OPT Investment Banking Analyst Jobs
Investment Banking Analyst roles are among the most competitive OPT positions available, but they're also among the most likely to sponsor H-1B visas. Most positions require STEM OPT eligibility or a finance-adjacent degree. Your 12-month OPT window starts the moment you begin working, so timing your job search around analyst class recruiting cycles matters.
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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 605+ OPT Investment Banking Analyst Jobs
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Get Access To All JobsTips for Finding OPT Sponsorship as an Investment Banking Analyst
Target bulge bracket and middle market banks first
Large banks like Goldman Sachs, JPMorgan, and Morgan Stanley have established H-1B sponsorship infrastructure. Middle market firms such as Jefferies and Houlihan Lokey also sponsor regularly. Boutique banks vary widely, so research their OPT and H-1B history before applying.
Align your degree field with the role
Investment Banking Analyst roles qualify as specialty occupations requiring a finance, economics, mathematics, or engineering degree. A mismatched major, such as liberal arts, can complicate your OPT authorization. Confirm your degree field supports the role before submitting applications to avoid complications later.
Recruit during on-cycle timelines, not after
Bulge bracket analyst recruiting runs 12 to 18 months before the start date. Missing on-cycle recruiting forces you into off-cycle hiring, where OPT timelines are harder to accommodate. Start networking in your first or second year, not your final semester.
Address OPT duration proactively with recruiters
Your standard OPT window is 12 months. If you have a STEM degree, you may qualify for a 24-month extension. Telling recruiters upfront which authorization period applies helps them plan sponsorship timelines and reduces uncertainty during offer negotiations.
Leverage your network inside target banks
Referrals from current analysts or associates carry significant weight in investment banking hiring. Connect with alumni from your university who work at target firms. A warm introduction before submitting your application meaningfully increases your chances of clearing the initial screening round.
Prepare for technical questions specific to IB roles
Investment banking interviews test financial modeling, valuation methods, and accounting concepts. OPT candidates who demonstrate technical depth signal lower hiring risk to firms uncertain about visa sponsorship. Prioritizing technical preparation over general interview coaching gives you a stronger edge in competitive processes.
Investment Banking Analyst OPT: Frequently Asked Questions
Do investment banks hire Investment Banking Analysts on OPT?
Yes, many investment banks hire analysts on OPT, particularly candidates with STEM-eligible degrees who can offer a 36-month combined authorization window. Bulge bracket firms have dedicated immigration teams that handle OPT and H-1B sponsorship as part of standard analyst onboarding. You can browse OPT-friendly Investment Banking Analyst roles on Migrate Mate.
Does an Investment Banking Analyst role qualify as a STEM OPT position?
It depends on your degree, not the job title. If your undergraduate or graduate degree is in a STEM-designated field such as finance, economics, statistics, or engineering, and your university classified it under an eligible CIP code, you may qualify for the 24-month STEM OPT extension. Confirm your degree's CIP code with your DSO before assuming STEM eligibility.
When should I start my OPT application if I want to begin as an investment banking analyst?
USCIS recommends filing your OPT application up to 90 days before your program end date, and processing takes up to 90 days. Most analyst start dates fall in June or July. Working backward, you should file no later than March of your graduation year. Missing this window can delay your start date, which creates serious complications with banking offer acceptance deadlines.
Which banks are most likely to sponsor H-1B visas after OPT?
Bulge bracket banks including Goldman Sachs, JPMorgan, Bank of America, Citigroup, and Morgan Stanley consistently sponsor H-1B visas for investment banking analysts. Many middle market banks such as Jefferies, Lazard, and Houlihan Lokey also sponsor. Boutique advisory firms vary significantly, and you should research each firm's H-1B filing history using publicly available Department of Labor disclosure data before accepting an offer.
Can I switch banks or groups while on OPT without affecting my work authorization?
Yes, but you must report the employer change to your DSO within 10 days, as SEVP requires OPT employment to remain consistent with your authorized field of study. Moving between banks or between coverage groups within banking generally stays within the same specialty occupation category. Switching to a role outside finance entirely, however, could jeopardize your OPT authorization and any pending STEM extension application.