Portfolio Manager Jobs for OPT Students
Portfolio Manager jobs are well-suited for F-1 OPT students with degrees in finance, economics, or a related quantitative field. Most roles qualify as specialty occupations for H-1B sponsorship, and STEM OPT extensions apply if your degree falls under CIP codes like financial mathematics or computational finance.
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Get Access To All JobsAsset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst
Fixed Income and Liquidity Solutions, within Public Investing, manages more than $1.7 trillion* in assets for a variety of clients, including private wealth mandates and institutional clients such as insurance companies, pension funds, and endowments. The team has a long history of investing across public fixed income strategies including rates, currency and credit on behalf of our clients. Investment ideas are created through collaboration between portfolio managers, research analysts, and traders.
Role Overview
Goldman Sachs Asset Management’s Fixed Income Solutions team is a leading provider of customized separately managed accounts (SMAs), managing over $200 billion in global assets across 48,000+ accounts. The Fixed Income Solutions team delivers bespoke investment solutions for a variety of clients, including high net worth, institutional and retail investors. As an Analyst on our Client Portfolio Manager (CPM) team within Fixed Income Solutions, you will drive client engagement, marketing, and product development for our custom fixed income SMA strategies. Collaborating with portfolio managers, traders, salespeople, and financial advisors, you will create tailored taxable and tax-exempt solutions, deliver market insights, develop marketing content, and provide exceptional client service. This role demands a detail-oriented team-player with strong interpersonal skills and the ability to thrive in a fast-paced environment. The candidate should be highly organized with the ability to multi-task and produce deliverables under competing deadlines. The candidate should be passionate about markets, capable of learning new concepts, comfortable speaking to financial advisors, and excited to join an established, high-growth business.
Responsibilities:
- Subject Matter Expertise: Develop and maintain a comprehensive understanding of GSAM's Fixed Income Solutions investment strategies, portfolio construction methodologies, and performance attribution. Become a go-to resource for our SMA offerings, demonstrating a deep understanding of the competitive landscape and market trends.
- Client Communication & Support: Act as a primary point of contact for sales teams, financial advisors, and retail clients, promptly addressing inquiries related to portfolio positioning, performance, market outlook, and product platform. Proactively communicate portfolio updates, market insights, and investment strategy perspectives.
- Marketing & Content Creation: Develop and maintain compelling marketing materials, including pitchbooks, presentations, commentaries, and website content. Assist in crafting thematic content that highlights our investment expertise and differentiates our SMA strategies. Tailor materials to address specific client needs and requests.
- Sales Support & Client Acquisition: Support senior sales leaders in presenting our SMA strategies to prospective clients, clearly articulating our investment philosophy, process, and performance track record. Participate in client meetings, conference calls, and due diligence sessions, contributing to the sales process and client relationship management.
- Market Intelligence & Analysis: Continuously monitor and analyze fixed income markets, economic indicators, and competitor strategies to identify opportunities and inform portfolio positioning. Contribute to the development of investment insights and market commentary.
- Portfolio Review & Reporting: Prepare and deliver timely and accurate client-specific portfolio reviews and performance reports, ensuring clear and concise communication of key investment themes and results.
- Collaboration & Project Management: Collaborate with portfolio managers, strategists, and engineers on various team-related strategic projects, including product development, platform enhancements, and process optimization.
- Education & Training: Educate internal and external audiences on our focused SMA products, providing training and support to enhance their understanding of our investment strategies.
- Relationship Management: Develop strong working relationships across our business, working closely with strategists and engineers to develop and enhance CPM tools.
Qualifications
- 1-2 years of experience in the financial services industry, preferably with a focus on fixed income portfolio management or client service.
- Strong understanding of fixed income markets, including taxable and municipal bonds, and SMA structures.
- Excellent verbal, presentation, and written communication skills, with the ability to effectively communicate complex investment concepts to diverse audiences.
- Exceptional PowerPoint skills, with the ability to create visually appealing and informative presentations.
