H-1B Visa Investment Jobs
Investment roles in asset management, private equity, and corporate finance regularly appear on H-1B 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 JobsPosition Summary
The Healthcare team at Guggenheim Securities (“GS”) is seeking an experienced Associate to join its team located in New York, with a focus on the Biopharma industry. Candidates will join a highly collaborative team responsible for providing M&A advisory and capital raising service and capabilities to corporate clients.
GS offers a unique opportunity to work as part of small client teams on major strategic assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Candidates must be focused on earning a promotion to Vice President upon completion of the Associate program and becoming a top performer with the intention of developing a long-term banking career.
Essential Job Functions
- Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants
- Develop and monitor the development of complex financial models and valuation analysis
- Perform client due diligence, prepare information memoranda and other transaction-related documentation
- Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks
- Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge
- Generate potential ideas and new business opportunities for clients to help solve problems
- Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm
- Conduct competitive research including identifying sector and industry trends
- Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership
Preferred Qualifications
- Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
- Solid interpersonal skills including the ability to communicate complex ideas effectively to senior management and/or senior clients
- A proven track record of high intellectual horsepower throughout academic and professional career
- Intellectually curious with a passion to seek a deeper understanding of how organizations in all sectors perform best
Basic Qualifications
- 4+ years of investment banking experience or an MBA with a minimum of 1+ years of experience in IB
- Familiarity with M&A and Equity Capital Markets transactions
- Analytical and quantitative problem-solving skills
- Mastery of basic valuation and financial statement analysis
Salary
- Annual base salary between $175,000 and $200,000.
- The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.
Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
Position Summary
The Healthcare team at Guggenheim Securities (“GS”) is seeking an experienced Associate to join its team located in New York, with a focus on the Biopharma industry. Candidates will join a highly collaborative team responsible for providing M&A advisory and capital raising service and capabilities to corporate clients.
GS offers a unique opportunity to work as part of small client teams on major strategic assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Candidates must be focused on earning a promotion to Vice President upon completion of the Associate program and becoming a top performer with the intention of developing a long-term banking career.
Essential Job Functions
- Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants
- Develop and monitor the development of complex financial models and valuation analysis
- Perform client due diligence, prepare information memoranda and other transaction-related documentation
- Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks
- Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge
- Generate potential ideas and new business opportunities for clients to help solve problems
- Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm
- Conduct competitive research including identifying sector and industry trends
- Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership
Preferred Qualifications
- Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
- Solid interpersonal skills including the ability to communicate complex ideas effectively to senior management and/or senior clients
- A proven track record of high intellectual horsepower throughout academic and professional career
- Intellectually curious with a passion to seek a deeper understanding of how organizations in all sectors perform best
Basic Qualifications
- 4+ years of investment banking experience or an MBA with a minimum of 1+ years of experience in IB
- Familiarity with M&A and Equity Capital Markets transactions
- Analytical and quantitative problem-solving skills
- Mastery of basic valuation and financial statement analysis
Salary
- Annual base salary between $175,000 and $200,000.
- The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.
Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
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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.
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Find Investment JobsInvestment H-1B Visa: 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.
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