Green Card Portfolio Analyst Jobs
Portfolio Analyst roles qualify for employment-based green card sponsorship under EB-2 for advanced-degree professionals and EB-3 for skilled workers. Employers file PERM labor certification with DOL before sponsoring permanent residency, making this a direct path to a U.S. green card for qualified finance professionals.
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Get Access To All JobsINTRODUCTION
Optum Tech is a global leader in health care innovation. Our teams develop cutting-edge solutions that help people live healthier lives and help make the health system work better for everyone. From advanced data analytics and AI to cybersecurity, we use innovative approaches to solve some of health care's most complex challenges. Your contributions here have the potential to change lives. Ready to build the next breakthrough? Join us in making healthcare work better for everyone through people-led, responsible AI while Caring. Connecting. Growing together.
ROLE AND RESPONSIBILITIES
The Director of Technical Product & Portfolio Management leads portfolio governance, initiative planning and prioritization, program communication, and delivery across the Optum Rx AI-Native Pharmacy technology portfolio. Partnering directly with business, operations, finance, and technology leaders across Optum Rx, the Director defines integrated capability roadmaps and a unified portfolio roadmap, manages capital investments, accelerates responsible AI adoption, and delivers measurable business outcomes. The Director uses market insights and solid stakeholder relationships to understand customer needs and emerging technology trends, identifying new opportunities or adjusting current products. Drawing on deep product knowledge and technical expertise, the Director coordinates portfolio delivery with business capability, engineering, and business operations leaders and other cross-functional teams. A background in computer science, engineering, or a related field is typical for this role, though equivalent experience is also considered.
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week.
Primary Responsibilities:
- Define and execute the integrated Optum Rx AI-Native Pharmacy product strategy, product vision, and capability roadmaps across Pharmacy lines of business in partnership with business capability owners, engineering, and operations stakeholders, embedding an AI-first mindset in roadmap decisions
- Lead the end-to-end product lifecycle, from intake and discovery through delivery, adoption, operational performance, and retirement
- Partner with business, operations, engineering, architecture, and data teams to translate strategic priorities into scalable AI-driven product capabilities
- Accelerate responsible AI adoption across Pharmacy lines of business, including AI-assisted workflows, decision support, documentation, and operational automation
- Own the integrated AI-Native Pharmacy investment portfolio, aligning spend, capacity, and sequencing to enterprise strategy, priorities, and business outcomes
- Collaborate with business capability owners to lead product intake, prioritization, funding recommendations, and transparent trade-off decisions across competing initiatives and lines of business
- Develop annual and multi-year capital plans, business cases, capital committee submissions, and investment roadmaps in partnership with Finance and business capability leaders
- Establish a unified portfolio roadmap that brings the capability roadmaps together and integrates milestones, dependencies, risks, funding, capacity, technical debt, and expected benefits
- Oversee budget, forecast, burn rate, budget-to-actual variance, and funding reallocation to the highest-value opportunities
- Partner with business capability owners to operate portfolio governance cadences through executive dashboards, monthly and quarterly reviews, key performance indicator (KPI) and management by objectives (MBO) reporting, and concise risk narratives
- Drive portfolio simplification through modernization, consolidation of duplicative capabilities, and retirement of low-value or legacy assets
- Develop a deep understanding of pharmacy capabilities, user personas, and the business processes in which those capabilities are used, and support product demos to stakeholders, end users, and the leadership team
- Collaborate with business capability owners to build and maintain a healthy product and team backlog in which each item is justified by quantifiable benefits, high-value requirements, a compelling business case, clear product positioning, priority, and strategic impact
- Identify and drive approaches and initiatives that improve customer metrics and increase adoption across portfolios
- Enable successful development, delivery, and adoption of technology solutions by leading requirements gathering, roadmap and progress updates, delivery management, and risk mitigation with stakeholders
- Build trusted relationships with stakeholders and senior leaders across business capability, engineering, and Pharmacy lines of business through clear, consistent communication
