OPT Portfolio Analyst Jobs
Portfolio Analyst roles sit squarely within specialty occupation territory, making them a strong fit for F-1 OPT students with degrees in finance, economics, or a related quantitative field. Your 12-month OPT window opens immediately after graduation, with a 24-month STEM extension available if your program qualifies.
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Get Access To All JobsINTRODUCTION
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home.
ABOUT THE JOB
As a valued colleague on our Strategic Portfolio Management (SPM) Data & Insights team, you will collect, analyze, and interpret financial, operational, portfolio, and delivery information to support enterprise planning and prioritization. You will help develop decision-ready insights by integrating strategy, work, capacity, and financial data, enabling leadership to make informed investment, prioritization, and resource allocation decisions across the enterprise.
THE IMPACT YOU WILL MAKE
The Senior Associate – Strategic Portfolio Management role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:
- Perform budgeting, forecasting, variance analysis, financial and portfolio reporting.
- Develop portfolio and executive reporting that combines financial, operational, initiative, and delivery data to support Strategic Portfolio Management and enterprise prioritization.
- Analyze portfolio performance, including trends, capacity utilization, Run vs. Change allocations, and initiative performance to identify risks and optimization opportunities.
- Partner with Business Unit CFOs and business and technology stakeholders to develop decision-ready insights supporting enterprise planning, prioritization, and quarterly portfolio reviews.
- Support data governance and reporting improvements by validating data quality across enterprise planning and portfolio management platforms.
- Perform financial data integrity checks and summarize financial, operational, and portfolio data to support enterprise reporting and decision-making.
- Conduct strategic research, analysis, and benchmarking to identify opportunities to improve enterprise portfolio management, governance, and planning capabilities.
- Source and analyze data for business analytics, including scenario and attribution analysis, what-if analysis, trend analysis, and business driver identification to support executive planning and investment decisions.
BASIC QUALIFICATIONS
Minimum Required Experiences:
- 2 years experience analyzing financial, operational, or portfolio data to support business decisions.
- Experience working with large datasets and translating analytical findings into actionable business recommendations.
- Demonstrated ability to collaborate across Finance, Technology, and Business organizations to support cross-functional initiatives.
- Strong analytical, problem-solving, communication and stakeholder management skills.
- Shows curiosity and adaptability in learning and responsibly applying new technologies, including artificial intelligence, to reimagine how we work.
PREFERRED QUALIFICATIONS
Desired Experiences:
- Bachelor degree or equivalent.
- Experience supporting strategic planning, portfolio management, PMO, or enterprise transformation initiatives.
- Experience coordinating cross-functional projects or strategic initiatives, including tracking milestones, risks, dependencies, and action items.
- Experience with enterprise planning, portfolio management, or financial management platforms such as Anaplan, Apptio Targetprocess, Jira, or similar tools.
- Experience with business intelligence and data visualization tools (e.g., Power BI, Tableau).
- Experience preparing executive presentations, briefing materials, and business recommendations for senior leadership.
COMPENSATION
- Target Pay Range: $85,000 - $110,000 a year
LOCATION
For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote.
Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form.
The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here.
INTRODUCTION
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home.
ABOUT THE JOB
As a valued colleague on our Strategic Portfolio Management (SPM) Data & Insights team, you will collect, analyze, and interpret financial, operational, portfolio, and delivery information to support enterprise planning and prioritization. You will help develop decision-ready insights by integrating strategy, work, capacity, and financial data, enabling leadership to make informed investment, prioritization, and resource allocation decisions across the enterprise.
THE IMPACT YOU WILL MAKE
The Senior Associate – Strategic Portfolio Management role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:
- Perform budgeting, forecasting, variance analysis, financial and portfolio reporting.
- Develop portfolio and executive reporting that combines financial, operational, initiative, and delivery data to support Strategic Portfolio Management and enterprise prioritization.
- Analyze portfolio performance, including trends, capacity utilization, Run vs. Change allocations, and initiative performance to identify risks and optimization opportunities.
- Partner with Business Unit CFOs and business and technology stakeholders to develop decision-ready insights supporting enterprise planning, prioritization, and quarterly portfolio reviews.
- Support data governance and reporting improvements by validating data quality across enterprise planning and portfolio management platforms.
- Perform financial data integrity checks and summarize financial, operational, and portfolio data to support enterprise reporting and decision-making.
- Conduct strategic research, analysis, and benchmarking to identify opportunities to improve enterprise portfolio management, governance, and planning capabilities.
- Source and analyze data for business analytics, including scenario and attribution analysis, what-if analysis, trend analysis, and business driver identification to support executive planning and investment decisions.
BASIC QUALIFICATIONS
Minimum Required Experiences:
- 2 years experience analyzing financial, operational, or portfolio data to support business decisions.
