OPT Portfolio Management Analyst Jobs
Portfolio Management Analyst jobs are actively filled by employers who sponsor OPT, particularly at asset managers, banks, and investment firms. Your F-1 OPT authorizes full-time work in finance roles, and STEM OPT extensions apply if your degree is in a qualifying quantitative field like finance, economics, or mathematics.
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CREATIVITY IS OUR SUPERPOWER. It’s our heritage and it’s also our future. Because we don’t just make toys. We create innovative products and experiences that inspire fans, entertain audiences and develop children through play. Mattel is at its best when every member of our team feels respected, included, and heard—when everyone can show up as themselves and do their best work every day. We value and share an infinite range of ideas and voices that evolve and broaden our perspectives with a reach that extends into all our brands, partners, and suppliers.
The Opportunity:
The Portfolio Management Analyst enables data-driven portfolio decisions by connecting Global Product Brand Teams with regional planning functions and commercial organizations. The role analyzes portfolio and supply chain performance, identifies trends, risks, and opportunities, and translates complex data into clear executive insights and recommended actions.
As a critical member of the Portfolio Management team, the analyst will own the monthly Portfolio Management Review analytics and presentation process, strengthen performance measurement and governance, and support cross-functional process improvements across the S&OP organization. The analyst will also apply modern analytics and responsible AI tools to improve the speed, quality, and consistency of analysis and decision support.
What Your Impact Will Be:
- Own the end-to-end monthly Portfolio Management Review (PMR) analytics and PowerPoint deck development process, including data collection, validation, synthesis, storyline development, executive-ready visuals, and distribution of supporting materials.
- Analyze portfolio performance across brands, regions, product lines, and planning horizons; identify meaningful trends, variances, outliers, risks, and opportunities that require management attention.
- Translate large and complex data sets into concise business narratives, clear recommendations, and actionable metrics that help leaders understand what changed, why it changed, and what action is required.
- Develop and maintain standardized KPI views, scorecards, dashboards, and presentation templates to improve consistency, comparability, and efficiency across monthly reviews.
- Conduct ad hoc analysis, scenario modeling, and what-if assessments to evaluate portfolio choices, timing changes, demand shifts, item productivity, and process impacts.
- Partner with Global Brand Teams, regional planning, commercial teams, Finance, Product Development, and Sourcing to understand business challenges, challenge assumptions constructively, and drive alignment on decisions and follow-up actions.
- Lead or support strategic initiatives that improve Portfolio Management and S&OP processes, including defining requirements, documenting workflows, measuring outcomes, and managing implementation milestones.
- Partner with Supply Chain Analytics to validate data, perform user acceptance testing, improve dashboard usability, and increase adoption and understanding of reporting tools.
- Use approved AI and automation tools responsibly to accelerate research, data preparation, quality checks, meeting summaries, and presentation development while applying sound judgment, protecting confidential information, and validating outputs before use.
- Maintain action logs and decision records from PMR sessions, monitor follow-through, and escalate unresolved risks or dependencies when appropriate.
What We’re Looking For:
- Bachelor’s degree or higher in Business Administration, Supply Chain, Analytics, Finance, Operations, or a related field.
- 2-3 years of relevant experience in supply chain, portfolio management, product development, business analytics, or a related function; consumer products experience preferred.
- Strong analytical and critical-thinking skills, including the ability to frame ambiguous business questions, test assumptions, distinguish signal from noise, identify root causes, and form evidence-based recommendations.
- Demonstrated ability to develop recurring management presentations that combine accurate analysis, effective data visualization, and a compelling executive storyline.
- Advanced Microsoft Excel skills, including pivot tables, lookups, data cleansing, scenario modeling, and management of large data sets; experience with Power Query or similar automation capabilities is preferred.
- Highly proficient in Microsoft PowerPoint, with strong capability in slide architecture, chart selection, visual hierarchy, and communicating complex information clearly to senior stakeholders.
- Working knowledge of Business Intelligence and visualization tools such as Tableau, Power BI, or comparable platforms; ability to validate dashboard outputs and interpret underlying data.
- Practical proficiency with generative AI and productivity tools for analysis, research, summarization, and content development, including effective prompting, output validation, data privacy awareness, and responsible-use practices.
- Strong written and verbal communication skills, with the ability to tailor messages for technical, operational, and executive audiences.
- Ability to collaborate cross-functionally, build trust, influence without direct authority, and constructively challenge stakeholders to drive decisions and accountability.
- Excellent attention to detail, data-quality discipline, organizational skills, and ability to manage multiple deliverables within a monthly recurring cadence.
- Demonstrated growth mindset, intellectual curiosity, learning agility, and willingness to improve processes through new methods and technologies.
Preferred Qualifications
- Experience with SQL, Python, Alteryx, Power Query, or other data-transformation and automation tools.
- Familiarity with S&OP, integrated business planning, product lifecycle management, portfolio optimization, or consumer-products planning processes.
- Experience defining KPIs, building repeatable reporting processes, and documenting data definitions or business rules.
- The pay range is indicative of projected hiring range, however base pay will be determined based on a candidate’s work location, skills and experience. Mattel offers competitive total pay programs, comprehensive benefits, and resources to help empower a culture where every employee can reach their full potential.
Don’t meet every single requirement? At Mattel, we are dedicated to an inclusive workplace and a culture of belonging. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Join Mattel's Talent Community and start receiving exciting updates about our company, our employees, and our culture. Also, interested in signing up for job alerts? Do so here!
How We Work:
We are a purpose driven company aiming to empower generations to explore the wonder of childhood and reach their full potential. We live up to our purpose employing the following behaviors:
- We collaborate: Being a part of Mattel means being part of one team with shared values and common goals. Every person counts and working closely together always brings better results. Partnership is our process and our collective capabilities is our superpower.
