H-1B Visa Equity Research Analyst Jobs
Equity Research Analyst jobs attract strong H-1B visa sponsorship because the role qualifies as a specialty occupation, requiring at minimum a bachelor's degree in finance, economics, or a directly related field. Employers file an LCA with DOL and an I-129 with USCIS, granting status for up to three years with extensions to a six-year maximum.
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Get Access To All JobsINTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
-
Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
-
Responsible for initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
-
Conduct independent industry assessments and company-specific research reports.
-
Involvement with corporate client relationships at the highest C-Level (CEO, President, COO, CFO, Director of Strategy, etc)
Level-specific duties:
-
Applies industry/market/product knowledge to drive revenue production and business growth.
-
Applies knowledge and experience, and advanced skills to independently conduct industry assessments and company-specific research reports.
-
Critical involvement with corporate client relationships at the highest C-Level (CEO, President, COO, CFO, Director of Strategy, etc)
-
Accumulate client votes from institutional clientele which are critical revenue drivers for the STRH platform.
-
Conducts critical due diligence execution in capital markets transactions and provides unique industry expertise.
-
Responsible for initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
-
Plays a key role in developing strategy and objectives for designated business area.
-
Mentors and coaches junior staff.
-
Applies highly developed risk management skills and sets the standard for risk management practices for assigned team; coaches team, and holds team accountable.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
BA/BS degree
-
Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
-
Minimum of 10 years of related work experience
-
Proven domain expertise and thought leadership in the industry.
-
Strong relationships with senior level, meaningful institutional buy-side clients.
-
Strong relationships with C-level corporate executives.
-
Advanced analytical and technical skills combined with a passion for fundamental research and a problem solving attitude.
-
Experienced in due diligence execution related to capital markets transactions.
-
Excellent interpersonal and listening skills, with the ability to communicate highly complex ideas clearly and concisely
-
Strong partnering and leadership skills
Preferred Qualifications:
-
MBA or advanced degree (PhD, JD, MD), and/or CFA designation
-
12 years of related work experience
-
Experience in mentoring and coaching
-
The annual base salary for this position is $300,000
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
-
Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
-
Responsible for initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
-
Conduct independent industry assessments and company-specific research reports.
-
Involvement with corporate client relationships at the highest C-Level (CEO, President, COO, CFO, Director of Strategy, etc)
Level-specific duties:
-
Applies industry/market/product knowledge to drive revenue production and business growth.
-
Applies knowledge and experience, and advanced skills to independently conduct industry assessments and company-specific research reports.
-
Critical involvement with corporate client relationships at the highest C-Level (CEO, President, COO, CFO, Director of Strategy, etc)
-
Accumulate client votes from institutional clientele which are critical revenue drivers for the STRH platform.
-
Conducts critical due diligence execution in capital markets transactions and provides unique industry expertise.
-
Responsible for initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
-
Plays a key role in developing strategy and objectives for designated business area.
-
Mentors and coaches junior staff.
-
Applies highly developed risk management skills and sets the standard for risk management practices for assigned team; coaches team, and holds team accountable.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
BA/BS degree
-
Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
-
Minimum of 10 years of related work experience
-
Proven domain expertise and thought leadership in the industry.
-
Strong relationships with senior level, meaningful institutional buy-side clients.
-
Strong relationships with C-level corporate executives.
-
Advanced analytical and technical skills combined with a passion for fundamental research and a problem solving attitude.
-
Experienced in due diligence execution related to capital markets transactions.
-
Excellent interpersonal and listening skills, with the ability to communicate highly complex ideas clearly and concisely
-
Strong partnering and leadership skills
Preferred Qualifications:
-
MBA or advanced degree (PhD, JD, MD), and/or CFA designation
-
12 years of related work experience
-
Experience in mentoring and coaching
-
The annual base salary for this position is $300,000
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
See all 858+ H-1B Visa Equity Research Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Equity Research Analyst Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as an Equity Research Analyst
Frame your CFA progress strategically
If you're a CFA Level II or III candidate, include that explicitly on your resume and in recruiter conversations. Employers sponsoring H-1B analysts weigh credential trajectory, and progress toward the CFA signals the specialized financial expertise USCIS looks for in specialty occupation petitions.
Verify prevailing wage before negotiating offers
Run your target city and SOC code through the OFLC Wage Search before any salary discussion. Your employer's LCA must certify wages at or above the prevailing level, so knowing the threshold prevents late-stage offer complications when USCIS reviews the petition.
Target buy-side and sell-side firms with H-1B history
Use Migrate Mate to identify asset managers, investment banks, and independent research firms with verified H-1B LCA filing history for analyst roles. Filing history shows willingness and familiarity with the process, which reduces your risk of an employer backing out mid-petition.
Clarify worksite coverage before accepting remote arrangements
Each physical office location where you'll work requires its own certified LCA. If your employer offers a hybrid or multi-office arrangement, confirm before signing that they'll file separate LCAs for each worksite, not a single LCA listing only headquarters.
Document your sector specialization in writing
USCIS scrutinizes whether equity research roles meet specialty occupation standards. Build a written record of your coverage universe, the degree-specific analysis you produce, and any industry certifications. This documentation supports the I-129 petition if USCIS issues a Request for Evidence.
Plan your timeline around cap selection changes
H-1B cap selection rules have changed recently, so don't rely on older timelines when planning your job search. Confirm current registration and filing windows directly with USCIS well before your OPT or current status expires to avoid authorization gaps.
H-1B Visa Equity Research Analyst: Frequently Asked Questions
Does an Equity Research Analyst role qualify as an H-1B specialty occupation?
Yes, equity research analyst positions typically qualify as a specialty occupation because they require at minimum a bachelor's degree in finance, economics, accounting, or a directly related field. USCIS evaluates the specific duties described in the LCA and I-129 petition, so employers should document that the role demands theoretical and practical application of that specialized knowledge, not just general business judgment.
Which types of employers sponsor H-1B visas for equity research analysts?
Bulge-bracket investment banks, regional broker-dealers, independent equity research boutiques, and large asset managers are the most consistent H-1B sponsors for this role. Hedge funds and fintech firms also sponsor periodically. To identify employers with verified H-1B LCA filing history for analyst positions, search Migrate Mate, which surfaces that DOL data by role and location.
How does the prevailing wage requirement affect equity research analyst H-1B offers?
DOL requires the employer to certify on the LCA that the offered wage meets or exceeds the prevailing wage for the SOC code and geographic area. For equity research analysts, the prevailing wage varies significantly by metro market. Use the OFLC Wage Search to look up the Level I through Level IV wage for your target city before finalizing any offer, so the LCA clears without issue.
What happens to my H-1B status if my employer is acquired or merges with another firm?
A corporate restructuring, merger, or acquisition does not automatically invalidate your H-1B, but it does trigger obligations. If the successor entity is not a true successor in interest, a new I-129 petition may be required. Your employer's legal team should evaluate whether the acquisition constitutes a material change in employment terms, which would require an amended petition filed with USCIS before you continue working.
Can I transfer my H-1B to a new employer mid-petition if my current firm withdraws support?
Yes. Under H-1B portability rules, once USCIS has received and acknowledged your petition, you can begin working for a new sponsoring employer while the transfer petition is pending, provided the new role is in the same or a similar specialty occupation. The new employer must file an I-129 petition and a fresh LCA certified by DOL before your start date at the new firm.