H-1B Visa Investment Operations Analyst Jobs
H-1B visa jobs for Investment Operations Analyst roles are a strong fit for the specialty occupation standard, as the position requires a bachelor's degree in finance, accounting, economics, or a closely related field. Employers file an LCA and I-129 petition on your behalf, covering trade settlement, reconciliation, and portfolio accounting functions.
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Get Access To All JobsINTRODUCTION
We provide a foundation of stability and predictability that gives employees the confidence to succeed.
Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.
Along the way, we’ve been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $15 billion.
Today the Berkley brand comprises 60 businesses worldwide and is divided into two segments: Insurance and Reinsurance and Monoline Excess. Led by Chairman, President and Chief Executive Officer, W. Robert Berkley, Jr., W. R. Berkley Corporation is well positioned for long-term success and future growth. The Company is an equal employment opportunity employer.
ROLE AND RESPONSIBILITIES
Berkley Dean & Company, Inc., the investment management subsidiary of W. R. Berkley Corporation, is seeking an Investment Operations Analyst with up to two years of relevant experience to join our team. Berkley Dean manages a multi-billion-dollar global investment portfolio across fixed income, equities, alternative investments, and externally managed funds.
This role offers exposure well beyond traditional entry-level investment operations. Working as part of a small, collaborative team, the analyst will have meaningful interaction with portfolio managers, research analysts, brokers, custodians, and investment accounting professionals and will contribute to a wide range of operational and analytical activities. The analyst will gain hands-on experience with industry-leading platforms such as Bloomberg, Aladdin, and Databricks, while participating in investment strategy meetings and observing real-world investment discussions. It is an outstanding opportunity for someone looking to develop strong operational, analytical, and technical skills while gaining a comprehensive understanding of the investment process.
Key Functions/Duties of Position:
- Coordinate the confirmation, settlement, and ongoing monitoring of investment transactions across multiple asset classes.
- Utilize Bloomberg, Aladdin, Databricks, and AI-powered solutions to transform data into actionable insights, improve reporting, strengthen operational controls, automate manual processes, and increase overall efficiency across the investment operations function.
- Monitor custodian activity, including corporate actions, income payments, and settlement exceptions.
- Reconcile cash balances and transactions against custodian records and internal systems.
- Produce portfolio, operational, regulatory, and management reporting.
- Investigate and resolve discrepancies related to cash, securities, income, and trade activity.
- Communicate regularly with brokers, custodians, and internal stakeholders to facilitate efficient operations and resolve issues.
- Support ad-hoc analyses, reporting requests, and process improvement initiatives.
BASIC QUALIFICATIONS
Education Requirement: Bachelor's degree required.
Qualifications
The ideal candidate is highly organized, analytical, and detail-oriented, with a strong desire to learn and develop within the investment management industry. Success in this role requires an investigative mindset, strong problem-solving skills and analytical abilities, and the ability to manage multiple priorities in a dynamic environment.
- One to two years of relevant professional experience.
- Strong technical aptitude and proficiency with Microsoft Office, particularly Excel.
- Strong verbal and written communication skills.
- Experience with Bloomberg, Aladdin, Databricks, and AI-powered solutions a plus.
COMPENSATION
- Salary Range - $70K to $85K, dependent on experience, knowledge, and education.
Berkley is committed to offering comprehensive and competitive employee health benefits that help our employees stay healthy, feel secure and maintain a work/life balance. We offer Medical, Dental, Vision, Flexible Spending Account, Health Savings Account and a Health Reimbursement Arrangement. We support our employees in planning for their current and future security by offering Short & Long Term Disability, 401(k)/Profit Sharing/Employee Stock Purchase Plan, Life/Accidental Death & Dismemberment/Travel and Additional Life Insurance. We want our employees to live productive and fulfilling lives. We promote work-life balance and personal wellness by providing an Employee Assistance Program, Paid Time Off (Vacation/Sick/Holidays) and encouraging employees to participate in our groups wellness program. We take risk management excellence and your professional growth and ongoing development seriously by offering industry-related education and exams along with industry-related tuition assistance.
INTRODUCTION
We provide a foundation of stability and predictability that gives employees the confidence to succeed.
Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.
Along the way, we’ve been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $15 billion.
Today the Berkley brand comprises 60 businesses worldwide and is divided into two segments: Insurance and Reinsurance and Monoline Excess. Led by Chairman, President and Chief Executive Officer, W. Robert Berkley, Jr., W. R. Berkley Corporation is well positioned for long-term success and future growth. The Company is an equal employment opportunity employer.
ROLE AND RESPONSIBILITIES
Berkley Dean & Company, Inc., the investment management subsidiary of W. R. Berkley Corporation, is seeking an Investment Operations Analyst with up to two years of relevant experience to join our team. Berkley Dean manages a multi-billion-dollar global investment portfolio across fixed income, equities, alternative investments, and externally managed funds.
This role offers exposure well beyond traditional entry-level investment operations. Working as part of a small, collaborative team, the analyst will have meaningful interaction with portfolio managers, research analysts, brokers, custodians, and investment accounting professionals and will contribute to a wide range of operational and analytical activities. The analyst will gain hands-on experience with industry-leading platforms such as Bloomberg, Aladdin, and Databricks, while participating in investment strategy meetings and observing real-world investment discussions. It is an outstanding opportunity for someone looking to develop strong operational, analytical, and technical skills while gaining a comprehensive understanding of the investment process.
Key Functions/Duties of Position:
- Coordinate the confirmation, settlement, and ongoing monitoring of investment transactions across multiple asset classes.
- Utilize Bloomberg, Aladdin, Databricks, and AI-powered solutions to transform data into actionable insights, improve reporting, strengthen operational controls, automate manual processes, and increase overall efficiency across the investment operations function.
