Investment Management STEM OPT Jobs in California
Investment management F-1 STEM OPT sponsorship jobs in California concentrate in San Francisco, Los Angeles, and San Jose, where firms like BlackRock, PIMCO, and Franklin Templeton have significant operations. Quantitative analyst, risk modeling, and data-driven portfolio roles at these employers regularly align with STEM OPT-eligible degree fields such as financial engineering, statistics, and computer science.
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ABOUT CIM GROUP: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!
POSITION PURPOSE: As an Infrastructure Engineer, AI focused on Microsoft Copilot and the Microsoft Power Platform, you will own the design, development, governance, and operational support of enterprise AI and productivity solutions. This role is responsible for building and administering AI agents using Copilot Studio, developing automated workflows, and establishing secure, scalable governance models across the Power Platform. You will work directly with business users to enable adoption—helping teams design, build, and troubleshoot AI agents—while also ensuring solutions align with enterprise architecture, security standards, and data governance practices. The role operates as an individual contributor but will partner closely with a broader, cross-functional AI team.
Responsibilities:
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AI Agent Development & Enablement: Design, build, and administer AI agents using Microsoft Copilot Studio, with a focus on SharePoint-based knowledge grounding. Partner directly with business users to gather requirements, co-develop solutions, and troubleshoot agent behavior, accuracy, and performance. Promote reusable design patterns and best practices for scalable agent development.
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Workflow Automation (Power Platform): Develop and manage automated workflows using Power Automate and related services. Build integrations between Copilot agents and enterprise systems, ensure reliability and error handling, and optimize workflows for efficiency and maintainability. Build flows that leverage SharePoint online forms, lists, and sites.
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Governance Ownership (Power Platform & Copilot): Own and enforce governance across Power Platform and Copilot Studio, including:
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Environment strategy (Dev/Test/Prod)
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Data Loss Prevention (DLP) policies and connector governance
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Role-based access control (RBAC) and least privilege access
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Solution lifecycle management (ALM) and deployment standards
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Data usage policies, with focus on SharePoint-based AI grounding
Continuously refine governance to balance innovation with risk management.
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Security & Risk Management: Implement and monitor security controls to protect enterprise data within AI solutions. Identify and mitigate risks such as data leakage, over-permissioning, and improper data exposure through AI agents. Partner with security teams as needed, but retain ownership of platform-level controls.
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AI Integration & Targeted LLM Usage: Design and implement integrations between Microsoft Copilot and external AI platforms where appropriate. Support use of Anthropic Claude, including administration of Claude Enterprise and secure API integrations. Define when to use internal vs. external AI models.
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Platform Administration: Administer Power Platform and Copilot Studio environments, including provisioning, monitoring, capacity management, and licensing optimization. Ensure platform health, performance, and alignment with enterprise standards.
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Monitoring, Optimization & Reporting: Track usage, adoption, and performance of AI agents and workflows. Identify opportunities to improve accuracy, reduce cost, and increase business value. Provide reporting and insights to IT leadership and the cross-functional AI team.
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User Support & Training: Provide Tier-2/3 support for AI solutions, working directly with end users to resolve issues and improve outcomes. Develop practical training materials, documentation, and governance guidelines to enable safe and effective self-service development.
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Collaboration with AI Team: Work closely with a cross-functional AI team to align on priorities, standards, and emerging use cases. Contribute to enterprise AI strategy through hands-on execution and feedback from real-world deployments.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
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Bachelor’s Degree in a technical field preferred (e.g. Computer Science)
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Industry Certifications a plus (e.g. Network+, Azure Administrator Associate)
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3-5+ years of experience with Microsoft Power Platform (Power Automate, Power Apps, Dataverse)
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Hands-on experience with Microsoft Copilot Studio or similar conversational AI platforms
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Experience managing Anthropic Claude or similar non-Microsoft enterprise AI services
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Proven experience designing and enforcing governance in Power Platform environments
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Experience working directly with business users to design and troubleshoot solutions
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Familiarity with integrating external APIs and AI platforms
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Understanding of enterprise identity and access management (Entra ID)
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Microsoft SharePoint: Proficiency in the Microsoft 365 ecosystem - especially SharePoint Online, Microsoft Teams, OneDrive - and its administration tools. Experience creating, managing, and securing SharePoint sites.
