J-1 Visa Investment Banker Jobs
Investment Banker roles in the United States are accessible to international professionals through J-1 visa sponsorship, typically under the Trainee or Intern program category. Designated sponsors issue the DS-2019 form, while the host employer provides the structured training environment required for approval.
See All Investment Banker JobsOverview
Showing 5 of 57+ Investment Banker 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 57+ Investment Banker jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Banker roles.
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 Banker jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Banker roles.
Get Access To All JobsTips for Finding J-1 Visa Sponsorship in Investment Banker
Build a training plan before outreach
J-1 Trainee applications require a detailed Training Plan (DS-7002) specifying learning objectives, supervision structure, and phase-by-phase activities. Draft this document before approaching host employers so you can demonstrate program readiness from the first conversation.
Verify your degree aligns with finance categories
J-1 Trainee eligibility requires a degree in a field directly related to your training. A finance, economics, or accounting degree maps cleanly onto investment banking. A mismatch, such as a humanities degree, will require a stronger case for functional equivalency through documented work history.
Target host employers with existing designated sponsor relationships
Banks and financial firms that have previously hosted J-1 Trainees already have working relationships with designated sponsors like Cultural Vistas or AIPT. Search Migrate Mate for investment banking roles where J-1 sponsorship is indicated to surface employers already familiar with the host obligations.
Confirm the two-year home residency requirement upfront
Investment banking J-1 participants from certain countries, or those funded by their home government, may be subject to a two-year home residency requirement before applying for H-1B or a green card. Confirm your status with your designated sponsor before signing any offer.
Understand the 18-month Trainee cap before negotiating duration
The J-1 Trainee category caps program duration at 18 months, extendable to 24 months in fields requiring specialized instruction. Investment banking training programs often exceed this in ambition, so negotiate a realistic scope with your host employer that fits within the regulatory ceiling.
Get your host employer to document wage compliance
Your designated sponsor will require evidence that your training stipend or compensation meets DOL guidelines before issuing the DS-2019. Cross-reference the prevailing wage for your role and location using the OFLC Wage Search so your offer letter reflects a defensible figure before submission.
Investment Banker jobs are hiring across the US. Find yours.
Find Investment Banker JobsInvestment Banker J-1 Visa: Frequently Asked Questions
Which J-1 program category covers investment banking roles?
The J-1 Trainee category applies to investment banking professionals who have a degree in a related field and at least one year of prior work experience outside the United States. Current students completing a degree may qualify under the Intern category instead, which is limited to training directly related to their field of study and cannot exceed twelve months.
Who actually sponsors the J-1 visa for an investment banking role?
The visa sponsor is a U.S. Department of State-designated organization, not the hiring bank or financial firm. Organizations such as Cultural Vistas, AIPT, and IIE issue the DS-2019 form and oversee program compliance. The investment bank acts as the host employer, providing the structured training environment, but it does not hold sponsor authority and cannot issue the DS-2019 directly.
How do I find investment banking employers open to J-1 Trainee hosting?
Many financial firms are unfamiliar with J-1 hosting obligations unless they have done it before. Search Migrate Mate to identify investment banking roles in the United States where J-1 sponsorship is already indicated, which signals that the employer understands the host responsibilities and has likely worked with a designated sponsor previously.
What does the Training Plan require for an investment banking J-1 application?
The DS-7002 Training Plan must break the program into phases with specific learning objectives, supervision contacts, and evaluation methods for each phase. For investment banking, this typically means detailing rotations across areas such as financial modeling, client advisory, capital markets analysis, or deal execution, with measurable skills outcomes rather than generic job descriptions.
Can a J-1 investment banking program lead to an H-1B later?
Potentially, but the two-year home residency requirement is a significant variable. If your country of nationality or last residence is on the Exchange Visitor Skills List, or if your program was government-funded, you must return home for two years before applying for H-1B status or an immigrant visa. Confirm whether this requirement applies to you with your designated sponsor before making long-term career plans.
See which Investment Banker employers are hiring and sponsoring visas right now.
Search Investment Banker Jobs