- Monitor custodian activity, including corporate actions, income payments, and settlement exceptions.
- Reconcile cash balances and transactions against custodian records and internal systems.
- Produce portfolio, operational, regulatory, and management reporting.
- Investigate and resolve discrepancies related to cash, securities, income, and trade activity.
- Communicate regularly with brokers, custodians, and internal stakeholders to facilitate efficient operations and resolve issues.
- Support ad-hoc analyses, reporting requests, and process improvement initiatives.
BASIC QUALIFICATIONS
Education Requirement: Bachelor's degree required.
Qualifications
The ideal candidate is highly organized, analytical, and detail-oriented, with a strong desire to learn and develop within the investment management industry. Success in this role requires an investigative mindset, strong problem-solving skills and analytical abilities, and the ability to manage multiple priorities in a dynamic environment.
- One to two years of relevant professional experience.
- Strong technical aptitude and proficiency with Microsoft Office, particularly Excel.
- Strong verbal and written communication skills.
- Experience with Bloomberg, Aladdin, Databricks, and AI-powered solutions a plus.
COMPENSATION
- Salary Range - $70K to $85K, dependent on experience, knowledge, and education.
Berkley is committed to offering comprehensive and competitive employee health benefits that help our employees stay healthy, feel secure and maintain a work/life balance. We offer Medical, Dental, Vision, Flexible Spending Account, Health Savings Account and a Health Reimbursement Arrangement. We support our employees in planning for their current and future security by offering Short & Long Term Disability, 401(k)/Profit Sharing/Employee Stock Purchase Plan, Life/Accidental Death & Dismemberment/Travel and Additional Life Insurance. We want our employees to live productive and fulfilling lives. We promote work-life balance and personal wellness by providing an Employee Assistance Program, Paid Time Off (Vacation/Sick/Holidays) and encouraging employees to participate in our groups wellness program. We take risk management excellence and your professional growth and ongoing development seriously by offering industry-related education and exams along with industry-related tuition assistance.
See all 62+ H-1B Visa Investment Operations Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Investment Operations Analyst Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as an Investment Operations Analyst
Map your degree to SOC codes
Investment Operations Analyst roles map to SOC code 13-2099 or 13-2051 depending on duties. Pull the O*NET profile for your closest match and confirm your degree field aligns before applying, since USCIS will scrutinize the degree-to-role connection in your petition.
Verify prevailing wage before negotiating
Run your target city and SOC code through the OFLC Wage Search before salary discussions begin. Your offer must meet the Level I-IV prevailing wage the employer certifies on the LCA, so knowing the floor prevents surprises after the petition is filed.
Target asset managers and custodian banks
Find Investment Operations Analyst roles at employers with active H-1B visa LCA filing history by searching Migrate Mate. Custodian banks, fund administrators, and registered investment advisers file consistently and have established immigration counsel, reducing petition risk for specialized operations roles.
Confirm each worksite gets its own LCA
If your role involves client sites, a fund office, or a secondary location, your employer must file a certified LCA for each worksite before you work there. Raise this with HR early, especially if the role lists hybrid or multi-office responsibilities in the job description.
Request premium processing before onboarding
USCIS premium processing cuts adjudication to 15 business days. For investment operations roles with structured onboarding cycles tied to fund accounting close periods, missing a start date carries real operational cost. Ask your employer to include premium processing in the petition budget upfront.
Build a specialty occupation evidence file
Gather your transcripts, any CFA or CAIA progress documentation, and a job description that lists degree-required duties like NAV calculation, derivatives reconciliation, or regulatory reporting. USCIS may issue an RFE on specialty occupation, and this file is what resolves it.
H-1B Visa Investment Operations Analyst: Frequently Asked Questions
Does an Investment Operations Analyst role qualify as a specialty occupation for H-1B?
Yes, the role typically qualifies when the job description requires a bachelor's degree or higher in finance, accounting, economics, or a related quantitative field. Duties like NAV reconciliation, trade settlement oversight, and regulatory reporting consistently reflect degree-level work. Employers should ensure the job posting specifies the required degree field, not just a preferred one, to withstand USCIS scrutiny.
Which employers commonly sponsor H-1B visas for investment operations roles?
Custodian banks, fund administrators, prime brokers, and registered investment advisers are the most active H-1B sponsors for investment operations positions. These firms process high volumes of fund accounting, reconciliation, and compliance work that requires degree-level financial expertise. Browse employers with verified H-1B LCA filing history by role on Migrate Mate before targeting your applications.
What documents should I prepare before my employer files the H-1B petition?
Gather official transcripts showing your finance, accounting, or economics degree, your current resume emphasizing technical duties like derivatives reconciliation or fund accounting, any professional certifications such as CFA Level progress, and a copy of your current immigration status documents. Your employer's immigration counsel will also need a detailed job description that explicitly ties each core duty to degree-level requirements.
How does the LCA process work for an investment operations position?
Your employer files a Labor Condition Application with DOL before submitting your I-129 petition to USCIS. The LCA certifies the offered wage meets the prevailing wage for your SOC code and work location. DOL typically certifies LCAs within seven business days. If your role involves working at a client site or a second office, a separate certified LCA is required for each worksite.
Can I switch employers while on H-1B status in an investment operations role?
Yes, H-1B portability under AC21 lets you start with a new employer once your new I-129 petition is filed, without waiting for approval, provided your current H-1B was approved and you've maintained lawful status. Your new employer must file a fresh LCA for the new worksite and an I-129 that covers your specific investment operations duties. H-1B status is granted in three-year increments up to a six-year maximum.