- Proficiency in Microsoft Excel and other data analysis tools.
- Self-motivated, well-organized, and detail-oriented, with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Strong analytical and problem-solving skills.
- Ability to learn and retain new concepts and adapt to changing market conditions.
- FINRA Series 7 and 63 licenses (preferred).
Salary Range
The expected base salary for this New York, New York, United States-based position is $90,000-$125,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Analyst
OFFICE LOCATION(S)
New York
JOB FUNCTION
Internal Product Specialists
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 90,000 - 125,000
Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst
Fixed Income and Liquidity Solutions, within Public Investing, manages more than $1.7 trillion* in assets for a variety of clients, including private wealth mandates and institutional clients such as insurance companies, pension funds, and endowments. The team has a long history of investing across public fixed income strategies including rates, currency and credit on behalf of our clients. Investment ideas are created through collaboration between portfolio managers, research analysts, and traders.
Role Overview
Goldman Sachs Asset Management’s Fixed Income Solutions team is a leading provider of customized separately managed accounts (SMAs), managing over $200 billion in global assets across 48,000+ accounts. The Fixed Income Solutions team delivers bespoke investment solutions for a variety of clients, including high net worth, institutional and retail investors. As an Analyst on our Client Portfolio Manager (CPM) team within Fixed Income Solutions, you will drive client engagement, marketing, and product development for our custom fixed income SMA strategies. Collaborating with portfolio managers, traders, salespeople, and financial advisors, you will create tailored taxable and tax-exempt solutions, deliver market insights, develop marketing content, and provide exceptional client service. This role demands a detail-oriented team-player with strong interpersonal skills and the ability to thrive in a fast-paced environment. The candidate should be highly organized with the ability to multi-task and produce deliverables under competing deadlines. The candidate should be passionate about markets, capable of learning new concepts, comfortable speaking to financial advisors, and excited to join an established, high-growth business.
Responsibilities:
- Subject Matter Expertise: Develop and maintain a comprehensive understanding of GSAM's Fixed Income Solutions investment strategies, portfolio construction methodologies, and performance attribution. Become a go-to resource for our SMA offerings, demonstrating a deep understanding of the competitive landscape and market trends.
- Client Communication & Support: Act as a primary point of contact for sales teams, financial advisors, and retail clients, promptly addressing inquiries related to portfolio positioning, performance, market outlook, and product platform. Proactively communicate portfolio updates, market insights, and investment strategy perspectives.
- Marketing & Content Creation: Develop and maintain compelling marketing materials, including pitchbooks, presentations, commentaries, and website content. Assist in crafting thematic content that highlights our investment expertise and differentiates our SMA strategies. Tailor materials to address specific client needs and requests.
- Sales Support & Client Acquisition: Support senior sales leaders in presenting our SMA strategies to prospective clients, clearly articulating our investment philosophy, process, and performance track record. Participate in client meetings, conference calls, and due diligence sessions, contributing to the sales process and client relationship management.
- Market Intelligence & Analysis: Continuously monitor and analyze fixed income markets, economic indicators, and competitor strategies to identify opportunities and inform portfolio positioning. Contribute to the development of investment insights and market commentary.
- Portfolio Review & Reporting: Prepare and deliver timely and accurate client-specific portfolio reviews and performance reports, ensuring clear and concise communication of key investment themes and results.
- Collaboration & Project Management: Collaborate with portfolio managers, strategists, and engineers on various team-related strategic projects, including product development, platform enhancements, and process optimization.
- Education & Training: Educate internal and external audiences on our focused SMA products, providing training and support to enhance their understanding of our investment strategies.
- Relationship Management: Develop strong working relationships across our business, working closely with strategists and engineers to develop and enhance CPM tools.
Qualifications
- 1-2 years of experience in the financial services industry, preferably with a focus on fixed income portfolio management or client service.
- Strong understanding of fixed income markets, including taxable and municipal bonds, and SMA structures.
