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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Get Access To All JobsAt Zions Bancorporation, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career.
We're looking for a Portfolio Analyst (Commercial Lending) to join our Commercial Lending Services team in Texas. This is an in-office position. The successful candidate will have the skills and experience necessary to meet the following responsibilities and qualifications.
Responsibilities:
- Utilize a compliance monitoring database to ensure timely receipt of customer's financial reporting requirements.
- Complete spreading and risk grading updates, as applicable.
- Complete accurate and consistent covenant testing in accordance with corporate credit policies and loan agreements, as applicable.
- Complete annual relationship reviews.
- (May) Request information from customers.
- Make recommendations and identify red-flag concerns to the Portfolio Managers and Relationship Managers through written documentation and other forms of communication.
- Perform general administrative tasks.
- Other duties as assigned.
Qualifications
- Requires a bachelor’s degree and 2+ years of directly related experience. A combination of education and experience may meet requirements.
- Basic knowledge of loan documentation, administration, and policies/procedures.
- Must be familiar with reading, understanding, and analyzing financial statements.
- Strong analytical skills and attention to detail.
- Ability to identify and resolve exceptions and interpret data.
- Effective verbal, written, and interpersonal communication skills.
- Advanced proficiency in common office software applications.
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
At Zions Bancorporation, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career.
We're looking for a Portfolio Analyst (Commercial Lending) to join our Commercial Lending Services team in Texas. This is an in-office position. The successful candidate will have the skills and experience necessary to meet the following responsibilities and qualifications.
Responsibilities:
- Utilize a compliance monitoring database to ensure timely receipt of customer's financial reporting requirements.
- Complete spreading and risk grading updates, as applicable.
- Complete accurate and consistent covenant testing in accordance with corporate credit policies and loan agreements, as applicable.
- Complete annual relationship reviews.
- (May) Request information from customers.
- Make recommendations and identify red-flag concerns to the Portfolio Managers and Relationship Managers through written documentation and other forms of communication.
- Perform general administrative tasks.
- Other duties as assigned.
Qualifications
- Requires a bachelor’s degree and 2+ years of directly related experience. A combination of education and experience may meet requirements.
- Basic knowledge of loan documentation, administration, and policies/procedures.
- Must be familiar with reading, understanding, and analyzing financial statements.
- Strong analytical skills and attention to detail.
- Ability to identify and resolve exceptions and interpret data.
- Effective verbal, written, and interpersonal communication skills.
- Advanced proficiency in common office software applications.
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
See all 212+ 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.