Investment Analyst Visa Sponsorship Jobs in California
Investment analyst visa sponsorship jobs in California are concentrated in San Francisco, Los Angeles, and San Jose, where asset managers, private equity firms, venture capital funds, and financial technology companies actively hire. Firms like BlackRock, Wells Fargo, and Pacific Investment Management Company (PIMCO) have sponsored analysts in the state.
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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 Analyst Job Roles in California
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Search Investment Analyst Jobs in CaliforniaInvestment Analyst Jobs in California: Frequently Asked Questions
Which companies sponsor visas for investment analysts in California?
Asset managers, private equity firms, and financial technology companies in California have a track record of sponsoring investment analysts. Firms like PIMCO in Newport Beach, BlackRock and Charles Schwab in San Francisco, and Wells Fargo across multiple California offices have filed for H-1B visa sponsorship for analyst roles. Venture capital firms in Silicon Valley also hire analysts, though sponsorship rates vary by firm size.
Which visa types are most common for investment analyst roles in California?
The H-1B is the most common visa for investment analysts in California, as the role typically requires a bachelor's degree or higher in finance, economics, or a related field, meeting the specialty occupation standard. Candidates with a relevant master's degree may qualify for the advanced degree exemption in the H-1B lottery. Australian citizens can pursue the E-3 visa, which has no lottery and is available year-round.
Which cities in California have the most investment analyst sponsorship jobs?
San Francisco and its surrounding Bay Area cities account for a significant share of investment analyst sponsorship activity in California, driven by fintech companies, venture capital, and established asset managers. Los Angeles has a strong presence in private equity, entertainment finance, and real estate investment. Newport Beach and San Diego are notable for fixed-income and wealth management firms, including PIMCO's headquarters.
How to find investment analyst visa sponsorship jobs in California?
Migrate Mate filters job listings specifically for roles that offer visa sponsorship, so you can search investment analyst positions in California without sifting through employers who won't sponsor. The platform is built for international candidates and surfaces openings at asset managers, private equity firms, and fintech companies across San Francisco, Los Angeles, and beyond. Filtering by role and state gives you a targeted list without the noise.
Are there state-specific considerations for investment analysts seeking sponsorship in California?
California employers sponsoring H-1B workers must meet Department of Labor prevailing wage requirements, which are benchmarked to regional wage levels and tend to be higher in the Bay Area and Los Angeles metro than national averages. California's concentration of top finance and MBA programs, including UC Berkeley Haas and UCLA Anderson, creates a strong university pipeline that many sponsoring firms draw from when hiring entry-level and mid-level analysts.
What is the prevailing wage for sponsored investment analyst 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.