Investment Visa Sponsorship Jobs in Arizona
Arizona's investment sector spans financial advisory firms, private equity, wealth management, and fintech companies concentrated in Phoenix and Scottsdale. Major employers including JPMorgan Chase, Charles Schwab, and Vanguard maintain significant Arizona operations and have sponsored visas for investment professionals. The state's growing financial services hub makes it an active market for international candidates seeking sponsorship.
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Get Access To All JobsAbout Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Investment Associate II
The Investment Associate II is responsible for managing the administrative and operational components of assigned client portfolios. This role supports Portfolio Advisors by preparing client materials, maintaining accurate client records, processing transactions, and ensuring compliance with risk and regulatory requirements. The Investment Associate II works independently with limited oversight, proactively identifies issues, and ensures timely, accurate execution of client and advisor requests.
Key Responsibilities
Client Service & Portfolio Support
- Prepare client meeting materials, including presentations, reports, asset allocations, and portfolio performance reviews; ensure accuracy and resolve issues in advance of meetings.
- Serve as a primary point of contact for routine client requests, developing an understanding of client needs and coordinating with Portfolio Advisors and service partners as appropriate.
- Follow up with clients via phone or written correspondence regarding inquiries and service requests.
Portfolio Administration & Transactions
- Process client cash requests, determine funding sources, and prepare trades for Portfolio Advisor approval.
- Execute transactions at client request, including remittances, stock gifting, and other account activities.
- Process physical stock or bond certificates and complete DTC transfers.
- Initiate and process trades in accordance with established deadlines and National Investment Guidelines.
Portfolio Monitoring & Analysis
- Analyze client accounts against investment guidelines to identify discrepancies or issues.
- Rebalance portfolios with guidance from the Portfolio Advisor.
- Research tax cost issues and partner with the tax department to resolve discrepancies and confirm adjustments.
Risk, Compliance & Documentation
- Manage the Client Service team’s monthly compliance (REV) meeting process and related documentation.
- Proactively manage investment objective letters to ensure timely updates prior to expiration.
- Maintain complete, accurate, and well-organized client files, ensuring appropriate documentation, coding, and records (e.g., IPS forms, investment guidelines, fees, address updates, and special holdings).
- Support risk and compliance requirements by identifying issues early and mitigating potential losses due to error.
Systems, Reporting & Collaboration
- Demonstrate proficient use of GDWM and complete all required system training.
- Run standard and ad hoc reports for Portfolio Advisors and clients as requested.
- Collaborate closely with Client Service team members to ensure consistent communication and effective servicing of client relationships.
- Apply judgment to resolve non-routine issues, adapt processes, and improve efficiency and service quality.
Qualifications
Experience
Minimum 1–3 years of relevant experience in investment operations, client service, or a related financial services role
Education
College or university degree preferred, or equivalent relevant work experience
Skills & Competencies
- Working knowledge of investment products, services, and financial terminology
- Strong analytical, organizational, and communication skills
- Ability to manage multiple priorities and meet deadlines consistently
- Demonstrated proficiency with required internal systems and processes
- Strong follow-through and attention to detail
- Ability to collaborate effectively within a team environment and articulate solutions clearly
Work Environment
This is an office-based position 5 days a week. Duties and responsibilities must be performed onsite to support effective collaboration and client service.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Investment Associate II
The Investment Associate II is responsible for managing the administrative and operational components of assigned client portfolios. This role supports Portfolio Advisors by preparing client materials, maintaining accurate client records, processing transactions, and ensuring compliance with risk and regulatory requirements. The Investment Associate II works independently with limited oversight, proactively identifies issues, and ensures timely, accurate execution of client and advisor requests.
Key Responsibilities
Client Service & Portfolio Support
- Prepare client meeting materials, including presentations, reports, asset allocations, and portfolio performance reviews; ensure accuracy and resolve issues in advance of meetings.
- Serve as a primary point of contact for routine client requests, developing an understanding of client needs and coordinating with Portfolio Advisors and service partners as appropriate.
- Follow up with clients via phone or written correspondence regarding inquiries and service requests.
Portfolio Administration & Transactions
- Process client cash requests, determine funding sources, and prepare trades for Portfolio Advisor approval.
- Execute transactions at client request, including remittances, stock gifting, and other account activities.
