J-1 Visa Investment Banking Jobs
Investment Banking roles in the United States are accessible to international professionals through the J-1 Trainee and Intern program categories, which provide structured, supervised work experience at U.S. host firms. A designated sponsor organization issues your DS-2019 and arranges sponsorship, while your host employer provides the actual placement.
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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 42+ Investment Banking jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Banking roles.
Get Access To All JobsTips for Finding J-1 Visa Sponsorship in Investment Banking
Align your training plan with banking tasks
Your DS-2019 comes attached to a signed training plan listing specific skills you'll develop. Map your planned tasks, such as financial modeling and deal analysis, to learning objectives before approaching a designated sponsor for J-1 Trainee or Intern sponsorship.
Verify your host firm qualifies
Not every bank or boutique advisory firm has worked with J-1 host agreements before. Confirm your prospective employer is willing to sign a training plan and cooperate with a designated sponsor organization like Cultural Vistas or AIPT before you accept any offer.
Search Migrate Mate for J-1-aligned roles
Use Migrate Mate to identify U.S. investment banking employers and roles that align with J-1 sponsorship structures. Filtering by visa type early saves time spent pursuing firms unfamiliar with the Trainee or Intern category requirements.
Document your degree and finance credentials
Designated sponsors require proof that your background connects to the training you're seeking. Gather transcripts, any CFA or finance certifications, and employment records before applying, since sponsors will verify your qualifications match investment banking as your occupational field.
Check whether your role triggers the two-year rule
Some J-1 participants from certain countries, or those funded by government money, face a two-year home-residency requirement after their program ends. Confirm your status with your designated sponsor early, since this affects your ability to switch to H-1B or other nonimmigrant status afterward.
Time your program end date around deal cycles
J-1 Trainee programs run up to 18 months for most finance roles. Coordinate your program end date with your host employer's deal calendar so your exit doesn't coincide with live transactions that would complicate your departure or any extension request to your sponsor.
Investment Banking jobs are hiring across the US. Find yours.
Find Investment Banking JobsInvestment Banking J-1 Visa: Frequently Asked Questions
Which J-1 program category applies to investment banking roles?
Current university students typically use the J-1 Intern category, which requires enrollment or graduation within the past 12 months. Early-career professionals who already hold a degree and some work experience use the J-1 Trainee category, which allows placements up to 18 months in finance and business fields. Your designated sponsor determines which category fits your background.
Who actually sponsors my J-1 visa for an investment banking placement?
The visa sponsor is a U.S. Department of State-designated organization, such as Cultural Vistas, AIPT, or IIE, not the bank or advisory firm that hires you. The employer is your host organization. The designated sponsor issues your DS-2019, signs your training plan, and monitors your program compliance throughout the placement.
How do I find investment banking employers open to hosting J-1 participants?
Use Migrate Mate to search for U.S. investment banking roles and employers that align with J-1 sponsorship structures. Many host firms, especially mid-market banks and boutique advisory shops, are open to J-1 arrangements but don't advertise it explicitly, so filtering by visa compatibility helps you target the right opportunities efficiently.
Can a J-1 investment banking placement lead to full-time employment in the U.S.?
A J-1 placement does not automatically lead to a work visa, and participants subject to the two-year home-residency requirement must return home before applying for H-1B or other employment-based status. Participants not subject to that requirement have a 30-day grace period after their program ends. Converting to a work visa requires a separate employer petition and is not guaranteed.
What documents does a designated sponsor require before issuing a DS-2019 for finance training?
Sponsors typically require a completed training plan that maps specific banking tasks to learning objectives, proof of your academic or professional background in finance or business, a host employer agreement signed by the firm, evidence of financial support for your stay, and health insurance meeting J-1 minimum coverage standards. Requirements vary slightly by sponsor organization.
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