H-1B Visa Portfolio Analyst Jobs
Portfolio Analyst roles qualify for H-1B visa sponsorship as specialty occupations requiring at least a bachelor's degree in finance, economics, or a related field. Many asset managers, banks, and insurance firms file H-1B petitions for this title. No lottery exemption applies, so timing your offer around the April registration window matters.
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200 Middle Street, Suite 301, Portland Maine
Job Summary
About the Job
Responsible for the design, construction, and ongoing management of investment portfolios aligned with established investment objectives, policies, and fiduciary standards. The role emphasizes portfolio oversight, risk discipline, investment strategy implementation, and reporting rather than direct client advisory activities. Works closely with internal relationship managers, investment partners, and oversight teams to support portfolio solutions, reporting needs, and alignment with Wealth Segment strategies. This position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities and may supervise Portfolio Advisor Associates and/or mentor junior portfolio managers. Success in this role is driven by strong investment judgment, disciplined portfolio oversight, accurate reporting, and collaboration across internal teams.
Responsibilities
- Prepare, review, and support reporting for client portfolios and internal strategies, ensuring accuracy, clarity, and alignment with investment policy requirements.
- Collaborate with internal teams to deliver timely and consistent portfolio reporting, analytics, and performance materials.
- Demonstrate strong project management skills across portfolio initiatives, reporting processes, reviews, and process enhancements.
- Construct, review, monitor, and adjust investment portfolios in accordance with approved investment objectives, policies, and investment guidelines.
- Ensure compliance with all internal policies, procedures, and regulatory requirements, including Reg 9 reviews and related compliance and reporting functions.
- Manage portfolios within a fiduciary framework, with an emphasis on risk management and adherence to portfolio guidelines.
- Utilize portfolio management, reporting, and book management tools to support accurate oversight, analysis, and documentation.
- Provide guidance, mentorship, and technical support to less experienced peers; serve as a subject matter resource within the team.
- Lead or contribute to internal team discussions related to portfolio management, reporting, governance, or process improvement initiatives.
- Perform other duties as assigned; responsibilities may evolve based on business needs.
- Comply with all KeyBank policies and procedures, including conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key and its clients.
Education Qualifications
- Bachelor's Degree (required)
- Master's Degree (preferred)
Experience Qualifications
- A minimum of 3 years of related experience (required)
- A strong candidate with less experience can be considered for a junior Portfolio Analyst role.
Licenses and Certifications
- Chartered Financial Analyst (CFA) or other Professional designations (preferred)
Tactical Skills
- Client Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships with and gains their trust and respect.
- Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
- Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.
- Decision Quality - Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.
- Perspective - Looks toward the broadest possible view of an issue/challenge; has broad-ranging personal and business interests and pursuits; can easily pose future scenarios; can think globally; can discuss multiple aspects and impacts of issues and project them into the future.
- Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions: probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers.
- Negotiating - Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing.
- Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and managers; is effective both inside and outside the organization; commands attention and can manage group process during the presentation; can change tactics midstream when something isn’t working.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $57,000.00 - $87,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/16/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
Location:
200 Middle Street, Suite 301, Portland Maine
Job Summary
About the Job
Responsible for the design, construction, and ongoing management of investment portfolios aligned with established investment objectives, policies, and fiduciary standards. The role emphasizes portfolio oversight, risk discipline, investment strategy implementation, and reporting rather than direct client advisory activities. Works closely with internal relationship managers, investment partners, and oversight teams to support portfolio solutions, reporting needs, and alignment with Wealth Segment strategies. This position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities and may supervise Portfolio Advisor Associates and/or mentor junior portfolio managers. Success in this role is driven by strong investment judgment, disciplined portfolio oversight, accurate reporting, and collaboration across internal teams.
Responsibilities
- Prepare, review, and support reporting for client portfolios and internal strategies, ensuring accuracy, clarity, and alignment with investment policy requirements.
- Collaborate with internal teams to deliver timely and consistent portfolio reporting, analytics, and performance materials.
- Demonstrate strong project management skills across portfolio initiatives, reporting processes, reviews, and process enhancements.
- Construct, review, monitor, and adjust investment portfolios in accordance with approved investment objectives, policies, and investment guidelines.
- Ensure compliance with all internal policies, procedures, and regulatory requirements, including Reg 9 reviews and related compliance and reporting functions.
- Manage portfolios within a fiduciary framework, with an emphasis on risk management and adherence to portfolio guidelines.
- Utilize portfolio management, reporting, and book management tools to support accurate oversight, analysis, and documentation.
- Provide guidance, mentorship, and technical support to less experienced peers; serve as a subject matter resource within the team.