- Build, coach, and develop a high-performing organization of technical product, portfolio, and program/project management professionals with clear accountability and measurable outcomes
- Manage ongoing portfolio delivery performance, including financial health, roadmap progress, and retirement decisions as appropriate, and partner with engineering teams to define solutions that deliver on roadmap commitments
- Partner across the portfolio to minimize overlapping work and drive reuse of existing capabilities
- Leverage enterprise-approved AI tools to enhance productivity and innovation by streamlining workflows and automating repetitive tasks
- Evaluate emerging trends to drive continuous improvement and strategic innovation
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
BASIC QUALIFICATIONS
- 10+ years of technical product, program, or portfolio management experience leading large-scale enterprise technology platforms and software solutions
- 5+ years of experience translating business use cases into technical solutions, with solid technical aptitude
- 2+ years of hands-on experience with AI integration, generative AI, responsible AI practices, and AI experimentation
- Demonstrated experience owning a technology investment portfolio, including capital planning, governance, prioritization, roadmap management, and benefits realization
- Experience defining enterprise product strategy and delivering complex, cloud-enabled software solutions
- Experience evaluating, integrating, or deploying modern AI capabilities in enterprise workflows
- Proven ability to partner with Finance on business cases, capital allocation, forecasting, and financial validation of outcomes
- Proven executive-level collaboration across business, operations, finance, and technology stakeholders
PREFERRED QUALIFICATIONS
- Undergraduate degree in computer science, engineering, or a related field, or equivalent experience
- Healthcare technology experience, preferably supporting Pharmacy Benefit Management or Pharmacy Care Services operations
- Experience operating portfolio governance frameworks, intake and stage-gate processes, capital committee cadences, and executive portfolio reporting
- Experience building unified, multi-line-of-business roadmaps and aligning internal and external partners around a shared investment plan
- Experience with cloud-native platforms, APIs, microservices, workflow orchestration, data platforms, analytics, and AI enablement
- Proven track record of delivering measurable operational efficiency, cost reduction, quality improvement, customer value, or healthcare outcomes
All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy.
COMPENSATION
- Salary Range: $134,600 - $230,800 annually based on full-time employment
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives.
APPLICATION DEADLINE
This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and help make the health system work better for everyone. Together, we are shaping the future of healthcare by harnessing technology and innovation to make care simpler to navigate, more affordable and more connected for the people we serve. We are committed to creating an inclusive workplace where everyone feels welcomed, valued, heard and respected, empowering people to bring their authentic selves to work and strengthening our collective impact through diverse talents, backgrounds, experiences and perspectives.
UnitedHealth Group and its affiliated brands are an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group and its affiliated brands are a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
INTRODUCTION
Optum Tech is a global leader in health care innovation. Our teams develop cutting-edge solutions that help people live healthier lives and help make the health system work better for everyone. From advanced data analytics and AI to cybersecurity, we use innovative approaches to solve some of health care's most complex challenges. Your contributions here have the potential to change lives. Ready to build the next breakthrough? Join us in making healthcare work better for everyone through people-led, responsible AI while Caring. Connecting. Growing together.
ROLE AND RESPONSIBILITIES
The Director of Technical Product & Portfolio Management leads portfolio governance, initiative planning and prioritization, program communication, and delivery across the Optum Rx AI-Native Pharmacy technology portfolio. Partnering directly with business, operations, finance, and technology leaders across Optum Rx, the Director defines integrated capability roadmaps and a unified portfolio roadmap, manages capital investments, accelerates responsible AI adoption, and delivers measurable business outcomes. The Director uses market insights and solid stakeholder relationships to understand customer needs and emerging technology trends, identifying new opportunities or adjusting current products. Drawing on deep product knowledge and technical expertise, the Director coordinates portfolio delivery with business capability, engineering, and business operations leaders and other cross-functional teams. A background in computer science, engineering, or a related field is typical for this role, though equivalent experience is also considered.
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week.
