trade activity.
- Communicate regularly with brokers, custodians, and internal stakeholders to facilitate efficient operations and resolve issues.
- Support ad-hoc analyses, reporting requests, and process improvement initiatives.
BASIC QUALIFICATIONS
Education Requirement: Bachelor's degree required.
Qualifications
The ideal candidate is highly organized, analytical, and detail-oriented, with a strong desire to learn and develop within the investment management industry. Success in this role requires an investigative mindset, strong problem-solving skills and analytical abilities, and the ability to manage multiple priorities in a dynamic environment.
- One to two years of relevant professional experience.
- Strong technical aptitude and proficiency with Microsoft Office, particularly Excel.
- Strong verbal and written communication skills.
- Experience with Bloomberg, Aladdin, Databricks, and AI-powered solutions a plus.
COMPENSATION
- Salary Range - $70K to $85K, dependent on experience, knowledge, and education.
Berkley is committed to offering comprehensive and competitive employee health benefits that help our employees stay healthy, feel secure and maintain a work/life balance. We offer Medical, Dental, Vision, Flexible Spending Account, Health Savings Account and a Health Reimbursement Arrangement. We support our employees in planning for their current and future security by offering Short & Long Term Disability, 401(k)/Profit Sharing/Employee Stock Purchase Plan, Life/Accidental Death & Dismemberment/Travel and Additional Life Insurance. We want our employees to live productive and fulfilling lives. We promote work-life balance and personal wellness by providing an Employee Assistance Program, Paid Time Off (Vacation/Sick/Holidays) and encouraging employees to participate in our groups wellness program. We take risk management excellence and your professional growth and ongoing development seriously by offering industry-related education and exams along with industry-related tuition assistance.
INTRODUCTION
We provide a foundation of stability and predictability that gives employees the confidence to succeed.
Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.
Along the way, we’ve been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $15 billion.
Today the Berkley brand comprises 60 businesses worldwide and is divided into two segments: Insurance and Reinsurance and Monoline Excess. Led by Chairman, President and Chief Executive Officer, W. Robert Berkley, Jr., W. R. Berkley Corporation is well positioned for long-term success and future growth. The Company is an equal employment opportunity employer.
ROLE AND RESPONSIBILITIES
Berkley Dean & Company, Inc., the investment management subsidiary of W. R. Berkley Corporation, is seeking an Investment Operations Analyst with up to two years of relevant experience to join our team. Berkley Dean manages a multi-billion-dollar global investment portfolio across fixed income, equities, alternative investments, and externally managed funds.
This role offers exposure well beyond traditional entry-level investment operations. Working as part of a small, collaborative team, the analyst will have meaningful interaction with portfolio managers, research analysts, brokers, custodians, and investment accounting professionals and will contribute to a wide range of operational and analytical activities. The analyst will gain hands-on experience with industry-leading platforms such as Bloomberg, Aladdin, and Databricks, while participating in investment strategy meetings and observing real-world investment discussions. It is an outstanding opportunity for someone looking to develop strong operational, analytical, and technical skills while gaining a comprehensive understanding of the investment process.
Key Functions/Duties of Position:
- Coordinate the confirmation, settlement, and ongoing monitoring of investment transactions across multiple asset classes.
- Utilize Bloomberg, Aladdin, Databricks, and AI-powered solutions to transform data into actionable insights, improve reporting, strengthen operational controls, automate manual processes, and increase overall efficiency across the investment operations function.
- Monitor custodian activity, including corporate actions, income payments, and settlement exceptions.
- Reconcile cash balances and transactions against custodian records and internal systems.
- Produce portfolio, operational, regulatory, and management reporting.
- Investigate and resolve discrepancies related to cash, securities, income, and trade activity.
- Communicate regularly with brokers, custodians, and internal stakeholders to facilitate efficient operations and resolve issues.
- Support ad-hoc analyses, reporting requests, and process improvement initiatives.
BASIC QUALIFICATIONS
Education Requirement: Bachelor's degree required.
Qualifications
The ideal candidate is highly organized, analytical, and detail-oriented, with a strong desire to learn and develop within the investment management industry. Success in this role requires an investigative mindset, strong problem-solving skills and analytical abilities, and the ability to manage multiple priorities in a dynamic environment.
- One to two years of relevant professional experience.
- Strong technical aptitude and proficiency with Microsoft Office, particularly Excel.
- Strong verbal and written communication skills.
- Experience with Bloomberg, Aladdin, Databricks, and AI-powered solutions a plus.
COMPENSATION
- Salary Range - $70K to $85K, dependent on experience, knowledge, and education.