- Lead or contribute to internal team discussions related to portfolio management, reporting, governance, or process improvement initiatives.
- Perform other duties as assigned; responsibilities may evolve based on business needs.
- Comply with all KeyBank policies and procedures, including conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key and its clients.
Education Qualifications
- Bachelor's Degree (required)
- Master's Degree (preferred)
Experience Qualifications
- A minimum of 3 years of related experience (required)
- A strong candidate with less experience can be considered for a junior Portfolio Analyst role.
Licenses and Certifications
- Chartered Financial Analyst (CFA) or other Professional designations (preferred)
Tactical Skills
- Client Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships with and gains their trust and respect.
- Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
- Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.
- Decision Quality - Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.
- Perspective - Looks toward the broadest possible view of an issue/challenge; has broad-ranging personal and business interests and pursuits; can easily pose future scenarios; can think globally; can discuss multiple aspects and impacts of issues and project them into the future.
- Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions: probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers.
- Negotiating - Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing.
- Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and managers; is effective both inside and outside the organization; commands attention and can manage group process during the presentation; can change tactics midstream when something isn’t working.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $57,000.00 - $87,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/16/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
See all 207+ H-1B Visa Portfolio Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Portfolio Analyst Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Portfolio Analyst
Verify your degree field matches
USCIS requires a direct relationship between your degree and the Portfolio Analyst role. A finance, economics, statistics, or mathematics degree strengthens your petition. A general business degree may trigger an RFE asking for more documentation.
Target asset managers with LCA history
Use the OFLC Wage Search to find employers who have filed Labor Condition Applications for Portfolio Analyst or related titles. Firms with recent LCA filings have active H-1B infrastructure and are less likely to back out over sponsorship complexity.
Search verified sponsoring employers on Migrate Mate
Migrate Mate filters Portfolio Analyst openings by employers with confirmed H-1B filing history, so you're not cold-applying to firms that don't sponsor. This cuts the time you spend chasing roles that won't move forward.
Align your offer letter to the SOC code
Ask your employer to reference the correct SOC code in your offer letter and LCA filing. Portfolio Analysts typically fall under Financial Analysts in DOL's occupational classifications. A mismatched SOC code can create prevailing wage discrepancies that delay certification.
Register by the March H-1B deadline
USCIS opens H-1B electronic registration in early March each year. Your employer must register you before the deadline closes, usually within a two-week window. Missing it means waiting a full year, so confirm your employer has counsel engaged well before February.
Get your CFA progress documented before filing
If you're pursuing CFA certification, include your level completion letters in the supporting evidence package. Adjudicators reviewing Portfolio Analyst petitions respond well to industry credentials that reinforce the specialty occupation argument alongside your degree.
H-1B Visa Portfolio Analyst: Frequently Asked Questions
Does a Portfolio Analyst role qualify as a specialty occupation for H-1B purposes?
Yes, Portfolio Analyst positions typically qualify because they require at least a bachelor's degree in finance, economics, statistics, or a closely related field. USCIS evaluates whether the specific duties, not just the job title, require theoretical and practical application of highly specialized knowledge. Employers should document that the role cannot be performed without that degree-level background.
How do I find employers who actually sponsor H-1B visas for Portfolio Analyst roles?
Search Migrate Mate to find Portfolio Analyst openings filtered to employers with verified H-1B filing history. You can also cross-reference the OFLC Wage Search, which shows which firms have filed Labor Condition Applications for this title. Focusing on employers with recent LCA activity reduces the risk of pursuing offers from companies unfamiliar with the sponsorship process.
Can I switch Portfolio Analyst employers mid-H-1B without losing my status?
Yes, H-1B portability under AC21 lets you transfer to a new employer once your current H-1B has been approved and you've maintained lawful status. Your new employer files an H-1B transfer petition, and you can begin working as soon as that petition is received by USCIS, before it's approved. The role at the new firm must still qualify as a specialty occupation.
What prevailing wage level applies to Portfolio Analyst positions?
Prevailing wage for Portfolio Analysts is determined by DOL based on the work location, the specific duties, and the O*NET occupational classification assigned to the role. Most entry-level positions fall at wage Level I or II, while senior or lead analyst roles with supervisory scope often land at Level III. Your employer's LCA must certify a wage at or above the applicable DOL level.
Does a Series 65 or CFA designation help my H-1B petition as a Portfolio Analyst?
These credentials strengthen your petition by reinforcing the specialty occupation argument, but they don't replace the degree requirement. USCIS focuses on whether your position requires a specific bachelor's degree, not on professional licenses alone. Including CFA level completions or a Series 65 in your evidence package adds credibility, particularly if your degree field isn't a direct match.