H-1B Visa Portfolio Manager Jobs
Portfolio Manager roles qualify for H-1B visa sponsorship as specialty occupations requiring at least a bachelor's degree in finance, economics, or a related field. Employers in asset management, banking, and insurance regularly file H-1B petitions for this role, with the annual cap and October 1 start date shaping your hiring timeline.
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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 an Underwriting Portfolio Manager 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:
- Responsible for preparing credit presentations for new and renewal loan requests, analyzing and spreading financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, and monitoring credit performance.
- Managing of covenants, credit risk grades, past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, various reports, etc.
- Serves as a secondary point of contact for client relationships.
- Responsible for helping expand, build and maintain client relationships, providing the highest level of customer service.
- Perform other duties as required.
Qualifications
- Typically requires a bachelor’s degree in Business, Finance or a related field and 4+ years’ experience with commercial or corporate loans, spreading financial statements, or other directly related experience.
- An equivalent combination of education and experience may meet qualifications.
- Local candidates strongly preferred.
- Knowledge of commercial C&I or corporate loans, credit and/or related lending processes and procedures is required.
- Knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.
- Good oral and written communication skills internally and externally to assist with creating the loan presentations and with seeking approval of loan requests.
- Analytical skills needed for lease approvals, credit analysis and underwriting. Good organizational and problem resolution skills.
- PC skills required. Other duties as assigned.
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 an Underwriting Portfolio Manager 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:
- Responsible for preparing credit presentations for new and renewal loan requests, analyzing and spreading financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, and monitoring credit performance.
- Managing of covenants, credit risk grades, past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, various reports, etc.
- Serves as a secondary point of contact for client relationships.
- Responsible for helping expand, build and maintain client relationships, providing the highest level of customer service.
- Perform other duties as required.
Qualifications
- Typically requires a bachelor’s degree in Business, Finance or a related field and 4+ years’ experience with commercial or corporate loans, spreading financial statements, or other directly related experience.
- An equivalent combination of education and experience may meet qualifications.
- Local candidates strongly preferred.
- Knowledge of commercial C&I or corporate loans, credit and/or related lending processes and procedures is required.
- Knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.
- Good oral and written communication skills internally and externally to assist with creating the loan presentations and with seeking approval of loan requests.
- Analytical skills needed for lease approvals, credit analysis and underwriting. Good organizational and problem resolution skills.
- PC skills required. Other duties as assigned.
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 405+ H-1B Visa Portfolio Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Portfolio Manager Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Portfolio Manager
Align your degree to the role
USCIS requires your degree to directly relate to portfolio management. A finance, economics, or investment management degree strengthens your case. If your degree is in a tangential field, gather course transcripts showing quantitative coursework to support the specialty occupation argument.
Target asset managers with LCA history
Search DOL Labor Condition Application filings for 'portfolio manager' job titles before applying. Firms that have certified LCAs for this role recently have an established sponsorship workflow, which reduces delays and signals genuine willingness to file on your behalf.
Use Migrate Mate to find verified sponsors
Filter your job search on Migrate Mate to surface employers with confirmed H-1B filing history for Portfolio Manager roles. This focuses your applications on firms that have already navigated the sponsorship process for this specific position.
Request premium processing early in negotiations
Standard USCIS processing can run several months, which creates risk around your employment start date. Ask your prospective employer during offer negotiation whether they'll elect premium processing, which reduces USCIS adjudication to 15 business days for an additional fee they typically cover.
Verify the prevailing wage before accepting an offer
Your employer must certify your salary meets the DOL prevailing wage for your job title and work location. Run the OFLC Wage Search for your SOC code and metro area to confirm the offered salary clears Level I through Level IV thresholds before you sign.
Understand the cap-gap if you're on OPT
If you're on F-1 OPT when your H-1B is selected in the lottery, the cap-gap provision extends your work authorization through September 30. Confirm your employer files the I-129 petition before your OPT expires so the cap-gap protection activates without interruption.
H-1B Visa Portfolio Manager: Frequently Asked Questions
Does a Portfolio Manager role qualify for H-1B sponsorship?
Yes. Portfolio Manager is a specialty occupation under H-1B rules because the position typically requires at least a bachelor's degree in finance, economics, accounting, or a closely related field. USCIS evaluates whether the specific job duties and employer requirements support the specialty occupation standard, so a well-documented job description and degree match are both important.
Which types of employers most commonly sponsor H-1B visas for Portfolio Managers?
Asset management firms, investment banks, insurance companies, pension funds, and endowments are the most active H-1B sponsors for this role. Some of these employers are cap-exempt if affiliated with qualifying nonprofit research organizations, which means they can file H-1B petitions outside the annual lottery window. Browse Migrate Mate to find employers with verified filing history for Portfolio Manager positions.
How does the H-1B lottery affect my timeline for starting a Portfolio Manager job?
Registrations open each March, and selected petitions have an employment start date of October 1 at the earliest. If you're selected, your employer files the full I-129 petition after selection. Plan your job search to allow for this timeline, particularly if your current work authorization expires before October 1, and discuss the cap-gap provision with your employer if you're on OPT.
What happens to my H-1B status if I switch employers or move to a different fund?
Switching to a new employer requires the new employer to file a fresh H-1B petition on your behalf before your first day. Because Portfolio Manager roles are typically at one firm and your H-1B is tied to that petitioner, you can't simply transfer authorization. The new petition is subject to H-1B portability rules under AC21 if you've held H-1B status for at least 180 days and the new role is in a same or similar occupational classification.
Can a Portfolio Manager role qualify for an O*NET-based specialty occupation determination?
Yes. The O*NET occupation profile for financial managers and portfolio managers shows a job zone requiring substantial preparation, including a four-year degree. USCIS adjudicators sometimes reference O*NET data when evaluating specialty occupation status, so pointing to the O*NET profile for your specific role category can support an employer's petition documentation, especially when responding to a Request for Evidence.