H-2B Visa Investment Jobs
Investment jobs with H-2B visa sponsorship are available through U.S. firms that hire seasonal analysts, research associates, and client-facing staff for peak periods. Employers must secure DOL labor certification before filing, and the 66,000 annual visa cap fills fast, so early positioning matters.
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Get Access To All JobsINTRODUCTION
We're seeking someone to join our Segment Reporting & Analytics Team as a Vice President in Investment Management Finance (IM Finance) to be involved in financial reporting, analytics, forecasting, and process transformation as it relates to Morgan Stanley private funds managed by Morgan Stanley Investment Management (MSIM).
In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a Vice President level position within the Financial Planning & Analysis (FP&A) job family, which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance. Additional responsibilities include expense allocation. FP&A is a contributor to the Firm's CCAR process. This role is intended to be a highly visible and expansive role which closely and regularly interacts with the segment CFO, private fund business representatives, corporate FP&A, and other corporate functions. Individual in this role will focus on analytics, reporting, and coverage and will work closely with colleagues focused on accounting and controls.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
ROLE AND RESPONSIBILITIES
What you'll do in the role:
- Serve as the key point of contact for MSIM CFO, MSIM business units, and corporate FP&A team on financial metrics related to private businesses (e.g. fund investments, carried interest, fees, expenses, etc).
- Own the design and the production of periodic reporting relating to the Firm’s Private Real Assets, Private Equity, and Credit businesses.
- Own the financial narratives around MSIM’s private fund universe (e.g. financial contribution and key sensitivities around key funds and key investments) and contribute key insights and stories in senior-level discussions.
- Own end‑to‑end quarterly revenue and balance sheet forecasting for Private Real Assets, Private Equity, and Credit businesses, including assumption governance, model oversight, and senior‑level narrative.
- Oversee weekly monitoring of projected investment‑related revenue, proactively identifying risks and emerging trends across public markets, FX, and private valuation assumptions.
- Own quarterly look‑through exposure and stress loss analytics in partnership with Firm Risk, serving as a primary escalation point for key issues.
- Serve as the FP&A lead for new product launches, developing initial Firm forecasts and providing finance sign‑off for the IM New Product Committee.
- Lead cross‑functional efforts to enhance forecasting, reporting, and control processes, improving efficiency, transparency, and analytical rigor.
- Act as a role model and culture carrier, setting standards for analytical quality, control mindset, and professional judgment.
BASIC QUALIFICATIONS
What you'll bring to the role:
- Preferred Bachelor's degree in Finance, Accounting, or a related field.
- Desired 8+ years of work experience.
- Familiarity with Private Equity / Real Estate Fund structures, operations, and distribution waterfall is preferred but not required.
- Desired technical skills in Microsoft Office applications (Excel, Powerpoint, PowerBI) and financial software applications, such as TM1.
- Excellent written and verbal communication skills, and ability to deal with colleagues/clients of all levels.
- Analytical mindset with attention to detail.
- Committed and self-motivated individual who can demonstrate initiative and problem solving abilities.
- Excellent organizational skills and the ability to work to and manage deadlines.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $110,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
INTRODUCTION
We're seeking someone to join our Segment Reporting & Analytics Team as a Vice President in Investment Management Finance (IM Finance) to be involved in financial reporting, analytics, forecasting, and process transformation as it relates to Morgan Stanley private funds managed by Morgan Stanley Investment Management (MSIM).
In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a Vice President level position within the Financial Planning & Analysis (FP&A) job family, which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance. Additional responsibilities include expense allocation. FP&A is a contributor to the Firm's CCAR process. This role is intended to be a highly visible and expansive role which closely and regularly interacts with the segment CFO, private fund business representatives, corporate FP&A, and other corporate functions. Individual in this role will focus on analytics, reporting, and coverage and will work closely with colleagues focused on accounting and controls.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
ROLE AND RESPONSIBILITIES
What you'll do in the role:
- Serve as the key point of contact for MSIM CFO, MSIM business units, and corporate FP&A team on financial metrics related to private businesses (e.g. fund investments, carried interest, fees, expenses, etc).
- Own the design and the production of periodic reporting relating to the Firm’s Private Real Assets, Private Equity, and Credit businesses.
- Own the financial narratives around MSIM’s private fund universe (e.g. financial contribution and key sensitivities around key funds and key investments) and contribute key insights and stories in senior-level discussions.
- Own end‑to‑end quarterly revenue and balance sheet forecasting for Private Real Assets, Private Equity, and Credit businesses, including assumption governance, model oversight, and senior‑level narrative.