- Excellent verbal, presentation, and written communication skills, with the ability to effectively communicate complex investment concepts to diverse audiences.
- Exceptional PowerPoint skills, with the ability to create visually appealing and informative presentations.
- Proficiency in Microsoft Excel and other data analysis tools.
- Self-motivated, well-organized, and detail-oriented, with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Strong analytical and problem-solving skills.
- Ability to learn and retain new concepts and adapt to changing market conditions.
- FINRA Series 7 and 63 licenses (preferred).
Salary Range
The expected base salary for this New York, New York, United States-based position is $90,000-$125,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Analyst
OFFICE LOCATION(S)
New York
JOB FUNCTION
Internal Product Specialists
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 90,000 - 125,000
How to Get Visa Sponsorship as a Portfolio Manager
Target asset managers and investment firms with H-1B track records
Large asset managers, hedge funds, and wealth management firms file H-1B petitions regularly. Prioritize employers with a documented history of sponsoring analysts and portfolio associates before applying, since sponsorship willingness varies significantly by firm size and structure.
Frame your CFA progress as a hiring signal
Passing CFA Level I or II while on OPT signals long-term commitment to the field and reduces perceived hiring risk for sponsors. Many portfolio management teams factor CFA candidacy into decisions about which candidates are worth investing in for visa sponsorship.
Emphasize quantitative skills that are genuinely hard to source domestically
Employers weigh sponsorship cost against candidate scarcity. Highlighting specialized skills in risk modeling, derivatives pricing, or factor-based investing strengthens your case by demonstrating expertise that justifies the investment in your visa sponsorship process.
Pursue roles titled 'Portfolio Analyst' or 'Investment Associate' as entry points
Senior Portfolio Manager titles often require licensing and years of experience. Entry-level analyst and associate roles within portfolio teams are more accessible on OPT and commonly serve as the internal pathway to full portfolio management responsibilities with sponsorship.
Understand Series 65 and 66 licensing requirements before you apply
Many Portfolio Manager roles require state investment adviser registration, which involves passing the Series 65 or 66 exam. Completing this before or during OPT removes a post-hire compliance hurdle that can otherwise slow down your onboarding and sponsorship timeline.
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Get Access To All JobsFrequently Asked Questions
Can F-1 OPT students work as Portfolio Managers in the United States?
Yes. Portfolio Manager roles generally qualify as specialty occupations under U.S. immigration rules because they require at least a bachelor's degree in finance, economics, mathematics, or a closely related field. F-1 students authorized for OPT can work in these roles without any additional employer filing during the OPT period itself.
Do Portfolio Manager jobs qualify for the STEM OPT extension?
They can, depending on your degree. If your bachelor's or master's degree falls under a designated STEM CIP code, such as financial mathematics, computational finance, or applied statistics, you may qualify for a 24-month STEM OPT extension. A standard finance or economics degree may not qualify, so confirm your CIP code with your DSO before assuming eligibility.
How do I find Portfolio Manager jobs that sponsor H-1B visas for OPT students?
Migrate Mate is built specifically for F-1 OPT students and filters roles by visa sponsorship willingness, saving you the work of screening employers manually. Portfolio management roles at larger investment firms, insurance companies, and banks are the most likely to sponsor, since they have established immigration compliance infrastructure and recurring hiring needs.
Does working as a Portfolio Manager on OPT count as authorized employment even if I manage client assets?
Yes, as long as the work is directly related to your degree field and your OPT authorization is active. Managing investment portfolios aligns with degrees in finance, economics, and quantitative fields. You must work for a single authorized employer and cannot work independently as a freelance investment manager while on OPT, since self-employment is not permitted.
What happens to my OPT authorization if my Portfolio Manager employer is acquired or undergoes a major restructuring?
A merger or acquisition that results in a successor employer can allow you to continue working without interruption, provided the new entity assumes the employment relationship and your job duties remain materially the same. You should notify your DSO promptly and document the change. If your position is eliminated, the standard 60-day grace period applies before you must change status or depart.
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