OPT Investment Associate Jobs
Investment Associate roles on OPT typically sit inside private equity, venture capital, asset management, or investment banking. Most require a finance, economics, or accounting degree, which aligns well with specialty occupation status. Your 12-month OPT window (or 24-month STEM extension if eligible) gives you enough runway to prove value and secure H-1B visa sponsorship.
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Get Access To All JobsINTRODUCTION
Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $417 billion in assets under management (as of 31 March 2026) for global clients spanning more than 50 countries.
We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.
INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTIONS-ORIENTED
Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:
ABOUT THE ROLE
The Relative Return Team is seeking an Investment Associate to support portfolio management and decision making across our fixed income platform. This role offers meaningful exposure to the investment process and a path for growth within the relative return platform.
The associate will support the full Relative Return platform, while partnering most closely with the team’s investment analysts and credit strategists, translating market data and research into actionable insights that inform sector and industry allocation, security selection, and risk positioning.
ABOUT THE TEAM
The Relative Return team at Loomis Sayles & Company is a benchmark-aware fixed income platform managing over $135 billion in assets and supported by approximately 18 dedicated investment professionals. The team combines deep fundamental research with disciplined risk management to deliver consistent, repeatable outcomes across a broad range of investment-grade and core-plus strategies. Based primarily in Boston, Massachusetts, the team benefits from close collaboration with Loomis Sayles’ centralized research, trading, and risk resources, fostering a highly analytical and team-oriented investment culture.
JOB RESPONSIBILITIES
- Develop a strong understanding of the team’s investment philosophy and process
- Analyze portfolio, market, and sector data to support investment decision
- Build and maintain recurring reports and dashboards for portfolio managers
- Develop ad hoc analyses to evaluate market trends and relative value opportunities
- Build tools to help improve workflows
QUALIFICATIONS & EDUCATION REQUIREMENTS
- Bachelor’s degree in accounting or finance preferred, with a strong record of academic achievement
- 1–2 years of experience in asset management, research, or financial markets
- Demonstrated interest in financial markets
- A self-starter with the capacity to work independently; must also be able to work as part of a close team and take direction from the portfolio managers and analysts
- Ability to work independently and collaborate as part of a team
- A positive approach, a flexible attitude, and a sense of humor
- Strong analytical and problem-solving skills
- Advanced Excel skills required (modeling, large datasets, automation preferred)
- Familiarity with Bloomberg and Python strongly preferred
ADDITIONAL REQUIREMENTS
The position follows a hybrid schedule with two days work from home and three days work from office.
Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is 70,000 – 100,000 $USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.
Global Benefit Statement:
At Loomis Sayles, we believe benefits should empower our employees to thrive — at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well-being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.
Core Global Benefit Offerings:
Health & Welfare: Medical, dental, and supplemental health plans
Retirement Savings
Paid Time Off
Company-Provided Leave Benefits
Life and Disability Insurance
Work/Life and Wellness Resources
Locally Relevant Perks and Programs
EEOC and Diversity Statement
Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
INTRODUCTION
Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $417 billion in assets under management (as of 31 March 2026) for global clients spanning more than 50 countries.
We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.
INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTIONS-ORIENTED
Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:
ABOUT THE ROLE
The Relative Return Team is seeking an Investment Associate to support portfolio management and decision making across our fixed income platform. This role offers meaningful exposure to the investment process and a path for growth within the relative return platform.
The associate will support the full Relative Return platform, while partnering most closely with the team’s investment analysts and credit strategists, translating market data and research into actionable insights that inform sector and industry allocation, security selection, and risk positioning.
ABOUT THE TEAM
The Relative Return team at Loomis Sayles & Company is a benchmark-aware fixed income platform managing over $135 billion in assets and supported by approximately 18 dedicated investment professionals. The team combines deep fundamental research with disciplined risk management to deliver consistent, repeatable outcomes across a broad range of investment-grade and core-plus strategies. Based primarily in Boston, Massachusetts, the team benefits from close collaboration with Loomis Sayles’ centralized research, trading, and risk resources, fostering a highly analytical and team-oriented investment culture.