Primary Responsibilities:
- Define and execute the integrated Optum Rx AI-Native Pharmacy product strategy, product vision, and capability roadmaps across Pharmacy lines of business in partnership with business capability owners, engineering, and operations stakeholders, embedding an AI-first mindset in roadmap decisions
- Lead the end-to-end product lifecycle, from intake and discovery through delivery, adoption, operational performance, and retirement
- Partner with business, operations, engineering, architecture, and data teams to translate strategic priorities into scalable AI-driven product capabilities
- Accelerate responsible AI adoption across Pharmacy lines of business, including AI-assisted workflows, decision support, documentation, and operational automation
- Own the integrated AI-Native Pharmacy investment portfolio, aligning spend, capacity, and sequencing to enterprise strategy, priorities, and business outcomes
- Collaborate with business capability owners to lead product intake, prioritization, funding recommendations, and transparent trade-off decisions across competing initiatives and lines of business
- Develop annual and multi-year capital plans, business cases, capital committee submissions, and investment roadmaps in partnership with Finance and business capability leaders
- Establish a unified portfolio roadmap that brings the capability roadmaps together and integrates milestones, dependencies, risks, funding, capacity, technical debt, and expected benefits
- Oversee budget, forecast, burn rate, budget-to-actual variance, and funding reallocation to the highest-value opportunities
- Partner with business capability owners to operate portfolio governance cadences through executive dashboards, monthly and quarterly reviews, key performance indicator (KPI) and management by objectives (MBO) reporting, and concise risk narratives
- Drive portfolio simplification through modernization, consolidation of duplicative capabilities, and retirement of low-value or legacy assets
- Develop a deep understanding of pharmacy capabilities, user personas, and the business processes in which those capabilities are used, and support product demos to stakeholders, end users, and the leadership team
- Collaborate with business capability owners to build and maintain a healthy product and team backlog in which each item is justified by quantifiable benefits, high-value requirements, a compelling business case, clear product positioning, priority, and strategic impact
- Identify and drive approaches and initiatives that improve customer metrics and increase adoption across portfolios
- Enable successful development, delivery, and adoption of technology solutions by leading requirements gathering, roadmap and progress updates, delivery management, and risk mitigation with stakeholders
- Build trusted relationships with stakeholders and senior leaders across business capability, engineering, and Pharmacy lines of business through clear, consistent communication
- Build, coach, and develop a high-performing organization of technical product, portfolio, and program/project management professionals with clear accountability and measurable outcomes
- Manage ongoing portfolio delivery performance, including financial health, roadmap progress, and retirement decisions as appropriate, and partner with engineering teams to define solutions that deliver on roadmap commitments
- Partner across the portfolio to minimize overlapping work and drive reuse of existing capabilities
- Leverage enterprise-approved AI tools to enhance productivity and innovation by streamlining workflows and automating repetitive tasks
- Evaluate emerging trends to drive continuous improvement and strategic innovation
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
BASIC QUALIFICATIONS
- 10+ years of technical product, program, or portfolio management experience leading large-scale enterprise technology platforms and software solutions
- 5+ years of experience translating business use cases into technical solutions, with solid technical aptitude
- 2+ years of hands-on experience with AI integration, generative AI, responsible AI practices, and AI experimentation
- Demonstrated experience owning a technology investment portfolio, including capital planning, governance, prioritization, roadmap management, and benefits realization
- Experience defining enterprise product strategy and delivering complex, cloud-enabled software solutions
- Experience evaluating, integrating, or deploying modern AI capabilities in enterprise workflows
- Proven ability to partner with Finance on business cases, capital allocation, forecasting, and financial validation of outcomes
- Proven executive-level collaboration across business, operations, finance, and technology stakeholders
PREFERRED QUALIFICATIONS
- Undergraduate degree in computer science, engineering, or a related field, or equivalent experience
- Healthcare technology experience, preferably supporting Pharmacy Benefit Management or Pharmacy Care Services operations
- Experience operating portfolio governance frameworks, intake and stage-gate processes, capital committee cadences, and executive portfolio reporting
- Experience building unified, multi-line-of-business roadmaps and aligning internal and external partners around a shared investment plan
- Experience with cloud-native platforms, APIs, microservices, workflow orchestration, data platforms, analytics, and AI enablement
- Proven track record of delivering measurable operational efficiency, cost reduction, quality improvement, customer value, or healthcare outcomes
All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy.
COMPENSATION
- Salary Range: $134,600 - $230,800 annually based on full-time employment
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives.
