OPT Portfolio Manager Jobs
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 visa 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 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 Manager Jobs
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Get Access To All JobsTips for Finding OPT 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 visa 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.
Clarify your OPT timeline upfront with recruiters
Portfolio management hiring cycles are long. Be transparent about your OPT end date and whether you qualify for a 24-month STEM extension, so employers can plan H-1B sponsorship around the April lottery deadline without being caught off guard.
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.
Portfolio Manager OPT: Frequently 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.