H-1B Visa Investment Associate Jobs
Investment Associate roles at private equity firms, venture capital funds, and asset managers regularly appear on H-1B visa sponsorship lists. Strong financial modeling skills, a relevant bachelor's or master's degree, and demonstrated deal experience are the credentials that move H-1B candidates to the front of the pipeline at firms with active LCA filing history.
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At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job Responsibilities
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
Required Qualifications, Capabilities, And Skills
- A valid and active Series 7 license is required or may be obtained within 120 days condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Job Description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job Responsibilities
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
Required Qualifications, Capabilities, And Skills
- A valid and active Series 7 license is required or may be obtained within 120 days condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
See all 1,168+ H-1B Visa Investment Associate Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Investment Associate Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as an Investment Associate
Verify your degree supports specialty occupation
Investment Associate petitions require a degree in finance, economics, accounting, or a closely related field. Check the O*NET occupation profile for this role to confirm your credential maps to the specialty occupation definition USCIS applies during adjudication.
Target firms with consistent LCA filing history
Search Migrate Mate to filter Investment Associate roles by employers with verified H-1B LCA filings. Firms that file repeatedly are operationally set up to sponsor, reducing the risk of an offer collapsing over internal HR hesitation.
Time your job search around the H-1B cap calendar
USCIS opens H-1B registrations in March for an October 1 start. If you're on OPT, align your offer timeline so your employer can file before the registration window closes. Missing it pushes your start date back a full year.
Confirm your employer will cover mandatory filing fees
Employers, not employees, are legally required to pay the I-129 petition and ACWIA training fees under DOL regulations. Get written confirmation before signing an offer letter that these costs won't be passed to you.
Use the OFLC Wage Search to benchmark your offer
Your employer's LCA must certify a wage at or above the DOL prevailing wage for your occupation code and work location. Run the OFLC Wage Search before negotiations so you know the floor and can identify whether an offer is compliant.
Request premium processing if your start date is firm
USCIS offers premium processing for I-129 petitions, returning a decision within 15 business days. If your offer has a hard start date tied to a deal cycle or analyst cohort, ask your employer to elect premium processing when filing.
H-1B Visa Investment Associate: Frequently Asked Questions
Does an Investment Associate role qualify as a specialty occupation for H-1B purposes?
Yes, Investment Associate roles typically qualify because they require at least a bachelor's degree in finance, economics, accounting, or a related field as a normal minimum. USCIS evaluates each petition individually, so your employer's job description must clearly tie the daily duties to that specialized body of knowledge. Vague descriptions that suggest any business degree will do can generate a Request for Evidence.
Which types of employers most commonly sponsor H-1B visas for Investment Associates?
Private equity firms, venture capital funds, investment banks, asset managers, and hedge funds are the most frequent sponsors. Larger institutions with dedicated HR and legal teams file H-1B petitions routinely and have established processes. Smaller boutique funds may be willing but lack infrastructure, so it's worth confirming their experience before accepting an offer. Use Migrate Mate to search by employer and see verified LCA filing history for this specific role.
Can I work as an Investment Associate on OPT while waiting for my H-1B to be approved?
Yes. If you're on F-1 OPT and your employer files your H-1B petition before your OPT expires, the cap-gap rule extends your work authorization through September 30 of that year. If selected in the lottery and the petition is approved, you're covered through October 1 when H-1B status begins. STEM OPT holders get a longer runway, which gives more buffer if your OPT end date falls before the October start.
What financial modeling or credentialing documents should I have ready before applying?
Beyond transcripts and degree certificates, investment-focused employers expect to see evidence of deal exposure, modeling proficiency, and any relevant credentials like the CFA or CAIA. For H-1B purposes, your employer will also need official transcripts and possibly a credential evaluation if your degree is from outside the U.S. Having a foreign credential evaluation from a NACES-member organization ready in advance speeds up the LCA and petition filing timeline.
How does changing employers affect my H-1B status as an Investment Associate?
H-1B portability under AC21 lets you change employers after your I-140 has been approved for 180 days or more, but for most Investment Associates still in H-1B status without a pending green card application, your new employer must file a transfer petition before your last day. You can start at the new firm once the petition is filed and accepted by USCIS, without waiting for a full approval. Confirm the new employer has H-1B filing experience before resigning.