- Process physical stock or bond certificates and complete DTC transfers.
- Initiate and process trades in accordance with established deadlines and National Investment Guidelines.
Portfolio Monitoring & Analysis
- Analyze client accounts against investment guidelines to identify discrepancies or issues.
- Rebalance portfolios with guidance from the Portfolio Advisor.
- Research tax cost issues and partner with the tax department to resolve discrepancies and confirm adjustments.
Risk, Compliance & Documentation
- Manage the Client Service team’s monthly compliance (REV) meeting process and related documentation.
- Proactively manage investment objective letters to ensure timely updates prior to expiration.
- Maintain complete, accurate, and well-organized client files, ensuring appropriate documentation, coding, and records (e.g., IPS forms, investment guidelines, fees, address updates, and special holdings).
- Support risk and compliance requirements by identifying issues early and mitigating potential losses due to error.
Systems, Reporting & Collaboration
- Demonstrate proficient use of GDWM and complete all required system training.
- Run standard and ad hoc reports for Portfolio Advisors and clients as requested.
- Collaborate closely with Client Service team members to ensure consistent communication and effective servicing of client relationships.
- Apply judgment to resolve non-routine issues, adapt processes, and improve efficiency and service quality.
Qualifications
Experience
Minimum 1–3 years of relevant experience in investment operations, client service, or a related financial services role
Education
College or university degree preferred, or equivalent relevant work experience
Skills & Competencies
- Working knowledge of investment products, services, and financial terminology
- Strong analytical, organizational, and communication skills
- Ability to manage multiple priorities and meet deadlines consistently
- Demonstrated proficiency with required internal systems and processes
- Strong follow-through and attention to detail
- Ability to collaborate effectively within a team environment and articulate solutions clearly
Work Environment
This is an office-based position 5 days a week. Duties and responsibilities must be performed onsite to support effective collaboration and client service.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Investment Job Roles in Arizona
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Search Investment Jobs in ArizonaInvestment Jobs in Arizona: Frequently Asked Questions
Which companies sponsor visas for investment roles in Arizona?
Several large financial institutions with Arizona operations have a documented history of visa sponsorship for investment professionals. JPMorgan Chase, Charles Schwab, and Vanguard all maintain major campuses in the Phoenix metro area. Regional asset managers, private equity firms, and insurance-linked investment companies in Scottsdale also appear in Department of Labor disclosure data as H-1B visa sponsors for finance and investment positions.
Which visa types are most common for investment roles in Arizona?
The H-1B is the most common visa category for investment analysts, portfolio managers, and financial advisors in Arizona, as these roles typically require a bachelor's degree or higher in finance, economics, or a related field, satisfying the specialty occupation standard. Candidates with Indian or Chinese nationality may also encounter EB-2 or EB-3 green card sponsorship timelines. Australians may be eligible for the E-3 visa, which follows a similar employer-sponsored process.
Which cities in Arizona have the most investment sponsorship jobs?
Phoenix and Scottsdale account for the large majority of investment-related visa sponsorship activity in Arizona. Scottsdale in particular has a dense concentration of wealth management firms, registered investment advisors, and fintech companies. Tempe, home to a substantial financial services presence, is another active hiring area. Tucson sees less sponsorship activity for investment roles but has some presence tied to the University of Arizona's finance programs.
How to find investment visa sponsorship jobs in Arizona?
Migrate Mate is built specifically for international candidates and filters investment jobs in Arizona by visa sponsorship eligibility, so you are not sorting through listings that won't support your visa. You can search by role type, city, and visa category to find positions at firms actively hiring sponsored candidates. Reviewing Department of Labor LCA disclosure data alongside Migrate Mate listings can help you confirm which Arizona employers have filed for investment roles recently.
Are there state-specific considerations for investment sponsorship jobs in Arizona?
Arizona does not impose state-level licensing requirements that are unique to international candidates, but investment roles often require FINRA licenses such as the Series 7 or Series 65, which are federally regulated. Employers sponsoring H-1B workers must pay the prevailing wage as determined by the Department of Labor for the specific occupation and metropolitan area, which in Phoenix-Scottsdale reflects a competitive financial services market. Arizona State University and the University of Arizona also generate a pipeline of finance graduates that some employers consider for sponsorship.
What is the prevailing wage for sponsored investment jobs in Arizona?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.