APPLICATION DEADLINE
This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and help make the health system work better for everyone. Together, we are shaping the future of healthcare by harnessing technology and innovation to make care simpler to navigate, more affordable and more connected for the people we serve. We are committed to creating an inclusive workplace where everyone feels welcomed, valued, heard and respected, empowering people to bring their authentic selves to work and strengthening our collective impact through diverse talents, backgrounds, experiences and perspectives.
UnitedHealth Group and its affiliated brands are an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group and its affiliated brands are a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
See all 466+ Green Card Portfolio Analyst Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Portfolio Analyst
Document your CFA or advanced degree early
PERM requires your employer to verify your qualifications match the job's minimum requirements. Get official transcripts, degree equivalency evaluations, and professional certifications like CFA or CAIA authenticated before your employer starts the labor certification filing.
Target asset managers with PERM filing history
Search DOL OFLC disclosure data via OFLC Wage Search to identify asset managers, insurance companies, and pension funds that have filed PERM labor certifications for Portfolio Analyst roles. Prior filings signal an employer already understands the sponsorship process.
Clarify the EB-2 versus EB-3 route before accepting an offer
Ask your prospective employer whether they'll sponsor you under EB-2 or EB-3. EB-2 requires a master's degree or equivalent, while EB-3 covers bachelor's-level roles. The category affects your priority date and wait time, especially if you're from India or China.
Use Migrate Mate to find sponsoring employers
Filter Portfolio Analyst jobs by green card sponsorship history using Migrate Mate. You can identify which financial firms have sponsored similar roles through PERM, helping you focus applications on employers already familiar with the EB-2 and EB-3 process.
Understand the prevailing wage before salary negotiations
Your employer must pay at least the DOL prevailing wage for your Portfolio Analyst role and work location. Look up the applicable wage level using OFLC Wage Search so you can verify your offer meets PERM requirements before your employer files.
Prepare for the PERM recruitment audit window
DOL requires employers to conduct good-faith recruitment before filing PERM, and audit risk is real. Your employer must show no qualified U.S. workers were available. Make sure your role description in the job posting accurately reflects your actual duties and the required credentials.
Green Card Portfolio Analyst: Frequently Asked Questions
Does a Portfolio Analyst role qualify for EB-2 or EB-3 green card sponsorship?
Portfolio Analyst roles can qualify under both EB-2 and EB-3. EB-2 applies when the position requires a master's degree or when you hold a bachelor's degree plus five or more years of progressive experience in investment analysis or portfolio management. EB-3 covers roles requiring at least a bachelor's degree. Your employer defines the minimum requirements in the PERM labor certification, which determines the category.
How does PERM green card sponsorship differ from H-1B sponsorship for Portfolio Analysts?
H-1B visa is a temporary nonimmigrant visa with an annual cap and lottery, granting three-year periods of authorized work. PERM-based green card sponsorship is a permanent immigration pathway with no annual cap at the EB-3 level for most countries outside India and China. The PERM process takes longer overall, typically two to four years from filing to a green card, but the outcome is lawful permanent residency rather than temporary status subject to renewal.
How long does the green card process take for a Portfolio Analyst sponsored by an employer?
The timeline has three stages: PERM labor certification with DOL usually takes six to eighteen months, I-140 petition approval with USCIS takes another six to twelve months under standard processing, and the final adjustment of status or consular processing depends on your priority date and country of birth. Candidates from most countries outside India and China can complete the full process in two to four years.
How can I find Portfolio Analyst jobs where the employer will sponsor a green card?
Use Migrate Mate to search Portfolio Analyst roles filtered by employers with a confirmed green card sponsorship history. This lets you focus on firms that have filed PERM labor certifications for similar finance roles, rather than spending time on applications where sponsorship is uncertain. You can also cross-reference OFLC disclosure data to verify a company's PERM filing activity directly.
Can my employer start the PERM process while I'm on an H-1B visa?
Yes, and starting early is worth doing. PERM is filed by the employer and is independent of your current visa status. Employers can begin the PERM recruitment and filing process while you hold H-1B status. If your I-140 is approved and your priority date is current, you can file for adjustment of status while maintaining authorized work status. USCIS also allows H-1B extensions beyond the standard six-year cap once your I-140 is approved and your priority date is within one year.