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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We are seeking a level 3 Associate to join our Investment Funds practice, focusing on private funds and institutional investors. The role will involve working with leading international fund sponsors and large global investors on a broad range of private fund formations, primary and secondary investments, and related regulatory and investment management matters.
The successful candidate will work on sophisticated domestic and cross-border mandates involving private equity, real assets and other alternative investment strategies, including structuring and documenting private funds, advising on investments into funds, and supporting clients on ongoing operational, governance and regulatory issues. The practice offers the opportunity to work closely with partners recognized as leading practitioners in fund formation and investor representation, and to develop market-leading experience in both sponsor-side and investor-side work.
Associates in our group gain meaningful responsibility from an early stage, work directly with partners and clients, and are involved in matters spanning North America, EMEA and APAC. Our team values collaboration, excellence and professional development and fosters a supportive, in-person office culture that emphasizes learning, mentorship and long-term career progression within a top-tier global private funds platform.
Duties and Accountabilities
- Advise investment managers with respect to fund formation and capital raising activities, draft fund documents, assist with investor negotiations and the documentation of side letters and similar arrangements
- Assist investment managers, partners, and institutional investors with respect to “GP stakes” transactions and seeding arrangements and the structuring of investment management firms.
- Advise secondary buyers and sellers of interests in private investment funds and private asset portfolios.
- Advise institutional investors with respect to investments in private funds, co-investments and related transactions.
- Draft, review and negotiate transaction documentation, including registration statements, prospectuses, underwriting agreements, securities purchase agreements and offering memoranda.
- Support public company clients with ongoing SEC reporting and disclosure matters, including periodic reports, current reports, proxy materials and SEC comment responses.
- Support institutional investors and their representatives with SEC reporting and disclosure matters.
- Take ownership of key aspects of transactions, managing drafting processes and coordinating execution with partners, clients, opposing counsel and internal teams.
- Work on investment management–adjacent M&A and strategic transactions, including tender and exchange offers, acquisitions, divestitures, business combinations, joint ventures and strategic collaborations involving investment managers and other regulated financial institutions.
- Collaborate closely with colleagues across finance, tax, regulatory, intellectual property and M&A practices to deliver integrated, business-focused solutions.
- Develop into a trusted advisor by gaining a strong understanding of both the legal and commercial aspects of transactions.
Qualifications
- Juris Doctor (JD) degree (or LL.M./foreign equivalent) from an accredited law school.
- Admission to the New York Bar (or eligibility to become admitted) and in good standing.
- Approximately 3 years of relevant experience (level 3) in private funds, investment management or related transactional work at a leading law firm or in-house.
- Experience advising on private fund formation and/or institutional investments into private funds, including familiarity with primary and secondary transactions.
- Demonstrated interest in and familiarity with regulatory and marketing issues affecting private funds and investment managers, including US and cross-border considerations.
- Strong drafting, analytical and negotiation skills, with the ability to handle complex documentation and competing workstreams.
- Commercial awareness and the ability to understand and articulate the broader business and strategic context of fund and investor mandates.
- Strong communication, organization and time-management skills, with the ability to manage multiple matters efficiently and perform well under pressure.
- Client-service oriented, collaborative and proactive, with enthusiasm for working with international clients and cross-border teams.
- Driven by professional growth and long-term interest in private funds and investment management.
- Fluency in English; prior experience with international clients or cross-border work is a plus.
Salary Range: $US225,000 - $US260,000
This role reports to
Partner
Equal Opportunities
White & Case is an Equal Employment Opportunity (EEO) employer and is committed to creating a fair workplace. It is our Firm’s policy to recruit, employ, train, compensate and promote without regard to race, color, religion, creed, national origin, age, gender, sexual orientation, marital status, military or veteran status, disability, genetic information, or any other category protected by applicable law.
Applicants who are interested in applying for a position and require an accommodation during the process should contact talent.acquisition@whitecase.com.
Benefits at White & Case
White & Case LLP offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, vacation time, and leave programs (including parental leave). Exempt roles are also performance bonus eligible.
The Firm may modify and amend any job description at any time in its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment.
The above is only a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties.
Note to Recruitment Agencies
Our internal Recruitment team manages all aspects of lateral hiring. All agencies must have signed terms of business—specific to the relevant office—before submitting any candidates. CVs or applications sent directly to White & Case partners or employees will also not be considered formal introductions. If you have questions, please contact the relevant Recruitment team. We work with our preferred suppliers when engaging agencies.
