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 JobsABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. The Firm oversees $203 billion in client assets as of March 31, 2026.
POSITION:
DESCRIPTION: Support the execution of the Firm’s internal recapitalization by building and maintaining financial analyses and coordinating diligence across Finance, HR, RGFO, Treasury, Legal Strategy, and other departments; contribute to the preparation of Board-level and town hall materials.
- Conduct targeted research on potential investors into the Firm by analyzing fund strategies, historical transactions, and portfolio composition.
- Serve as senior analyst on an ongoing high-profile consumer sector take-private transaction, responsible for building external-facing financial model, drafting marketing materials, synthesizing earnings calls, conducting in-depth company, industry, and competitor research.
- Manage buyer engagement tracking across 20+ management meetings for a given transaction, ensuring seamless coordination, timely follow-ups, and strategic outreach throughout a transaction process.
- Serve as lead analyst for the Rockefeller Global Investment Banking’s sports coverage, responsible for maintaining the external multi-league overview deck, dynamic investor/sponsor tracker, and execution support across multiple live sports sector mandates.
- With respect to sports sector coverage, track and incorporate developments across major leagues (NFL, NBA, WNBA, NHL, MLB, MLS, NWSL), including recent transactions, media rights cycles, and sponsorship agreements to ensure materials remain current and actionable for investor outreach and pitch preparation.
- With respect to financial sponsors coverage, maintain the sponsor interaction tracker, prepare briefing materials in partnership with the Head of Sponsor Coverage, and attend sponsor meetings.
- Conduct targeted sponsor research and develop detailed sponsor profiles, including mandate focus, fund/check size, portfolio relevance, and relationship mapping, to assess fit for live and prospective mandates.
- Produce monthly M&A updates, delivering a concise summary of prior month’s activity, including key transactions, most active sectors, deal volumes and values, and relevant summary statistics.
- Conduct quantitative analysis of information involving Rockefeller’s investment programs and work on a variety of strategic investment advisory assignments including: sell-side and buy-side mergers and acquisitions (M&A) transactions; divestitures and spin-off engagements; capital-raising; special committee engagements; and evaluation of strategic alternatives.
- Perform financial analysis and financial modeling, utilizing various valuation techniques; conduct financial and other business-related research.
- Assist in the execution of transactions; coordinate complex and often time-sensitive processes.
- Actively participate in client-facing situations.
- Participate in talent development efforts, including recruiting and training.
REQUIREMENTS
Bachelor’s degree (or foreign equivalent) in Finance, Economics, Business Administration, Accounting, or a closely related quantitative field. Must have at least 1 year of full-time experience in investment banking, corporate finance, private equity, transaction advisory, or a directly related financial analysis function. The 1 year of full-time experience must include all the following skills:
- Financial modeling and valuation analysis, including DCF, comparable company and precedent transaction analyses; familiarity with LBO concepts.
- Advanced Excel and PowerPoint for model building and transaction/pitch materials.
- Corporate finance and capital markets fundamentals applied to M&A and equity/debt offerings.
- Company and industry research, analysis of financial statements, and synthesis of findings into client ready materials.
COMPENSATION RANGE:
The anticipated base salary range for this role is $118,248 to $225,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. The Firm oversees $203 billion in client assets as of March 31, 2026.
POSITION:
DESCRIPTION: Support the execution of the Firm’s internal recapitalization by building and maintaining financial analyses and coordinating diligence across Finance, HR, RGFO, Treasury, Legal Strategy, and other departments; contribute to the preparation of Board-level and town hall materials.
- Conduct targeted research on potential investors into the Firm by analyzing fund strategies, historical transactions, and portfolio composition.
- Serve as senior analyst on an ongoing high-profile consumer sector take-private transaction, responsible for building external-facing financial model, drafting marketing materials, synthesizing earnings calls, conducting in-depth company, industry, and competitor research.
- Manage buyer engagement tracking across 20+ management meetings for a given transaction, ensuring seamless coordination, timely follow-ups, and strategic outreach throughout a transaction process.
- Serve as lead analyst for the Rockefeller Global Investment Banking’s sports coverage, responsible for maintaining the external multi-league overview deck, dynamic investor/sponsor tracker, and execution support across multiple live sports sector mandates.
- With respect to sports sector coverage, track and incorporate developments across major leagues (NFL, NBA, WNBA, NHL, MLB, MLS, NWSL), including recent transactions, media rights cycles, and sponsorship agreements to ensure materials remain current and actionable for investor outreach and pitch preparation.
- With respect to financial sponsors coverage, maintain the sponsor interaction tracker, prepare briefing materials in partnership with the Head of Sponsor Coverage, and attend sponsor meetings.
- Conduct targeted sponsor research and develop detailed sponsor profiles, including mandate focus, fund/check size, portfolio relevance, and relationship mapping, to assess fit for live and prospective mandates.
- Produce monthly M&A updates, delivering a concise summary of prior month’s activity, including key transactions, most active sectors, deal volumes and values, and relevant summary statistics.
- Conduct quantitative analysis of information involving Rockefeller’s investment programs and work on a variety of strategic investment advisory assignments including: sell-side and buy-side mergers and acquisitions (M&A) transactions; divestitures and spin-off engagements; capital-raising; special committee engagements; and evaluation of strategic alternatives.
- Perform financial analysis and financial modeling, utilizing various valuation techniques; conduct financial and other business-related research.
- Assist in the execution of transactions; coordinate complex and often time-sensitive processes.
- Actively participate in client-facing situations.
- Participate in talent development efforts, including recruiting and training.
REQUIREMENTS
Bachelor’s degree (or foreign equivalent) in Finance, Economics, Business Administration, Accounting, or a closely related quantitative field. Must have at least 1 year of full-time experience in investment banking, corporate finance, private equity, transaction advisory, or a directly related financial analysis function. The 1 year of full-time experience must include all the following skills:
- Financial modeling and valuation analysis, including DCF, comparable company and precedent transaction analyses; familiarity with LBO concepts.
- Advanced Excel and PowerPoint for model building and transaction/pitch materials.
- Corporate finance and capital markets fundamentals applied to M&A and equity/debt offerings.
- Company and industry research, analysis of financial statements, and synthesis of findings into client ready materials.
COMPENSATION RANGE:
The anticipated base salary range for this role is $118,248 to $225,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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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.