J-1 Visa Client Associate Jobs
Client Associate roles in the United States are accessible to international professionals through the J-1 Trainee or Intern program category, depending on your career stage. Securing a host employer willing to coordinate with a designated sponsor organization is the key step toward obtaining sponsorship and your DS-2019.
See All Client Associate JobsOverview
Showing 5 of 6+ Client Associate jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 6+ Client Associate jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Associate roles.
Get Access To All JobsWe are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently.
Job Description
Reporting to one of the managers, this position will assist in the day-to-day operations of the accounting department and prepare fund-level financial statements.
Essential Functions
- Prepare financial statements for several domestic and offshore fund families, which includes updating portfolio investment schedules, partner equity allocations and analyzing complex investment transactions
- Help with the internal semi-annual portfolio review process, analyzing and tracking partnership and portfolio company financial performance
- Monitor compliance with complex partnership agreements
- Assist with audits, tax return review, fundraising and annual meeting activities
- Determine cash needs of partnerships and initiate capital calls
- Electronically distribute financials, K1s, capital call and distribution notices to Limited Partners
- Perform special projects as requested by the General Partners and Controllers
- Interact with and respond to ad hoc limited partner requests
Minimum Requirements
- Bachelor’s Degree in Accounting or Finance related field
- 1-2 years of experience in a full-time role
- Strong academic performance (minimum 3.0 GPA)
- Proficiency in Microsoft Office applications, particularly Excel
- Familiarity with QuickBooks (not required, is a plus)
- Knowledge of various investment accounting concepts
- Attention to detail
- Ability to multitask
- Ability to work in a team and individually
- Ability to effectively communicate to team members
- Strong organizational skills and work ethic
Compensation
- Compensation range: $70,000-80,000 annually. Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.
We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently.
Job Description
Reporting to one of the managers, this position will assist in the day-to-day operations of the accounting department and prepare fund-level financial statements.
Essential Functions
- Prepare financial statements for several domestic and offshore fund families, which includes updating portfolio investment schedules, partner equity allocations and analyzing complex investment transactions
- Help with the internal semi-annual portfolio review process, analyzing and tracking partnership and portfolio company financial performance
- Monitor compliance with complex partnership agreements
- Assist with audits, tax return review, fundraising and annual meeting activities
- Determine cash needs of partnerships and initiate capital calls
- Electronically distribute financials, K1s, capital call and distribution notices to Limited Partners
- Perform special projects as requested by the General Partners and Controllers
- Interact with and respond to ad hoc limited partner requests
Minimum Requirements
- Bachelor’s Degree in Accounting or Finance related field
- 1-2 years of experience in a full-time role
- Strong academic performance (minimum 3.0 GPA)
- Proficiency in Microsoft Office applications, particularly Excel
- Familiarity with QuickBooks (not required, is a plus)
- Knowledge of various investment accounting concepts
- Attention to detail
- Ability to multitask
- Ability to work in a team and individually
- Ability to effectively communicate to team members
- Strong organizational skills and work ethic
Compensation
- Compensation range: $70,000-80,000 annually. Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.
See all 6+ Client Associate jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Associate roles.
Get Access To All JobsTips for Finding J-1 Visa Sponsorship as a Client Associate
Align your credentials with Trainee eligibility
The J-1 Trainee category requires a degree or professional certificate plus one year of related work experience, or five years of experience without a degree. Confirm your background meets this threshold before applying to host employers.
Target host employers with existing sponsor relationships
Many financial services firms and wealth management offices already work with a designated sponsor organization. Ask during the interview whether they have an established DS-2019 sponsorship process, since building that relationship from scratch adds months to your timeline.
Verify prevailing wage compliance before accepting an offer
Your host employer must pay the J-1 prevailing wage for Client Associate roles in your location. Cross-check their offer against the OFLC Wage Search and the Bureau of Labor Statistics before signing, so your sponsor can certify the placement without complications.
Search J-1-friendly Client Associate roles on Migrate Mate
Finding host employers open to J-1 coordination is harder than finding any open role. Use Migrate Mate to filter Client Associate positions at firms with demonstrated sponsorship experience, so you're not cold-pitching employers unfamiliar with the DS-2019 process.
Prepare a detailed individualized training plan early
Your designated sponsor requires a completed DS-7002 Training/Internship Placement Plan before issuing the DS-2019. Draft specific learning objectives, weekly activities, and measurable goals for your Client Associate role so your host employer can review and sign off quickly.
Clarify the two-year home residency requirement upfront
Some J-1 Trainees are subject to a two-year home-country residency requirement before changing to most other visa categories. Confirm whether this applies to you based on your country of origin and funding source before committing to a placement.
Client Associate jobs are hiring across the US. Find yours.
Find Client Associate JobsClient Associate J-1 Visa: Frequently Asked Questions
Which J-1 program category fits a Client Associate role?
It depends on your career stage. If you're currently enrolled in a degree program, the J-1 Intern category applies, and your exchange must directly relate to your field of study. If you've already graduated and have at least one year of relevant professional experience, the J-1 Trainee category is the correct fit for a Client Associate placement at a financial services or wealth management firm.
Who actually sponsors my J-1 visa for a Client Associate position?
The visa sponsor is a U.S. Department of State-designated organization, not your employer. Organizations like Cultural Vistas, AIPT, or IIE issue your DS-2019 form and oversee compliance. Your host employer, typically the financial firm where you work, coordinates with that designated sponsor but is not itself the sponsor. This distinction matters when evaluating whether a firm can support your J-1 status.
How do I find Client Associate roles where the host employer already works with a J-1 sponsor?
Most general job boards don't filter for J-1 compatibility, which means you end up cold-pitching employers who have no existing sponsor relationship. Migrate Mate is built specifically to surface roles at employers with demonstrated sponsorship experience, making it the most direct way to identify Client Associate positions that align with the J-1 Trainee or Intern pathway.
Can I transition from a J-1 Client Associate placement to a longer-term work visa?
Potentially, but the two-year home residency requirement complicates this for some J-1 holders. If your country of origin is on the Exchange Visitor Skills List, or if your placement was government-funded, you may be required to return home for two years before applying for an H-1B, L-1, or immigrant visa. Confirm your specific situation with your designated sponsor before accepting a placement.
What should a training plan for a J-1 Client Associate include?
Your DS-7002 Training/Internship Placement Plan must outline specific skills you'll develop, structured weekly activities tied to those goals, and measurable outcomes, such as learning portfolio construction, client onboarding workflows, or regulatory compliance procedures. Vague descriptions of general office duties aren't sufficient. Your designated sponsor reviews this document before issuing the DS-2019, and your host employer must sign it.
See which Client Associate employers are hiring and sponsoring visas right now.
Search Client Associate Jobs