- Oversee weekly monitoring of projected investment‑related revenue, proactively identifying risks and emerging trends across public markets, FX, and private valuation assumptions.
- Own quarterly look‑through exposure and stress loss analytics in partnership with Firm Risk, serving as a primary escalation point for key issues.
- Serve as the FP&A lead for new product launches, developing initial Firm forecasts and providing finance sign‑off for the IM New Product Committee.
- Lead cross‑functional efforts to enhance forecasting, reporting, and control processes, improving efficiency, transparency, and analytical rigor.
- Act as a role model and culture carrier, setting standards for analytical quality, control mindset, and professional judgment.
BASIC QUALIFICATIONS
What you'll bring to the role:
- Preferred Bachelor's degree in Finance, Accounting, or a related field.
- Desired 8+ years of work experience.
- Familiarity with Private Equity / Real Estate Fund structures, operations, and distribution waterfall is preferred but not required.
- Desired technical skills in Microsoft Office applications (Excel, Powerpoint, PowerBI) and financial software applications, such as TM1.
- Excellent written and verbal communication skills, and ability to deal with colleagues/clients of all levels.
- Analytical mindset with attention to detail.
- Committed and self-motivated individual who can demonstrate initiative and problem solving abilities.
- Excellent organizational skills and the ability to work to and manage deadlines.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $110,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Get Access To All JobsTips for Finding Investment Jobs
Verify your role qualifies as temporary
H-2B visa covers positions tied to a genuine seasonal or peak-load need, not permanent headcount. Before applying anywhere, confirm the investment firm can document that the role is time-limited, because USCIS will scrutinize the employer's temporary need statement closely.
Search H-2B sponsors on Migrate Mate
Use Migrate Mate to filter investment employers with verified H-2B filing history. DOL disclosure data shows which firms have actually sponsored these roles before, saving you from targeting companies that have never navigated the certification process.
Target firms with peak-season business cycles
Investment firms that handle tax season filings, fiscal year-end reporting, or summer trading surges have the strongest case for a temporary need. Focus your outreach on these cyclical windows, since the DOL certification requires employers to prove the workload spike is recurring and time-bound.
Pull prevailing wage data before negotiating
Run your specific job title and county through the OFLC Wage Search before any offer conversation. The employer's LCA must certify your wage meets the DOL prevailing rate, and knowing the figure in advance helps you evaluate whether an offer will pass certification.
Apply in the fall to beat the January cap rush
The summer half of the 66,000-cap fills within days of January 1 each year. Employers filing for summer investment roles need to start the DOL temporary labor certification at least 60 to 75 days before their target start date, so initiate conversations with potential sponsors no later than October.
Prepare a role-specific credentials package
Gather your finance degree transcripts, CFA or Series exam results, and any professional references that speak to analytical or client-service work. H-2B petitions don't require a specialty occupation degree, but documentation showing your fit for the specific investment role strengthens the employer's supporting evidence for USCIS.
Frequently Asked Questions
How do I find investment jobs that offer H-2B visa sponsorship?
Migrate Mate is the most direct way to search: it filters employers by verified H-2B filing history, so you only see investment firms that have actually sponsored workers through the DOL certification process. General job boards don't surface visa type data, which means you'd otherwise have to contact each employer individually to confirm sponsorship willingness.
How does the H-2B annual cap affect my timeline for investment roles?
USCIS issues only 66,000 H-2B visas per fiscal year, split into two allotments of 33,000 for the summer and winter halves. Summer investment roles are especially competitive because employers must file by early January to have any chance at the summer allotment, and cap numbers are often exhausted within the first few days. Starting your employer outreach in October or November gives the employer time to complete the 60-to-75-day DOL certification process before the filing window opens.
Does the investment role I'm applying for need to be classified as a specialty occupation?
No. Unlike the H-1B visa, the H-2B visa doesn't require a specialty occupation or a specific degree. The employer instead must demonstrate a genuine temporary or seasonal need for the position. That said, you'll still want documentation of relevant credentials, such as finance coursework, analytical certifications, or professional references, to support the employer's petition with USCIS.
What happens if my H-2B employer's temporary labor certification is denied by the DOL?
A DOL denial means the employer can't file the I-129 petition with USCIS, and the sponsorship process stops there. Denials often result from incomplete recruitment documentation, failure to show a genuine temporary need, or a wage offer below the prevailing rate from the OFLC Wage Search. Employers can refile with corrected documentation, but this resets the timeline and may push the start date past the relevant cap allotment window.
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