H-1B Visa Senior Quantitative Researcher Jobs
Senior Quantitative Researcher roles sit squarely within H-1B specialty occupation criteria, requiring at least a bachelor's degree in mathematics, statistics, financial engineering, or a directly related quantitative field. Hedge funds, asset managers, and tech firms with active LCA filing histories are your strongest targets for H-1B sponsorship in this discipline.
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The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.
The Role:
The Portfolio Manager & Senior Quantitative Researcher will join the Systematic Strategies team in the Investment Management group. This experienced investment professional is responsible for contributing to the development, implementation, and management of systematic equity strategies globally. This includes, but is not limited to, ideas generation, strategy design, portfolio construction, risk management, cash-flow and corporate actions management, and compliance. In this position, the senior quantitative researcher / portfolio manager is expected to play a leading role within the team and be able to interact with clients, prospects, and senior management across various departments. This role requires a person who demonstrates excellent quantitative analytical skills, a track record for cutting-edge research, and significant experience in day-to-day management of systematic equity strategies.
Responsibilities:
- Lead and work alongside other team members to build and enhance systematic strategies across all steps of the investment process, including ideas generation, strategy design, portfolio construction and implementation.
- Discover, evaluate, use alternative/new data sources to build novel systematic strategies.
- Partner with operations and trading team to oversee day-to-day management of all aspects of systematic strategies implementation including trading, compliance, managing of daily cash flows and corporate actions.
- Work with leading-edge portfolio construction technology and optimization techniques to construct portfolios as a portfolio building blocks or standalone strategies.
- Communicate systematic strategies performance and attribution, market environment and outlook to internal and external groups including clients and prospects.
Requirements
- 8+ years of progressive hands-on systematic investing experience including quantitative research and portfolio management, preferably with focus in equity.
- Significant experience in statistical modelling of large data sets and solid understanding of multi-factor models, portfolio construction, optimization, backtesting and scenario analysis.
- Strong quantitative skills with solid understanding of statistics (e.g. panel data analysis, time-series analysis, machine-learning), fundamental analysis, and accounting. Familiarity with equity databases (e.g., FactSet), and optimization softwares (e.g. Axioma).
- Proficiency in programming language(s) (Python, R, or Matlab) and database management software (e.g., SQL).
- Outstanding oral and written communication skills, with experience producing high quality materials for clients, prospects, and publications.
- Proven ability to take investment-related research from idea origination to implementation. Evidence of ability to create alpha through deployment of quantitative systematic strategies.
- Advanced degree in a quantitative discipline; Ph.D. preferred.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
- Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
- Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
- Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$195,600.00 - 352,075.00 USD Annual Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
The Area:
The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.
The Role:
The Portfolio Manager & Senior Quantitative Researcher will join the Systematic Strategies team in the Investment Management group. This experienced investment professional is responsible for contributing to the development, implementation, and management of systematic equity strategies globally. This includes, but is not limited to, ideas generation, strategy design, portfolio construction, risk management, cash-flow and corporate actions management, and compliance. In this position, the senior quantitative researcher / portfolio manager is expected to play a leading role within the team and be able to interact with clients, prospects, and senior management across various departments. This role requires a person who demonstrates excellent quantitative analytical skills, a track record for cutting-edge research, and significant experience in day-to-day management of systematic equity strategies.
Responsibilities:
- Lead and work alongside other team members to build and enhance systematic strategies across all steps of the investment process, including ideas generation, strategy design, portfolio construction and implementation.
- Discover, evaluate, use alternative/new data sources to build novel systematic strategies.
- Partner with operations and trading team to oversee day-to-day management of all aspects of systematic strategies implementation including trading, compliance, managing of daily cash flows and corporate actions.
- Work with leading-edge portfolio construction technology and optimization techniques to construct portfolios as a portfolio building blocks or standalone strategies.
- Communicate systematic strategies performance and attribution, market environment and outlook to internal and external groups including clients and prospects.
Requirements
- 8+ years of progressive hands-on systematic investing experience including quantitative research and portfolio management, preferably with focus in equity.
