OPT Investment Banking Jobs
Investment banking roles in the U.S. are open to F-1 OPT students, but the path requires more planning than most finance jobs. Banks hire analysts on OPT regularly, though visa sponsorship timelines and H-1B visa lottery uncertainty make targeting the right firms early essential for your job search.
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Get Access To All JobsINTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Works closely with senior CIB professionals
-
Performs assigned duties with some independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development
-
Serve as a member of merger and acquisition and capital raising transaction teams, providing credit underwriting support, drafting information memoranda, developing management and investor presentations
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
BA/BS degree
-
Proven analytical ability and attention to detail
-
Solid leadership and interpersonal skills
-
Proven ability to work well in a fast-paced, team-oriented environment
-
Strong written and oral communication skills
-
1 year of related work experience since graduation from an undergraduate program
Preferred Qualifications
- 2 years of related work experience since graduation from an undergraduate program
The annual base salary for this position is $105,000
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Works closely with senior CIB professionals
-
Performs assigned duties with some independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development
-
Serve as a member of merger and acquisition and capital raising transaction teams, providing credit underwriting support, drafting information memoranda, developing management and investor presentations
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
BA/BS degree
-
Proven analytical ability and attention to detail
-
Solid leadership and interpersonal skills
-
Proven ability to work well in a fast-paced, team-oriented environment
-
Strong written and oral communication skills
-
1 year of related work experience since graduation from an undergraduate program
Preferred Qualifications
- 2 years of related work experience since graduation from an undergraduate program
The annual base salary for this position is $105,000
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
See all 606+ OPT Investment Banking Jobs
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Get Access To All JobsTips for Finding OPT Sponsorship in Investment Banking
Target bulge bracket and large regional banks first
Large banks like Goldman Sachs, JPMorgan, and Morgan Stanley have established immigration programs and sponsor H-1B visas consistently. Smaller boutiques may lack the infrastructure to sponsor, so prioritize firms with a documented track record of OPT hires.
Apply to summer analyst programs a full year early
Investment banking recruiting runs on an accelerated timeline. Full-time analyst offers typically come from returning summer analysts, so securing a summer internship a year before graduation is often the most reliable path into a sponsored full-time role.
Address your OPT status directly with recruiters
Banking recruiters screen for work authorization early. Be upfront that you have OPT work authorization now and will need H-1B sponsorship later. Ambiguity creates friction and delays. Clarity signals professionalism and lets firms assess fit honestly.
Prioritize groups with high international analyst representation
Within large banks, some divisions historically hire more international candidates than others. Technology, healthcare, and restructuring groups at major banks tend to have stronger pipelines for OPT students. Research team composition before targeting a specific group.
Build your technical skills to stand out on merit
Banks weigh sponsorship costs against candidate quality. Demonstrating strong financial modeling, valuation, and Excel skills reduces friction around your visa status. The stronger your technical profile, the easier it is for a firm to justify the sponsorship investment.
Start tracking your OPT end date relative to your offer timeline
Most full-time analyst programs start in July or August. Confirm your OPT authorization covers your expected start date and factor in when your employer will need to file an H-1B petition. Misaligned timelines are one of the most common OPT pitfalls in finance.
Investment Banking OPT: Frequently Asked Questions
Can I work in investment banking on F-1 OPT?
Yes. F-1 OPT authorizes you to work in roles directly related to your field of study, and investment banking qualifies for students with degrees in finance, economics, accounting, or related disciplines. Your OPT Employment Authorization Document serves as proof of work authorization. You'll need H-1B sponsorship before your OPT expires to continue working beyond that period.
Do investment banks sponsor H-1B visas for analysts?
Most bulge bracket and large regional banks sponsor H-1B visas for analysts who complete their first year on OPT. Boutique and middle-market banks vary significantly. Before accepting an offer, confirm whether the firm has an established H-1B sponsorship process. You can browse investment banking roles from OPT-friendly firms on Migrate Mate, where sponsorship history is factored into employer listings.
What happens to my investment banking job if I don't get selected in the H-1B lottery?
If you're not selected in the H-1B lottery, your employment authorization ends when your OPT expires. Some banks will retain you through a second lottery attempt if your OPT end date permits. Others may explore alternatives like the O-1 visa for candidates with exceptional credentials. Discussing contingency plans with your employer before the lottery deadline is advisable.
Does STEM OPT extension apply to investment banking roles?
It depends on your degree, not the job title. If you hold a STEM-designated degree in a qualifying field such as financial mathematics, quantitative finance, or economics with a STEM classification, you may be eligible for a 24-month STEM OPT extension. A standard finance or business degree typically does not qualify. Check your degree's CIP code with your Designated School Official to confirm eligibility.
When should I start applying for investment banking jobs as an OPT student?
Investment banking recruiting moves earlier than most industries. Full-time analyst recruiting often begins 12 to 18 months before the start date, and the most competitive roles are filled through returning summer analyst offers. Apply to summer programs during your penultimate year and align your OPT application timing with your expected graduation and program start date to avoid authorization gaps.