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PowerShell: Strong PowerShell scripting skills for automating SharePoint administrative tasks (e.g., bulk updates, deployments, backups)
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Strong communication and interpersonal skills to effectively support end-users and work with cross-functional teams.
ABOUT YOU:
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Excellent analytical, organizational and documentation skills
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Ability to prioritize tasks and escalate to a senior member of the team as necessary
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Excellent verbal and written communication with end users, clients, and vendors
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Ability to communicate and present ideas and recommendations effectively to IT management or other business stakeholders.
WHAT CIM OFFERS: At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:
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A variety of Medical, dental, and vision benefit plans
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Health Savings Account with a generous employer contribution
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Company paid life and disability insurance
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401(k) savings plan, with company match
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Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave
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Up to 16 hours of volunteer time off
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Up to 16 weeks of Paid Parental Leave
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Ongoing professional development programs
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Wellness program, including monthly and quarterly prizes
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And more!
Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. This role is eligible for bonus pay in addition to base salary. The anticipated base salary range for the position in Los Angeles, CA is $108,000 - $125,000.
HOW WE FEEL ABOUT DIVERSITY AND INCLUSION: At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.
Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group.
Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process. CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.
STEM OPT Investment Management Job Roles in California
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Search Investment Management Jobs in CaliforniaInvestment Management STEM OPT Sponsorship Jobs in California: Frequently Asked Questions
Which investment management companies sponsor F-1 STEM OPT visas in California?
California-based and California-headquartered investment management firms with documented STEM OPT and subsequent H-1B visa sponsorship history include BlackRock's San Francisco office, PIMCO in Newport Beach, Franklin Templeton in San Mateo, and Western Asset Management in Pasadena. Quantitative hedge funds and fintech-adjacent asset managers in the Bay Area also regularly sponsor F-1 STEM OPT holders for data science and quantitative research roles.
Which cities in California have the most investment management F-1 STEM OPT sponsorship jobs?
San Francisco leads for quantitative and technology-driven investment management roles, drawing firms that blend asset management with data infrastructure. Los Angeles hosts major fixed-income and alternatives managers, including PIMCO and Oaktree Capital. San Jose and the broader South Bay attract roles tied to algorithmic trading and portfolio analytics. Newport Beach and Pasadena round out the state's investment management hiring hubs for STEM OPT candidates.
What types of investment management roles typically qualify for F-1 STEM OPT sponsorship?
Roles that qualify must map to a STEM-designated CIP code tied to your degree. In investment management, quantitative analyst, risk analyst, portfolio analytics associate, data scientist, and financial engineer positions regularly meet this requirement when the employing firm classifies them under STEM degree classifications recognized by USCIS as STEM-eligible. General relationship management or non-quantitative roles may not qualify, so confirming the role's STEM degree classification with your DSO before accepting an offer is important.
How do I find investment management F-1 STEM OPT sponsorship jobs in California?
Migrate Mate filters investment management roles specifically for F-1 STEM OPT eligibility and California location, surfacing employers with verified sponsorship history based on DOL Labor Condition Application data. This removes the guesswork of cold-applying to firms that don't sponsor. Search by role type, quantitative analyst, risk modeling, portfolio analytics, to narrow results to positions where your STEM degree field is a direct match for the employer's filing history.
Are there California-specific considerations for F-1 STEM OPT sponsorship in investment management?
California's investment management sector skews heavily quantitative compared to other states, meaning STEM OPT holders with degrees in financial engineering, applied mathematics, statistics, or computer science are a stronger fit for the roles that open most frequently. California also has strict worker classification laws, so investment management employers in the state tend to hire STEM OPT holders as W-2 employees rather than contractors, which is required for STEM OPT authorization in any case.