- We innovate: At Mattel we always aim to find new and better ways to create innovative products and experiences. No matter where you work in the organization, you can always make a difference and have real impact. We welcome new ideas and value new initiatives that challenge conventional thinking.
- We execute: We are a performance-driven company. We strive for excellence and are focused on pursuing best-in-class outcomes. We believe in accountability and ownership and know that our people are at their best when they are empowered to create and deliver results.
Who We Are:
Mattel is a leading global toy and family entertainment company and owner of one of the most iconic brand portfolios in the world. We engage consumers and fans through our franchise brands, including Barbie, Hot Wheels, Fisher-Price, American Girl, Thomas & Friends, UNO, Masters of the Universe, Matchbox, Monster High, MEGA and Polly Pocket, as well as other popular properties that we own or license in partnership with global entertainment companies. Our offerings include toys, content, consumer products, digital and live experiences. Our products are sold in collaboration with the world’s leading retail and ecommerce companies. Since its founding in 1945, Mattel is proud to be a trusted partner in empowering generations to explore the wonder of childhood and reach their full potential.
Mattel’s award-winning workplace culture has been recognized by Forbes, Fast Company, Newsweek, Great Place to Work, TIME, and more.
Mattel is an Equal Opportunity Employer where we want you to bring your authentic self to work every day. We welcome all job seekers, and all applicants will receive consideration for employment without regard to race, ethnicity, color, national origin, religion, sex, gender, gender identity or expression, sexual orientation, veteran and protected veteran status, disability status, and or any other basis protected by applicable federal, state or local law.
Pursuant to the Los Angeles Fair Chance Ordinance and the California Fair Chance Act, qualified applicants with arrest or conviction records will be considered for employment.
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Get Access To All JobsTips for Finding OPT Sponsorship as a Portfolio Management Analyst
Target firms with established OPT pipelines
Large asset managers and bulge-bracket banks hire OPT analysts regularly and have HR processes built around it. Smaller boutique firms may be willing but lack the infrastructure, so prioritize employers with a track record of sponsoring international candidates in portfolio roles.
Confirm your degree qualifies for STEM OPT extension
Finance, economics, mathematics, statistics, and financial engineering degrees commonly qualify for the 24-month STEM extension. Verify your CIP code with your DSO before applying, since a three-year total OPT window is a meaningful selling point for employers evaluating analyst candidates.
Highlight quantitative skills on your resume
Portfolio management roles prioritize Python, R, SQL, Bloomberg Terminal, and financial modeling. Employers hiring OPT analysts want to see technical depth immediately. Lead with quantitative projects, coursework, or internship outputs that demonstrate you can contribute without a long ramp-up period.
Address OPT timing early in the application process
Many hiring managers misunderstand OPT and assume it creates legal complexity. Clarify upfront that you are already authorized to work, require no immediate sponsorship, and explain your authorization end date so employers can plan ahead for H-1B visa filing cycles.
Pursue CFA Level 1 to signal long-term commitment
Employers sponsoring analysts for H-1B want candidates worth the investment. Sitting for or passing CFA Level 1 during your OPT period demonstrates professional seriousness and aligns with the credential expectations most portfolio management teams have for full-time analyst hires.
Network within fixed income, equities, and multi-asset teams
Portfolio management is relationship-driven. Attending CFA Society events, university alumni panels, and finance industry meetups puts you in front of decision-makers who hire analysts directly. Internal referrals significantly improve your chances at firms that do not advertise OPT-friendly roles publicly.
Portfolio Management Analyst OPT: Frequently Asked Questions
Can I work as a Portfolio Management Analyst on F-1 OPT?
Yes. F-1 OPT authorizes full-time employment in roles directly related to your field of study. Portfolio Management Analyst positions typically qualify under finance, economics, mathematics, or related degree programs. You must begin employment before your OPT start date and ensure the role is within your authorized field as listed on your EAD card.
Do Portfolio Management Analyst jobs typically lead to H-1B sponsorship?
Many do, particularly at large asset managers, investment banks, and institutional fund managers that have structured analyst programs. These firms regularly file H-1B petitions for qualifying employees each April. Boutique firms sponsor less consistently. When evaluating offers, ask directly whether the firm has previously sponsored H-1B visas for analyst-level staff. Migrate Mate lists Portfolio Management Analyst roles at employers with sponsorship history.
Does a finance or economics degree qualify for the STEM OPT extension in this field?
It depends on your specific CIP code. Finance (CIP 52.0801), economics (CIP 45.0601), mathematics (CIP 27.01), statistics (CIP 27.05), and financial engineering degrees commonly qualify. Your school's DSO can confirm whether your program is on the STEM designation list. A qualifying degree gives you up to 36 months of total OPT, which matters for employers who need time to file an H-1B.
What do employers look for when hiring OPT students for Portfolio Management Analyst roles?
Quantitative skills come first. Proficiency in Python, R, Excel-based financial modeling, and Bloomberg Terminal is expected at most firms. Employers also want to see coursework or project experience in portfolio theory, asset allocation, or risk management. Beyond technical skills, firms evaluating OPT candidates weigh your authorization timeline and whether it aligns with their H-1B filing calendar.
How do I find Portfolio Management Analyst jobs that sponsor OPT?
Migrate Mate is built specifically for F-1 OPT students and filters job listings by employers who sponsor work authorization. Rather than sorting through general job postings and guessing at sponsorship willingness, you can search Portfolio Management Analyst roles on Migrate Mate and focus your applications on firms that have already indicated they hire international candidates.