Investment Management OPT Jobs in Colorado
F-1 OPT investment management jobs in Colorado are concentrated in Denver, where firms like Charles Schwab, Vanguard's regional offices, and a growing cluster of independent asset managers actively hire international graduates. Colorado's finance sector spans wealth management, institutional investing, and fintech-adjacent fund operations, giving OPT holders meaningful options beyond the coasts.
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Get Access To All JobsINTRODUCTION
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
ROLE AND RESPONSIBILITIES
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities.
BASIC QUALIFICATIONS
- bachelor degree preferred
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
LOCATION
Location: Denver
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - Colorado - Denver min USD 55000 - max USD 75000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
INTRODUCTION
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
ROLE AND RESPONSIBILITIES
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities.
BASIC QUALIFICATIONS
- bachelor degree preferred
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
LOCATION
Location: Denver
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - Colorado - Denver min USD 55000 - max USD 75000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
OPT Investment Management Job Roles in Colorado
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Search Investment Management Jobs in ColoradoInvestment Management OPT Sponsorship Jobs in Colorado: Frequently Asked Questions
Which investment management companies sponsor F-1 OPT visas in Colorado?
Charles Schwab has a significant Denver presence and has historically hired F-1 OPT candidates in analytical and client-facing roles. Janus Henderson Investors, headquartered in Denver, is one of the larger institutional asset managers in the state and recruits international graduates. Smaller registered investment advisors (RIAs) and family offices in the Denver metro also sponsor OPT, though their hiring is less predictable than large firms.
Which cities in Colorado have the most investment management F-1 OPT sponsorship jobs?
Denver accounts for the large majority of investment management OPT sponsorship opportunities in Colorado, particularly the downtown financial district and the Denver Tech Center. Boulder has a smaller but active finance and fintech community where some fund operations and wealth management roles appear. Colorado Springs occasionally has opportunities tied to military-affiliated financial services firms, but Denver remains the clear primary market for OPT candidates in this industry.
What types of investment management roles typically qualify for F-1 OPT sponsorship?
Roles that align with a quantitative, finance, or economics degree tend to qualify most reliably under OPT's degree-related work requirement. These include investment analyst, portfolio analyst, risk analyst, quantitative researcher, and fund operations associate positions. Roles in financial data analysis and client reporting also commonly qualify. The position must be directly related to your field of study, so documenting that connection is important when your employer files the necessary paperwork.
How do I find investment management F-1 OPT sponsorship jobs in Colorado?
Migrate Mate is built specifically for international students and filters jobs by visa type, making it straightforward to find investment management roles in Colorado that are open to F-1 OPT candidates. Beyond a job board, Migrate Mate focuses on employers with an established pattern of sponsorship, which saves time compared to applying broadly and discovering late in the process that a firm does not support OPT. Filter by state and industry to narrow results to Colorado investment management openings.
Are there any Colorado-specific considerations for F-1 OPT sponsorship in investment management?
Colorado does not impose state-level restrictions on OPT employment, but investment management roles often require FINRA licensing such as the Series 7 or Series 65, and sitting for those exams typically requires employer sponsorship, which can create a timing dependency during OPT. Colorado's RIA-heavy market means many employers are smaller firms that may be less familiar with OPT authorization paperwork, so confirming a firm's prior experience with international hires before accepting an offer is worthwhile.