Investment Visa Sponsorship Jobs in California
Investment roles in California attract strong international hiring, with major employers like BlackRock, Wells Fargo, and Fidelity Investments operating across San Francisco, Los Angeles, and San Jose. The state's concentration of venture capital, private equity, and asset management firms makes it one of the most active markets for visa-sponsored investment positions in the country.
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Get Access To All JobsINTRODUCTION
INVESTMENT SERVICE ASSOCIATE SENIOR
WHAT IS THE OPPORTUNITY?
Work with Investment Services Managers in the managing of the overall relationship of assigned managed agency accounts. Represent Wealth Management in various business activities and maintains contacts with clients, administrators, trustees, co-trustees, beneficiaries, attorneys and others regarding accounts. Work closely with portfolio managers, advisors, and others in providing high quality service and ensures compliance with all statutory requirements.
WHAT WILL YOU DO?
Investment Administration
- Process fund transfers, wires, checks, transfers to and from City National bank accounts and ACH.
- Administration of IRAs.
- Prepare client portfolio review books for Advisors.
- Process of client account maintenance requests.
- Ad hoc requests (i.e. requests for statements, 1099's, copy of trade confirmations, etc.).
- Assist Investment Services Managers with the annual confirmation of investment objectives.
- Assist Investment Services Managers with various compliance reports such as anticipated fees, investment change verification, zero balance accounts, accounts not scheduled for events, etc.
- Prepare custom client reporting.
Risk Management and Compliance
- Follow appropriate Regulation 9 process.
- Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
- Comply with the regulatory requirements established by the Office of the Comptroller of the Currency (OCC) as well external and internal auditors and the WMS Compliance Officer.
- Assure that trust policies and procedures coincide with division and bank objectives.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Bachelor's Degree or equivalent
- 3 years of experience in an investment management or trust environment
- 2 years of experience in a financial services organization
- 2 years of experience with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Additional Qualifications
- Excellent organizational and problem solving skills.
- Experience with SEI’s Trust 3000 Trust Accounting System preferred. Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Excellent verbal and written communication skills.
- Bachelor’s Degree in Business, Finance or related area preferred, or equivalent 1 to 3 years work experience.
WHAT'S IN IT FOR YOU?
Compensation
- Starting base salary: $28.58 - $45.66 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
About us
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
LI-DN1
CA-DN1
INTRODUCTION
INVESTMENT SERVICE ASSOCIATE SENIOR
WHAT IS THE OPPORTUNITY?
Work with Investment Services Managers in the managing of the overall relationship of assigned managed agency accounts. Represent Wealth Management in various business activities and maintains contacts with clients, administrators, trustees, co-trustees, beneficiaries, attorneys and others regarding accounts. Work closely with portfolio managers, advisors, and others in providing high quality service and ensures compliance with all statutory requirements.
WHAT WILL YOU DO?
Investment Administration
- Process fund transfers, wires, checks, transfers to and from City National bank accounts and ACH.
- Administration of IRAs.
- Prepare client portfolio review books for Advisors.
- Process of client account maintenance requests.
- Ad hoc requests (i.e. requests for statements, 1099's, copy of trade confirmations, etc.).
- Assist Investment Services Managers with the annual confirmation of investment objectives.
- Assist Investment Services Managers with various compliance reports such as anticipated fees, investment change verification, zero balance accounts, accounts not scheduled for events, etc.
- Prepare custom client reporting.
Risk Management and Compliance
- Follow appropriate Regulation 9 process.
- Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
- Comply with the regulatory requirements established by the Office of the Comptroller of the Currency (OCC) as well external and internal auditors and the WMS Compliance Officer.
- Assure that trust policies and procedures coincide with division and bank objectives.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Bachelor's Degree or equivalent
- 3 years of experience in an investment management or trust environment
- 2 years of experience in a financial services organization
- 2 years of experience with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Additional Qualifications
- Excellent organizational and problem solving skills.
- Experience with SEI’s Trust 3000 Trust Accounting System preferred. Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Excellent verbal and written communication skills.
- Bachelor’s Degree in Business, Finance or related area preferred, or equivalent 1 to 3 years work experience.
WHAT'S IN IT FOR YOU?
Compensation
- Starting base salary: $28.58 - $45.66 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
About us
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
LI-DN1
CA-DN1
Investment Job Roles in California
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Search Investment Jobs in CaliforniaInvestment Jobs in California: Frequently Asked Questions
Which companies sponsor visas for investment roles in California?
Large financial institutions and asset managers with California offices are the most consistent sponsors for investment roles. Firms like BlackRock, Vanguard, Fidelity Investments, JPMorgan Asset Management, and Goldman Sachs regularly file H-1B visa petitions for analysts, portfolio managers, and quantitative researchers. Venture capital and private equity firms also sponsor, though less frequently than publicly traded financial institutions with established HR infrastructure.
Which visa types are most common for investment roles in California?
The H-1B is the most common visa category for investment professionals in California, covering roles like financial analyst, portfolio analyst, and quantitative researcher that require at least a bachelor's degree in a specialized field such as finance, economics, or mathematics. Candidates with advanced degrees may see stronger petition outcomes. The O-1A is an option for investment professionals with exceptional recognition, though it requires substantial documented achievement.
Which cities in California have the most investment sponsorship jobs?
San Francisco and its surrounding Bay Area lead California for sponsored investment positions, driven by the concentration of venture capital, fintech, and asset management firms. Los Angeles is the second-largest market, with strength in private equity and real estate investment. San Jose attracts quantitative and technology-focused investment roles. Smaller but active markets include Palo Alto, Menlo Park, and San Diego, particularly for early-stage and growth equity roles.
How to find investment visa sponsorship jobs in California?
Migrate Mate filters investment roles in California specifically by visa sponsorship history, so you can browse positions from employers who have actively sponsored international candidates rather than sorting through listings where sponsorship is unconfirmed. California's investment market spans traditional finance, fintech, and venture-backed firms, so filtering by sub-sector on Migrate Mate helps narrow results to the segment that matches your background in portfolio analysis, research, or capital markets.
Are there state-specific considerations for investment visa sponsorship in California?
California employers sponsoring H-1B workers for investment roles must meet Department of Labor prevailing wage requirements, which reflect the state's high cost of living and tend to be among the highest in the country. California also has a large pipeline of international finance and economics graduates from UC Berkeley, UCLA, and USC, which influences the candidate pool employers draw from. Investment roles at registered investment advisers may also require FINRA licensing, regardless of visa status.
What is the prevailing wage for sponsored investment 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.