Investment Management Jobs in California with H-1B Sponsorship
California is one of the most active states for H-1B visa sponsorship in investment management, with major employers concentrated in San Francisco, Los Angeles, and Silicon Valley. Firms like BlackRock, Vanguard's regional offices, PIMCO, and numerous hedge funds and private equity managers regularly file H-1B petitions for portfolio managers, analysts, and quantitative researchers.
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Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 25 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.
Responsibilities
The Vice President in Corporate Finance will be a senior member of the team responsible for financial planning and analysis at Oaktree. Responsibilities for this role will include:
- Help build a best-in-class FP&A capability—raising the bar on accuracy, timeliness, controls, and executive-ready insights
- Serve as a key finance leader during Oaktree’s transformation and integration with Brookfield, aligning planning, reporting, and performance management to evolving stakeholder needs
- Establish and continuously improve the finance operating rhythm, including standardized KPI dashboards, management reporting, and clear narratives that support decisive action
- Lead finance support for enterprise-wide strategic initiatives (new products, organizational changes, platform integration), translating complex business questions into actionable analyses and recommendations
- Champion data integrity and scalable processes by enhancing governance, documentation, and controls—while automating recurring reporting to shift the team’s time toward value-added analysis
- Partner with senior leadership in ensuring strong financial stewardship through budgeting, financial forecasting, strategy-level profitability, trend analysis and various ad hoc analyses
- Improve decision-making by analyzing the financial and non-financial impact of various business and/or strategic alternatives
- Drive improvement within the Corporate Finance Department and the Finance Organization by implementing process enhancements and new technologies including assisting in and lead implementation of Workday Adaptive
- Mentor and provide guidance to direct reports and other team members to ensure high performance and accountability
- Influence outcomes and educate others by communicating important information in a clear and concise manner that is tailored to its audience
- Understand the components, drivers and evolution of Oaktree’s expenses and revenues and forecast them accordingly
- Contribute to various aspects of the quarterly close process
- Analyze the profitability of Oaktree’s business including expense allocations, margin metrics and growth opportunities
- Support corporate financing activities, including preparation of materials for lenders and rating agencies; and
- Prepare quarterly reporting materials and other internal and external communication documents, including financial analyses for materials shared with Brookfield, the Board of Directors, and other key stakeholders
Qualifications
- 10+ years of corporate finance, FP&A, accounting, investment banking or consulting experience
- Experience in asset management or alternative asset management is a plus
- Proven leader with experience managing high-performing FP&A teams
- Outstanding analytical skills
- Ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion
- Expertise at preparing and reviewing complex financial models
- Advanced understanding of financial statements and accounting
- Experience leveraging data & technology to drive process efficiencies and mitigate operational risk
- Strong working knowledge of Microsoft applications e.g., Excel, PowerPoint, SharePoint; and
- Familiarity with Workday, SAP BPC or other financial planning and analysis software is a plus
Personal Attributes
- Self-starter with a proven ability to take initiative
- Responsible and results-oriented with a strong work ethic and sense of dedication
- Excellent interpersonal, verbal, and written communication skills
- Works well under pressure and with time constraints
- Outstanding organization skills with high attention-to-detail
- Team-oriented with strong integrity and professionalism; and
- Must be able to handle highly confidential information and situations with professionalism and tact
Education
Bachelor’s degree from a top college or university. MBA, advanced degree, or finance/accounting certifications such as CPA or CFA is a plus.
Base Salary Range
$160,000-$200,000 + discretionary bonus and comprehensive benefits package
Equal Opportunity Employment Policy
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.
For positions based in Los Angeles
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 25 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.