JOB RESPONSIBILITIES
- Develop a strong understanding of the team’s investment philosophy and process
- Analyze portfolio, market, and sector data to support investment decision
- Build and maintain recurring reports and dashboards for portfolio managers
- Develop ad hoc analyses to evaluate market trends and relative value opportunities
- Build tools to help improve workflows
QUALIFICATIONS & EDUCATION REQUIREMENTS
- Bachelor’s degree in accounting or finance preferred, with a strong record of academic achievement
- 1–2 years of experience in asset management, research, or financial markets
- Demonstrated interest in financial markets
- A self-starter with the capacity to work independently; must also be able to work as part of a close team and take direction from the portfolio managers and analysts
- Ability to work independently and collaborate as part of a team
- A positive approach, a flexible attitude, and a sense of humor
- Strong analytical and problem-solving skills
- Advanced Excel skills required (modeling, large datasets, automation preferred)
- Familiarity with Bloomberg and Python strongly preferred
ADDITIONAL REQUIREMENTS
The position follows a hybrid schedule with two days work from home and three days work from office.
Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is 70,000 – 100,000 $USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.
Global Benefit Statement:
At Loomis Sayles, we believe benefits should empower our employees to thrive — at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well-being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.
Core Global Benefit Offerings:
Health & Welfare: Medical, dental, and supplemental health plans
Retirement Savings
Paid Time Off
Company-Provided Leave Benefits
Life and Disability Insurance
Work/Life and Wellness Resources
Locally Relevant Perks and Programs
EEOC and Diversity Statement
Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
See all 704+ OPT Investment Associate Jobs
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Get Access To All JobsTips for Finding OPT Sponsorship as an Investment Associate
Target firms with a history of H-1B sponsorship
Large asset managers, bulge-bracket banks, and established PE firms sponsor H-1B visas far more consistently than boutique shops. Check USCIS disclosure data to verify a firm's sponsorship track record before investing time in their process.
Frame your OPT timeline early in conversations
Bring up your authorization window before the offer stage, not after. Firms that sponsor regularly appreciate the transparency, and it filters out employers who won't sponsor before you spend weeks interviewing.
Emphasize your degree-to-role alignment
Investment Associate roles qualify as specialty occupations when a finance, economics, or accounting degree is genuinely required. Articulate that connection clearly on your resume and in interviews to strengthen the eventual H-1B petition.
Apply early in the academic year hiring cycle
Bulge-bracket and middle-market firms recruit associates in fall for summer start dates. Applying early gives you time to secure an offer, start on OPT, and still have months of runway before the April H-1B filing window opens.
Consider STEM OPT extension eligibility carefully
Finance and economics degrees from STEM-designated programs qualify for the 24-month STEM extension, giving you until month 36 total. Confirm your program's CIP code with your DSO before assuming eligibility, since not all economics programs qualify.
Build relationships inside firms that sponsor
Many Investment Associate positions are filled through internal referrals. Connecting with analysts and associates currently working on OPT or H-1B at target firms gives you insight into sponsorship culture and a direct path to hiring managers.
Investment Associate OPT: Frequently Asked Questions
Can I work as an Investment Associate on OPT?
Yes. Investment Associate roles qualify as specialty occupations under OPT because they typically require a bachelor's degree or higher in finance, economics, accounting, or a related field. Your employment must be directly related to your degree program. Make sure your DSO updates your SEVIS record to reflect the role before your start date.
Do Investment Associate employers commonly sponsor H-1B visas?
Sponsorship is common at large financial institutions, asset managers, and established private equity and venture capital firms. Boutique shops and smaller family offices are less consistent. Browsing open roles on Migrate Mate lets you filter specifically for employers who have sponsored OPT and H-1B workers, saving you from firms that won't follow through.
Does a finance or economics degree qualify for the STEM OPT extension?
It depends on your program's CIP code. Some economics and quantitative finance programs carry STEM designation and qualify for the 24-month extension, bringing your total OPT window to 36 months. Others don't. Check with your DSO and confirm the exact CIP code on file for your program before assuming you're eligible.
What happens to my OPT status if I'm between Investment Associate jobs?
OPT allows a maximum of 90 days of unemployment during the 12-month standard period. STEM OPT allows up to 150 days total across both periods combined. If you lose a role or are between offers, that unemployment clock runs continuously. Securing your next position quickly is essential to maintaining lawful status.
Can I work at a hedge fund or private equity firm on OPT?
Yes, provided the role requires a qualifying degree and the employment is related to your field of study. Hedge funds and PE firms are not inherently off-limits for OPT workers. The key question is whether the employer is willing to sponsor for H-1B when the time comes, which varies significantly by firm size and ownership structure.