Berkley is committed to offering comprehensive and competitive employee health benefits that help our employees stay healthy, feel secure and maintain a work/life balance. We offer Medical, Dental, Vision, Flexible Spending Account, Health Savings Account and a Health Reimbursement Arrangement. We support our employees in planning for their current and future security by offering Short & Long Term Disability, 401(k)/Profit Sharing/Employee Stock Purchase Plan, Life/Accidental Death & Dismemberment/Travel and Additional Life Insurance. We want our employees to live productive and fulfilling lives. We promote work-life balance and personal wellness by providing an Employee Assistance Program, Paid Time Off (Vacation/Sick/Holidays) and encouraging employees to participate in our groups wellness program. We take risk management excellence and your professional growth and ongoing development seriously by offering industry-related education and exams along with industry-related tuition assistance.
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Get Access To All JobsTips for Finding Green Card Sponsorship as an Investment Operations Analyst
Align your credentials with PERM requirements
PERM labor certification requires the employer to define a minimum education and experience threshold for the role. Verify your degree and any progressive experience in fund accounting, settlement, or reconciliation are documented in a way that maps directly to the job requirements PERM will specify.
Use OFLC Wage Search before salary negotiations
PERM requires your offered wage to meet the prevailing wage DOL certifies for Investment Operations Analyst roles in that specific metro area. Pull the OFLC Wage Search results for your target location before you receive an offer so you know the floor going in.
Find sponsors through Migrate Mate
Target employers with a documented history of employment-based green card sponsorship for operations and analytics roles. Migrate Mate surfaces U.S. employers with verified green card sponsorship history, searchable by role and city, so you're applying where PERM filings have actually happened.
Ask employers about priority date policy upfront
If you're a national of a high-demand country like India or China, priority date backlogs can extend your path to permanent residence significantly. Ask during the offer stage whether the employer will file your I-140 promptly, since an approved I-140 locks in your priority date even if you later change roles.
Understand AC21 portability before you job-hop
Once your I-485 adjustment of status application has been pending for 180 days or more, AC21 portability lets you change employers if the new Investment Operations Analyst role is in the same or a substantially similar occupation. Confirm the SOC code alignment with your attorney before accepting a competing offer.
Track the PERM recruitment test timeline carefully
PERM requires your employer to run a formal recruitment test, including specific advertising steps, before DOL will accept the application. The supervised recruitment and advertising windows have fixed durations. Delays in this phase push back your I-140 filing date and your priority date, so keep your employer's HR team on schedule.
Green Card Investment Operations Analyst: Frequently Asked Questions
What green card categories cover Investment Operations Analyst roles?
Most Investment Operations Analyst positions qualify under EB-2 if the role requires an advanced degree or a bachelor's degree plus five years of progressive experience in areas like fund accounting or trade settlement. EB-3 covers professionals with a bachelor's degree or skilled workers with at least two years of relevant experience. Your employer's immigration counsel will confirm the appropriate category based on the specific job requirements they'll define in the PERM application.
How does green card sponsorship differ from H-1B sponsorship for this role?
H-1B visa sponsorship is temporary, renewable, and tied to a specific employer without the multi-step DOL process. Green card sponsorship through EB-2 or EB-3 is permanent but requires PERM labor certification, a DOL prevailing wage determination, a formal recruitment test, and then an I-140 petition with USCIS before you can file for adjustment of status. Priority date backlogs based on your country of birth can also add significant waiting time that doesn't exist in the H-1B process.
How do I find employers who sponsor green cards for Investment Operations Analysts?
Many employers in asset management, custody banking, and fund administration have sponsored EB-2 and EB-3 green cards for operations roles, but they don't always advertise it in job postings. Migrate Mate lists employers with verified employment-based green card sponsorship history, searchable by role type and location, so you can prioritize applications to firms where sponsorship has actually occurred rather than relying on guesswork.
Can I change employers after my Investment Operations Analyst green card is filed?
Yes, under two distinct rules. If your original employer's I-140 was approved, your priority date can carry over to a new employer's I-140 petition, protecting your place in line. Separately, once your I-485 has been pending for 180 days or more, AC21 job portability lets you move to a new employer if the new role is in the same or a substantially similar occupation under USCIS guidelines.
Does my nationality affect how long green card sponsorship takes for this role?
Yes, significantly. Employment-based green cards have per-country numerical limits, and nationals of high-demand countries such as India and China face priority date backlogs that can extend the wait for a visa number by years beyond what other nationalities experience. Filing your I-140 as early as possible with a qualifying employer locks in your priority date and minimizes the impact of any future backlog movement.