H-1B Visa Investment Jobs
Investment roles in asset management, private equity, and corporate finance regularly appear on H-1B visa LCA filings, with employers sponsoring analysts, associates, and portfolio managers. Specialty occupation status depends on demonstrating that the role requires a bachelor's degree or higher in finance, economics, or a directly related field.
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Get Access To All JobsABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.
POSITION:
The Investment Associate is a key member of the Private Advisor team, supporting senior advisors in delivering investment analysis, portfolio insights, and implementation support for high-net-worth client portfolios. This role sits at the intersection of research and execution, with a focus on financial modeling, investment due diligence, and monitoring portfolio performance, while partnering closely with internal teams to ensure accurate and timely delivery of investment strategies.
Responsibilities:
- Conduct investment research and due diligence across securities, funds, and alternative investments
- Perform financial modeling and analysis to support portfolio decisions
- Monitor portfolio performance and risk across client accounts
- Prepare investment materials and reporting for client and internal use
- Track market developments to inform investment positioning
- Partner with internal teams to support trade execution and overall client service
QUALIFICATIONS
- Bachelor’s degree in Finance, Economics, Accounting, or related field
- 2+ years of relevant experience in investment analysis or portfolio support
- Series 7 and 66 preferred, or willingness to obtain if not already licensed
- Progress toward CFP, CFA or similar designation preferred
SKILLS:
- Strong understanding of capital markets and portfolio construction
- Great communication skills to be able to participate and conduct client meetings
- Solid financial modeling and analytical capabilities
- Ability to evaluate investment opportunities from both quantitative and qualitative perspectives
- Clear and concise written and verbal communication skills
- Strong attention to detail and ability to manage competing priorities
- Proficiency in Excel and familiarity with investment/research platforms
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.
POSITION:
The Investment Associate is a key member of the Private Advisor team, supporting senior advisors in delivering investment analysis, portfolio insights, and implementation support for high-net-worth client portfolios. This role sits at the intersection of research and execution, with a focus on financial modeling, investment due diligence, and monitoring portfolio performance, while partnering closely with internal teams to ensure accurate and timely delivery of investment strategies.
Responsibilities:
- Conduct investment research and due diligence across securities, funds, and alternative investments
- Perform financial modeling and analysis to support portfolio decisions
- Monitor portfolio performance and risk across client accounts
- Prepare investment materials and reporting for client and internal use
- Track market developments to inform investment positioning
- Partner with internal teams to support trade execution and overall client service
QUALIFICATIONS
- Bachelor’s degree in Finance, Economics, Accounting, or related field
- 2+ years of relevant experience in investment analysis or portfolio support
- Series 7 and 66 preferred, or willingness to obtain if not already licensed
- Progress toward CFP, CFA or similar designation preferred
SKILLS:
- Strong understanding of capital markets and portfolio construction
- Great communication skills to be able to participate and conduct client meetings
- Solid financial modeling and analytical capabilities
- Ability to evaluate investment opportunities from both quantitative and qualitative perspectives
- Clear and concise written and verbal communication skills
- Strong attention to detail and ability to manage competing priorities
- Proficiency in Excel and familiarity with investment/research platforms
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Investment
Match your degree to the role
USCIS requires a direct relationship between your field of study and the investment role. A finance or economics degree maps cleanly, but a general business degree may trigger an RFE. Pull the O*NET profile for your target job title to confirm the accepted degree fields before applying.
Check LCA filings by occupation code
DOL assigns SOC codes to every H-1B LCA. Investment analyst and portfolio manager roles file under different codes, which affects prevailing wage levels. Search the OFLC Wage Search by SOC code and metro area to verify your offer meets the required wage tier before your employer files.
Target firms with cap-exempt sponsorship history
Some investment roles are housed at universities, hospital endowments, or nonprofit research funds, which are cap-exempt H-1B employers. These organizations can file outside the annual lottery, giving you a path to H-1B status without competing for an 85,000-slot cap.
Use Migrate Mate to find verified sponsors
Filter your investment job search on Migrate Mate by employers with active H-1B LCA filing history. This surfaces asset managers, banks, and private equity firms that have recently sponsored roles matching your occupation code, so you're not guessing at sponsorship willingness.
Get your Series licenses in order early
Many buy-side and sell-side investment roles require FINRA Series 63, 65, or 7 licenses. Employers often make H-1B sponsorship contingent on obtaining these licenses within a set period. Confirm the licensing timeline with your employer during offer negotiation so it doesn't stall your I-129 filing.
Negotiate premium processing into your offer
Standard H-1B adjudication can take several months. For investment roles with defined start dates tied to analyst or associate program cohorts, ask the employer to include USCIS premium processing in the sponsorship package. This reduces adjudication to 15 business days and protects your program start date.
H-1B Visa Investment: Frequently Asked Questions
Do investment roles qualify as H-1B specialty occupations?
Yes, provided the position requires at least a bachelor's degree in a specific field such as finance, economics, accounting, or a related discipline. Roles like investment analyst, portfolio manager, and financial engineer consistently qualify. Generalist roles where any bachelor's degree is acceptable are harder to support, so your employer's H-1B petition should tie the job duties directly to the degree field.
Which employers in investment most commonly sponsor H-1B visas?
Asset management firms, investment banks, hedge funds, private equity firms, and corporate treasury departments are frequent H-1B sponsors for investment roles. Endowments and foundations attached to universities can also sponsor and may qualify as cap-exempt institutions. Migrate Mate lets you search for investment employers by verified LCA filing history, so you can focus on firms with a demonstrated track record of sponsorship.
How does the H-1B prevailing wage requirement affect investment job offers?
DOL requires your employer to pay the prevailing wage for your occupation and location before certifying the LCA. Investment roles in New York or San Francisco carry higher wage floors than the same title in smaller markets. Use the OFLC Wage Search to look up the Level I through Level IV wages for your SOC code and metro area before evaluating an offer, since a below-prevailing offer cannot be corrected after the LCA is filed.
Can I switch investment employers on an H-1B?
Yes. H-1B portability under AC21 lets you change employers after your I-129 has been pending for at least 180 days, or once it's approved, as long as the new role is in the same or a substantially similar occupational classification. For investment roles, moving from equity research at one bank to a comparable analyst role at another generally qualifies, but a move into a structurally different function may require a new petition.
What documentation does an investment employer need to file an H-1B petition?
Your employer needs a certified LCA from DOL, which requires specifying the SOC code, wage level, and work location. They'll also need evidence that the role is a specialty occupation, which typically includes the job description, the degree requirement, and your academic credentials. If your investment role spans multiple client sites, the LCA must cover each worksite location, and your employer may need to post public access file notices at each one.