- Experience working with large datasets and translating analytical findings into actionable business recommendations.
- Demonstrated ability to collaborate across Finance, Technology, and Business organizations to support cross-functional initiatives.
- Strong analytical, problem-solving, communication and stakeholder management skills.
- Shows curiosity and adaptability in learning and responsibly applying new technologies, including artificial intelligence, to reimagine how we work.
PREFERRED QUALIFICATIONS
Desired Experiences:
- Bachelor degree or equivalent.
- Experience supporting strategic planning, portfolio management, PMO, or enterprise transformation initiatives.
- Experience coordinating cross-functional projects or strategic initiatives, including tracking milestones, risks, dependencies, and action items.
- Experience with enterprise planning, portfolio management, or financial management platforms such as Anaplan, Apptio Targetprocess, Jira, or similar tools.
- Experience with business intelligence and data visualization tools (e.g., Power BI, Tableau).
- Experience preparing executive presentations, briefing materials, and business recommendations for senior leadership.
COMPENSATION
- Target Pay Range: $85,000 - $110,000 a year
LOCATION
For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote.
Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form.
The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here.
See all 203+ OPT Portfolio Analyst Jobs
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Get Access To All JobsTips for Finding OPT Sponsorship as a Portfolio Analyst
Lead with your quantitative coursework
Portfolio analysis is degree-specific. Highlight courses in investments, financial modeling, or econometrics in your resume and cover letter. Employers evaluating OPT candidates want a clear line between your academic background and the role's technical requirements.
Target asset managers and investment firms early
Firms that run dedicated analyst programs, such as asset managers and multi-family offices, hire OPT students regularly. They have established HR processes for work authorization and are less likely to withdraw offers over visa paperwork than smaller or less structured employers.
Know your OPT timeline before every interview
Be ready to state your OPT start date, expiration date, and STEM extension eligibility. Employers sponsoring future H-1B visa petitions want to know exactly how much authorized work time you have before they need to act on your status.
Demonstrate proficiency in tools employers actually use
Bloomberg Terminal, FactSet, and Python for portfolio attribution are common requirements. Showing hands-on experience with these tools reduces perceived hiring risk and strengthens the specialty occupation argument that supports your OPT authorization and future sponsorship.
Use your CPT or internship record as proof of performance
Prior CPT or OPT roles in investment analysis or risk carry real weight with hiring managers. They signal that a previous employer already assessed your work authorization situation and chose to move forward, which reduces perceived uncertainty for the next employer.
Ask about H-1B sponsorship before accepting any offer
Confirm the employer has sponsored H-1B petitions for analyst-level roles before. Some firms sponsor at the senior or VP level but not at entry level. Knowing this upfront prevents you from burning OPT time at a company with no path to continued status.
Portfolio Analyst OPT: Frequently Asked Questions
Does a Portfolio Analyst role qualify for the STEM OPT extension?
It depends on your degree, not the job title. If your degree is in a STEM-designated field such as finance, economics, statistics, or financial engineering, and your program appears on the DHS STEM Designated Degree Program List, you can apply for the 24-month extension. The role itself does not need to be formally classified as STEM by your employer at the time of initial OPT approval.
Do Portfolio Analyst roles qualify as specialty occupations for H-1B sponsorship?
Portfolio Analyst positions generally meet the specialty occupation standard because they typically require at minimum a bachelor's degree in finance, economics, accounting, or a closely related field. USCIS looks at whether the degree requirement is specific and tied directly to the job duties. Roles involving securities analysis, risk modeling, or investment research tend to satisfy this test, though employer documentation matters significantly when the petition is filed.
How do I find Portfolio Analyst jobs that sponsor OPT and H-1B?
Migrate Mate is built specifically for F-1 OPT students and filters for employers open to sponsoring work authorization, including Portfolio Analyst openings at asset managers, banks, and investment advisors. Searching on general platforms makes it difficult to identify which employers are actually willing to sponsor. Migrate Mate surfaces roles where sponsorship is already part of the conversation.
Can I start a Portfolio Analyst job before my EAD card arrives?
No. You cannot begin working until you have your Employment Authorization Document in hand. USCIS processing currently runs 3 to 5 months from the receipt date, so apply as early as 90 days before your program end date. Starting work before your EAD is issued violates your F-1 status, which can affect both your current OPT and future visa eligibility.
What happens to my OPT if my Portfolio Analyst employer conducts layoffs?
You have a 60-day grace period from your last day of employment to find a new position, transfer to a new visa status, or depart the United States. During the grace period you are not authorized to work. If you secure a new Portfolio Analyst role within those 60 days, your DSO updates your SEVIS record and your OPT authorization continues with the new employer for the remainder of your original authorization period.