J-1 Visa Investment Jobs
Investment roles in the United States are available to exchange visitors through the J-1 Trainee and Intern program categories, depending on your career stage. Finding a host employer willing to structure a formal training plan is the central challenge. This page connects you with U.S. investment positions where J-1 sponsorship is a realistic part of the offer.
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Get Access To All JobsINTRODUCTION
We strive every day to exemplify our CLA Meridian Capital values – curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one’s actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else. CLA Meridian Capital is a leading middle market investment banking practice, serving clients across a wide range of industries. The practice differentiates itself through deep industry insights, a customized service approach, and an end-to-end commitment to execution. We provide merger and acquisition advisory, capital raise, and strategic advisory services, helping business owners and leadership teams navigate complex transactions with confidence.
CLA Meridian Capital is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.
ROLE
Our Seattle, WA location is seeking Investment Banking Interns.
PROGRAM OVERVIEW
This in-office internship is designed for students who are interested in pursuing a career in investment banking and gaining hands-on exposure to middle-market mergers and acquisitions. Interns will work closely with experienced investment bankers and are involved in multiple aspects of live transactions and firm initiatives. Through transaction exposure, financial analysis and modeling, and research-driven assignments, interns gain practical experience in investment banking while developing strong analytical, communication, and professional skills. CLA Meridian Capital’s collaborative team environment provides interns with meaningful responsibility and experience across deal teams.
PRIMARY RESPONSIBILITIES
- Perform in-depth industry and company research
- Conduct financial statement and sales data analysis
- Build financial models for company valuations and projections
- Assist with the drafting of new client pitches, company presentations, and marketing materials
- Participate in the execution of M&A and financial transactions
- Maintain CRM database
- Support senior investment bankers as needed
MINIMUM REQUIREMENTS
- Working towards the achievement of a bachelor’s or master’s degree in: Finance, Economics, Business Management or Accounting strongly preferred
- General knowledge of accounting principles and reporting of financial data
- Willingness to learn new technologies
- Demonstrated interest in middle market investment banking
- Strong oral and written communication skills with excellent research and writing capabilities
- Analytical thinking with the ability to articulate complex ideas simply and summarize effectively
- Exceptional work ethic with a high level of enthusiasm, initiative, and leadership potential
- Proficient with Microsoft (MS) Windows and Office products.
- Reliable transportation to the office.
COMPENSATION
- The wage range for this position is: $28–$35
Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
EQUAL OPPORTUNITY EMPLOYER
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
WELLNESS AT CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
INTRODUCTION
We strive every day to exemplify our CLA Meridian Capital values – curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one’s actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else. CLA Meridian Capital is a leading middle market investment banking practice, serving clients across a wide range of industries. The practice differentiates itself through deep industry insights, a customized service approach, and an end-to-end commitment to execution. We provide merger and acquisition advisory, capital raise, and strategic advisory services, helping business owners and leadership teams navigate complex transactions with confidence.
CLA Meridian Capital is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.
ROLE
Our Seattle, WA location is seeking Investment Banking Interns.
PROGRAM OVERVIEW
This in-office internship is designed for students who are interested in pursuing a career in investment banking and gaining hands-on exposure to middle-market mergers and acquisitions. Interns will work closely with experienced investment bankers and are involved in multiple aspects of live transactions and firm initiatives. Through transaction exposure, financial analysis and modeling, and research-driven assignments, interns gain practical experience in investment banking while developing strong analytical, communication, and professional skills. CLA Meridian Capital’s collaborative team environment provides interns with meaningful responsibility and experience across deal teams.
PRIMARY RESPONSIBILITIES
- Perform in-depth industry and company research
- Conduct financial statement and sales data analysis
- Build financial models for company valuations and projections
- Assist with the drafting of new client pitches, company presentations, and marketing materials
- Participate in the execution of M&A and financial transactions
- Maintain CRM database
- Support senior investment bankers as needed
MINIMUM REQUIREMENTS
- Working towards the achievement of a bachelor’s or master’s degree in: Finance, Economics, Business Management or Accounting strongly preferred
- General knowledge of accounting principles and reporting of financial data
- Willingness to learn new technologies
- Demonstrated interest in middle market investment banking
- Strong oral and written communication skills with excellent research and writing capabilities
- Analytical thinking with the ability to articulate complex ideas simply and summarize effectively
- Exceptional work ethic with a high level of enthusiasm, initiative, and leadership potential
- Proficient with Microsoft (MS) Windows and Office products.