Position Summary
We are seeking a level 3 Associate to join our Investment Funds practice, focusing on private funds and institutional investors. The role will involve working with leading international fund sponsors and large global investors on a broad range of private fund formations, primary and secondary investments, and related regulatory and investment management matters.
The successful candidate will work on sophisticated domestic and cross-border mandates involving private equity, real assets and other alternative investment strategies, including structuring and documenting private funds, advising on investments into funds, and supporting clients on ongoing operational, governance and regulatory issues. The practice offers the opportunity to work closely with partners recognized as leading practitioners in fund formation and investor representation, and to develop market-leading experience in both sponsor-side and investor-side work.
Associates in our group gain meaningful responsibility from an early stage, work directly with partners and clients, and are involved in matters spanning North America, EMEA and APAC. Our team values collaboration, excellence and professional development and fosters a supportive, in-person office culture that emphasizes learning, mentorship and long-term career progression within a top-tier global private funds platform.
Duties and Accountabilities
- Advise investment managers with respect to fund formation and capital raising activities, draft fund documents, assist with investor negotiations and the documentation of side letters and similar arrangements
- Assist investment managers, partners, and institutional investors with respect to “GP stakes” transactions and seeding arrangements and the structuring of investment management firms.
- Advise secondary buyers and sellers of interests in private investment funds and private asset portfolios.
- Advise institutional investors with respect to investments in private funds, co-investments and related transactions.
- Draft, review and negotiate transaction documentation, including registration statements, prospectuses, underwriting agreements, securities purchase agreements and offering memoranda.
- Support public company clients with ongoing SEC reporting and disclosure matters, including periodic reports, current reports, proxy materials and SEC comment responses.
- Support institutional investors and their representatives with SEC reporting and disclosure matters.
- Take ownership of key aspects of transactions, managing drafting processes and coordinating execution with partners, clients, opposing counsel and internal teams.
- Work on investment management–adjacent M&A and strategic transactions, including tender and exchange offers, acquisitions, divestitures, business combinations, joint ventures and strategic collaborations involving investment managers and other regulated financial institutions.
- Collaborate closely with colleagues across finance, tax, regulatory, intellectual property and M&A practices to deliver integrated, business-focused solutions.
- Develop into a trusted advisor by gaining a strong understanding of both the legal and commercial aspects of transactions.
Qualifications
- Juris Doctor (JD) degree (or LL.M./foreign equivalent) from an accredited law school.
- Admission to the New York Bar (or eligibility to become admitted) and in good standing.
- Approximately 3 years of relevant experience (level 3) in private funds, investment management or related transactional work at a leading law firm or in-house.
- Experience advising on private fund formation and/or institutional investments into private funds, including familiarity with primary and secondary transactions.
- Demonstrated interest in and familiarity with regulatory and marketing issues affecting private funds and investment managers, including US and cross-border considerations.
- Strong drafting, analytical and negotiation skills, with the ability to handle complex documentation and competing workstreams.
- Commercial awareness and the ability to understand and articulate the broader business and strategic context of fund and investor mandates.
- Strong communication, organization and time-management skills, with the ability to manage multiple matters efficiently and perform well under pressure.
- Client-service oriented, collaborative and proactive, with enthusiasm for working with international clients and cross-border teams.
- Driven by professional growth and long-term interest in private funds and investment management.
- Fluency in English; prior experience with international clients or cross-border work is a plus.
Salary Range: $US225,000 - $US260,000
This role reports to
Partner
Equal Opportunities
White & Case is an Equal Employment Opportunity (EEO) employer and is committed to creating a fair workplace. It is our Firm’s policy to recruit, employ, train, compensate and promote without regard to race, color, religion, creed, national origin, age, gender, sexual orientation, marital status, military or veteran status, disability, genetic information, or any other category protected by applicable law.
Applicants who are interested in applying for a position and require an accommodation during the process should contact talent.acquisition@whitecase.com.
Benefits at White & Case
White & Case LLP offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, vacation time, and leave programs (including parental leave). Exempt roles are also performance bonus eligible.
The Firm may modify and amend any job description at any time in its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment.
The above is only a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties.
Note to Recruitment Agencies
Our internal Recruitment team manages all aspects of lateral hiring. All agencies must have signed terms of business—specific to the relevant office—before submitting any candidates. CVs or applications sent directly to White & Case partners or employees will also not be considered formal introductions. If you have questions, please contact the relevant Recruitment team. We work with our preferred suppliers when engaging agencies.
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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.