- Significant experience in statistical modelling of large data sets and solid understanding of multi-factor models, portfolio construction, optimization, backtesting and scenario analysis.
- Strong quantitative skills with solid understanding of statistics (e.g. panel data analysis, time-series analysis, machine-learning), fundamental analysis, and accounting. Familiarity with equity databases (e.g., FactSet), and optimization softwares (e.g. Axioma).
- Proficiency in programming language(s) (Python, R, or Matlab) and database management software (e.g., SQL).
- Outstanding oral and written communication skills, with experience producing high quality materials for clients, prospects, and publications.
- Proven ability to take investment-related research from idea origination to implementation. Evidence of ability to create alpha through deployment of quantitative systematic strategies.
- Advanced degree in a quantitative discipline; Ph.D. preferred.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
- Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
- Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
- Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$195,600.00 - 352,075.00 USD Annual Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Senior Quantitative Researcher
Align your degree to the role
USCIS scrutinizes whether your specific degree field matches the quantitative research role. A degree in applied mathematics, financial engineering, or statistics maps cleanly. A general business degree won't, even if you've worked in quant roles for years.
Search LCA filings for quant employers
Use Migrate Mate to filter employers by H-1B LCA filings for quantitative research job titles. DOL Labor Condition Application disclosure data shows which firms have actually sponsored this role, not just which ones say they're open to it.
Pull prevailing wage before salary talks
Run your target job's SOC code through the OFLC Wage Search before any compensation negotiation. Your employer must certify the offered wage meets the prevailing wage on the LCA, so knowing Level III or IV thresholds lets you benchmark offers accurately.
Verify the role qualifies under O*NET
Check the O*NET profile for your specific quant research title to confirm it's classified as a Job Zone 4 or 5 specialty occupation. Officers sometimes issue RFEs for roles where the degree requirement isn't clearly documented in the official classification.
Request an employer's cap-exempt status upfront
Some quant research roles at universities, nonprofits attached to research institutions, or government-affiliated labs are cap-exempt, meaning no lottery. Ask whether the organization qualifies under INA Section 214(g)(5) before assuming you need to enter the annual registration.
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Find Senior Quantitative Researcher JobsSenior Quantitative Researcher H-1B Visa: Frequently Asked Questions
Does a Senior Quantitative Researcher role qualify as an H-1B specialty occupation?
Yes, Senior Quantitative Researcher consistently qualifies as a specialty occupation because the role requires at minimum a bachelor's degree in a directly related quantitative field such as mathematics, statistics, physics, or financial engineering. USCIS evaluates whether the specific degree field aligns with the role's duties, so employers should document that requirement clearly in the LCA and I-129 petition to reduce RFE risk.
Which employers most actively sponsor H-1B visas for quantitative researchers?
Hedge funds, proprietary trading firms, large asset managers, and quantitative-heavy tech companies account for the majority of H-1B LCA filings for this role. You can browse verified employers with active quant research filings on Migrate Mate, which surfaces DOL Labor Condition Application data so you can see sponsorship history before applying.
Can my employer use premium processing for an H-1B Senior Quantitative Researcher petition?
Yes. Employers can file Form I-907 to request premium processing, which requires USCIS to act on the petition within 15 business days. For time-sensitive quant research hires, especially at hedge funds with specific project start dates, premium processing is common. It doesn't affect approval odds, only processing speed.
What happens if my H-1B lottery registration isn't selected?
If your registration isn't selected, you have several options depending on your current status. F-1 holders may extend on STEM OPT if they haven't exhausted the 24-month extension. O-1A visas are a realistic path for senior quant researchers with publications, patents, or documented high compensation. Some quant roles at universities or affiliated research nonprofits are cap-exempt and bypass the lottery entirely.
How does prevailing wage affect H-1B sponsorship for this role?
Your employer must certify on the LCA that your offered salary meets or exceeds the DOL prevailing wage for your job title, level, and work location. Senior Quantitative Researcher typically maps to a Level III or Level IV wage tier, which reflects senior or fully competent experience. Use the OFLC Wage Search to verify the applicable threshold for your metro area before finalizing your offer.
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