Investment Management CPT Jobs in California
F-1 CPT investment management jobs in California are concentrated in San Francisco, Los Angeles, and San Jose, where firms like BlackRock, Vanguard's regional offices, and dozens of venture-backed asset managers actively hire students for internships and co-ops. California's position as a global financial and tech hub makes it one of the most active states for CPT-eligible investment management roles.
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Accounting
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Overview
Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.
Scope
Houlihan Lokey is looking for an intern to join the firm’s growing Corporate Development team. Over the past decade, the firm’s bull-bear balanced platform has worked as designed and the Company has grown over 13% per year since its IPO. As such, effectuating greater operational efficiencies and strategic acquisitions have also become an increasingly important part of Houlihan Lokey’s growth strategy.
The Corporate Development team reports directly to the CEO and CFO of the firm, while working in partnership with the heads of the various business lines at HL. This role has the opportunity to be a contributor in effectuating strategic and operational efficiencies and changes across the firm, in addition to executing on acquisitions globally. The intern will be involved in multiple aspects of acquisitions, certain areas of operations and will be conducting various analyses and preparing presentations on corporate initiatives for the firm’s executives / senior management.
Responsibilities
- Assist the Corporate Development team on a broad array of acquisition-related activities and other special projects.
- Support the Corporate Development team’s origination efforts, which include the development of acquisition target searches and profiles, conducting preliminary evaluation of industry participants for categorization and prioritization within HL’s pipeline, and tracking the team’s pipeline activities and maintenance of the team’s CRM database (including extensive use of Salesforce and Pitchbook).
- Aid in the Corporate Development team’s post-acquisition performance tracking by analyzing precedent transactions and creating reports that are shared with management and leveraged by the team during deal execution.
- Develop and manage databases, processes, templates, and reports that drive efficiency and productivity for acquisitions and other strategic projects. Specifically, certain projects include precedent transaction databases, acquisition target lists, and presentation templates, to name a few.
Basic Qualifications
- Must be a junior or senior in a Bachelor’s degree program, preferably in Finance, Accounting, or Economics.
- Previous professional internship experience is preferred.
- A desire to pursue a career in investment banking or finance is preferred.
- A basic understanding of financial modeling and analysis commonly used in acquisition work, and general knowledge of relevant accounting principles.
- A candidate should possess strong written and verbal communication skills, as the Corporate Development team works closely and frequently with senior management.
- Proficient skills with Excel and understanding of PowerPoint and Word.
- Must have strong work ethic and be a self-starter.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
- $25 Hourly
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2026 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
Business Unit:
Accounting
Industry:
No Industry
Overview
Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.
Scope
Houlihan Lokey is looking for an intern to join the firm’s growing Corporate Development team. Over the past decade, the firm’s bull-bear balanced platform has worked as designed and the Company has grown over 13% per year since its IPO. As such, effectuating greater operational efficiencies and strategic acquisitions have also become an increasingly important part of Houlihan Lokey’s growth strategy.
The Corporate Development team reports directly to the CEO and CFO of the firm, while working in partnership with the heads of the various business lines at HL. This role has the opportunity to be a contributor in effectuating strategic and operational efficiencies and changes across the firm, in addition to executing on acquisitions globally. The intern will be involved in multiple aspects of acquisitions, certain areas of operations and will be conducting various analyses and preparing presentations on corporate initiatives for the firm’s executives / senior management.
Responsibilities
- Assist the Corporate Development team on a broad array of acquisition-related activities and other special projects.
- Support the Corporate Development team’s origination efforts, which include the development of acquisition target searches and profiles, conducting preliminary evaluation of industry participants for categorization and prioritization within HL’s pipeline, and tracking the team’s pipeline activities and maintenance of the team’s CRM database (including extensive use of Salesforce and Pitchbook).
- Aid in the Corporate Development team’s post-acquisition performance tracking by analyzing precedent transactions and creating reports that are shared with management and leveraged by the team during deal execution.
- Develop and manage databases, processes, templates, and reports that drive efficiency and productivity for acquisitions and other strategic projects. Specifically, certain projects include precedent transaction databases, acquisition target lists, and presentation templates, to name a few.
Basic Qualifications
- Must be a junior or senior in a Bachelor’s degree program, preferably in Finance, Accounting, or Economics.
- Previous professional internship experience is preferred.
- A desire to pursue a career in investment banking or finance is preferred.
- A basic understanding of financial modeling and analysis commonly used in acquisition work, and general knowledge of relevant accounting principles.
- A candidate should possess strong written and verbal communication skills, as the Corporate Development team works closely and frequently with senior management.
- Proficient skills with Excel and understanding of PowerPoint and Word.
- Must have strong work ethic and be a self-starter.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
- $25 Hourly
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2026 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
CPT Investment Management Job Roles in California
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Search Investment Management Jobs in CaliforniaInvestment Management CPT Sponsorship Jobs in California: Frequently Asked Questions
Which investment management companies sponsor F-1 CPT visas in California?
Large asset managers with California offices, including BlackRock, Franklin Templeton, and PIMCO, regularly hire F-1 CPT students for structured internship programs. Venture capital firms and hedge funds concentrated in San Francisco and Los Angeles also participate, though smaller firms may have less formal CPT onboarding processes. Your DSO must authorize CPT before you begin any role, and the employer must agree to your school's CPT work authorization documentation.
Which cities in California have the most investment management F-1 CPT sponsorship jobs?
San Francisco leads due to its concentration of venture capital, private equity, and asset management firms in the Financial District and nearby Palo Alto. Los Angeles is the second-largest market, with a growing base of alternative investment firms and family offices. San Jose and San Diego have smaller but active markets, particularly for fintech-adjacent investment analyst roles tied to the broader tech and biotech industries.
What types of investment management roles typically qualify for F-1 CPT sponsorship?
Roles that qualify for CPT must be directly related to your major field of study and part of your academic program's curriculum requirements. In investment management, this typically includes investment analyst internships, portfolio research roles, risk analysis positions, and quantitative finance co-ops. Roles in wealth management operations, ESG research, and fund accounting at California-based firms have also supported CPT authorization when the academic nexus requirement is met.
How do I find investment management F-1 CPT sponsorship jobs in California?
Migrate Mate is built specifically for international students and filters jobs by visa type, including F-1 CPT, so you can search investment management roles in California without manually screening every listing for sponsorship willingness. Because CPT eligibility depends on your specific school's program requirements, Migrate Mate's listings help you identify which California employers have experience working with CPT students, saving significant time during your job search.
Are there state-specific considerations for F-1 CPT in California's investment management industry?
California's investment management firms often operate under both federal securities regulations and California-specific financial licensing requirements, which can affect the scope of work CPT students are permitted to perform. Some roles involving direct client advisory functions may require a Series 65 or Series 66 license, which takes time to obtain. Students should confirm with their DSO that the authorized CPT role matches their offer letter's job description, as USCIS scrutinizes practical training alignment closely.