- Reliable transportation to the office.
COMPENSATION
- The wage range for this position is: $28–$35
Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
EQUAL OPPORTUNITY EMPLOYER
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
WELLNESS AT CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
See all 57+ Investment jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment roles.
Get Access To All JobsTips for Finding J-1 Visa Sponsorship in Investment
Frame your credentials around structured training
J-1 Trainee applications require a detailed training plan, not just a job description. Organize your portfolio, transcripts, and professional references to demonstrate you're pursuing structured skill development in investment analysis, portfolio management, or financial modeling.
Verify the host employer's training plan capacity
Not every investment firm is set up to act as a J-1 host. Ask during early interviews whether the employer has previously completed a DS-7002 training plan with a designated sponsor. Firms that have done it before move far faster through the process.
Search Migrate Mate for roles with J-1 alignment
Use Migrate Mate to filter investment positions by employers who have demonstrated exchange visitor program experience. This narrows your search to host organizations already familiar with the training plan and DS-2019 requirements, saving weeks of back-and-forth.
Distinguish Intern from Trainee category eligibility
If you're a current student or graduated within the last 12 months, you qualify for the J-1 Intern category. If you're a working professional with a degree and at least one year of relevant investment experience, you fall under the Trainee category. Applying to the wrong category delays everything.
Confirm the 2-year home residency requirement early
Many J-1 exchange visitors in investment training programs are subject to the two-year home-country physical presence requirement under INA Section 212(e). Confirm with your designated sponsor before accepting an offer, since this requirement affects future H-1B or green card eligibility.
Coordinate the DS-2019 timeline with your start date
The designated sponsor, not your employer, issues the DS-2019 form that activates your J-1 status. Factor in the sponsor's processing time when negotiating a start date. Starting before the DS-2019 is issued is a compliance violation, so build in at least four to six weeks of buffer.
Investment jobs are hiring across the US. Find yours.
Find Investment JobsInvestment J-1 Visa: Frequently Asked Questions
Which J-1 program category applies to investment roles?
Most investment professionals use the J-1 Trainee category, which applies to individuals who have a degree or professional certificate and at least one year of relevant experience outside the United States. Current students or recent graduates (within 12 months) use the J-1 Intern category instead. The category determines the maximum program length and the structure of the required training plan.
Who actually sponsors the J-1 visa for an investment position?
The visa sponsor is a U.S. Department of State-designated organization, not your employer. Organizations like Cultural Vistas or AIPT issue the DS-2019 form and oversee compliance. The investment firm where you work is the host organization. Your employer agrees to the training plan, but the designated sponsor holds legal responsibility for your exchange visitor status throughout the program.
How do I find investment employers that are set up to host J-1 exchange visitors?
Search Migrate Mate to identify investment roles with employers who have prior J-1 hosting experience. Firms that have already completed the DS-7002 training plan process with a designated sponsor are significantly more likely to move efficiently through the offer stage. Cold outreach to firms with no J-1 history often stalls at the training plan step.
Does the 2-year home residency requirement apply to J-1 investment trainees?
It depends on your nationality and funding source. Exchange visitors from countries with exchange visitor skills list designations, those whose programs are government-funded, or those in graduate medical education are typically subject to the two-year requirement under INA Section 212(e). Investment trainees should confirm their specific situation with the designated sponsor before signing an offer, since the requirement blocks direct H-1B and green card applications until satisfied or waived.
What documents do investment firms typically require to initiate J-1 Trainee sponsorship?
Host employers generally need your degree certificates, professional references, a detailed description of the investment training objectives, and evidence of prior relevant work experience totaling at least one year. The designated sponsor uses these to build the DS-7002 training plan, which maps specific competencies, supervision arrangements, and measurable goals across the program period. Incomplete documentation is the most common reason for delays.
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