Responsibilities
The Vice President in Corporate Finance will be a senior member of the team responsible for financial planning and analysis at Oaktree. Responsibilities for this role will include:
- Help build a best-in-class FP&A capability—raising the bar on accuracy, timeliness, controls, and executive-ready insights
- Serve as a key finance leader during Oaktree’s transformation and integration with Brookfield, aligning planning, reporting, and performance management to evolving stakeholder needs
- Establish and continuously improve the finance operating rhythm, including standardized KPI dashboards, management reporting, and clear narratives that support decisive action
- Lead finance support for enterprise-wide strategic initiatives (new products, organizational changes, platform integration), translating complex business questions into actionable analyses and recommendations
- Champion data integrity and scalable processes by enhancing governance, documentation, and controls—while automating recurring reporting to shift the team’s time toward value-added analysis
- Partner with senior leadership in ensuring strong financial stewardship through budgeting, financial forecasting, strategy-level profitability, trend analysis and various ad hoc analyses
- Improve decision-making by analyzing the financial and non-financial impact of various business and/or strategic alternatives
- Drive improvement within the Corporate Finance Department and the Finance Organization by implementing process enhancements and new technologies including assisting in and lead implementation of Workday Adaptive
- Mentor and provide guidance to direct reports and other team members to ensure high performance and accountability
- Influence outcomes and educate others by communicating important information in a clear and concise manner that is tailored to its audience
- Understand the components, drivers and evolution of Oaktree’s expenses and revenues and forecast them accordingly
- Contribute to various aspects of the quarterly close process
- Analyze the profitability of Oaktree’s business including expense allocations, margin metrics and growth opportunities
- Support corporate financing activities, including preparation of materials for lenders and rating agencies; and
- Prepare quarterly reporting materials and other internal and external communication documents, including financial analyses for materials shared with Brookfield, the Board of Directors, and other key stakeholders
Qualifications
- 10+ years of corporate finance, FP&A, accounting, investment banking or consulting experience
- Experience in asset management or alternative asset management is a plus
- Proven leader with experience managing high-performing FP&A teams
- Outstanding analytical skills
- Ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion
- Expertise at preparing and reviewing complex financial models
- Advanced understanding of financial statements and accounting
- Experience leveraging data & technology to drive process efficiencies and mitigate operational risk
- Strong working knowledge of Microsoft applications e.g., Excel, PowerPoint, SharePoint; and
- Familiarity with Workday, SAP BPC or other financial planning and analysis software is a plus
Personal Attributes
- Self-starter with a proven ability to take initiative
- Responsible and results-oriented with a strong work ethic and sense of dedication
- Excellent interpersonal, verbal, and written communication skills
- Works well under pressure and with time constraints
- Outstanding organization skills with high attention-to-detail
- Team-oriented with strong integrity and professionalism; and
- Must be able to handle highly confidential information and situations with professionalism and tact
Education
Bachelor’s degree from a top college or university. MBA, advanced degree, or finance/accounting certifications such as CPA or CFA is a plus.
Base Salary Range
$160,000-$200,000 + discretionary bonus and comprehensive benefits package
Equal Opportunity Employment Policy
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.
For positions based in Los Angeles
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.
Job Roles in Investment Management in California
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Get Access To All JobsFrequently Asked Questions
Which investment management companies sponsor H-1B visas in California?
California-based firms with established H-1B sponsorship histories in investment management include PIMCO (Newport Beach), Franklin Templeton (San Mateo), BlackRock's California offices, and a wide range of hedge funds and private equity firms in San Francisco and Los Angeles. Larger asset managers tend to have dedicated immigration support teams, making them more consistent sponsors than smaller boutique firms.
Which cities in California have the most investment management H-1B sponsorship jobs?
San Francisco and the broader Bay Area lead in H-1B sponsorship for investment management, particularly for quantitative and technology-driven roles. Los Angeles follows closely, with a strong concentration of private equity, real estate investment, and asset management firms. Newport Beach and San Mateo are also notable hubs, home to firms like PIMCO and Franklin Templeton respectively.
What types of investment management roles typically qualify for H-1B sponsorship?
Roles that commonly qualify as specialty occupations include portfolio analyst, quantitative analyst, risk analyst, financial analyst, research associate, and investment operations specialist. These positions typically require at least a bachelor's degree in finance, economics, mathematics, or a related field. Roles with generalist responsibilities or where no specific degree is formally required by the employer can face greater scrutiny during the H-1B petition process.
How do I find investment management H-1B sponsorship jobs in California?
Migrate Mate is built specifically for this search. You can filter by visa type, industry, and state to browse investment management roles in California where employers have indicated H-1B sponsorship willingness. Rather than sifting through general job boards and guessing which postings lead to sponsorship, Migrate Mate surfaces jobs relevant to your visa situation directly.
Are there any California-specific considerations for H-1B sponsorship in investment management?
California's competitive labor market means prevailing wage compliance is particularly important. Employers must file a Labor Condition Application with the Department of Labor confirming they will pay at least the prevailing wage for the role and location. For investment management positions in high-cost metros like San Francisco, prevailing wage levels are significantly higher than national averages, which affects both employer costs and the types of roles firms are willing to sponsor.
What is the prevailing wage for H-1B investment management jobs in California?
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.
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