Investment Visa Sponsorship Jobs in Florida
Florida's investment sector spans Miami's global finance hub, Orlando's growing asset management firms, and Tampa's expanding financial services industry. Major employers including BlackRock, JPMorgan Chase, and Raymond James actively sponsor visa candidates for investment analyst, portfolio management, and wealth management roles across the state.
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Get Access To All JobsINTRODUCTION
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:
- Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
- Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
- Teamwork. We subordinate our egos to work together for the benefit of our clients.
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.
SUMMARY OF THE POSITION
We seek a detailed, motivated, and experienced trader to join our Investment Operations Team. This individual should have in-depth knowledge of financial markets, be a quick learner, and be able to work well in a team as communication within and across departments are key. The position will primarily support the team with daily trade execution and portfolio management operations.
Responsibilities
- Responsible for all aspects of trade calculation, execution, and communication with custodians and teammates.
- Reviews all activity for accuracy of account information and adherence to account management standards and internal trading policies and procedures.
- Ensures correct ticket entry and order routing.
- Maintain communication with team and assists in resolving any settlement problems.
- Reconcile daily and monthly reports as assigned.
- Monitor portfolio drift to ensure adherence to strategy and client target allocations.
- Support advisors with complex trading requests.
- Executes model-to-model transactions, including analysis of transition impact and coordination of execution.
- Daily management of routine and ad-hoc trading operations and workflow including, but not limited to, dollar cost averaging, ongoing cash raises, reporting functions, and investment research.
- Ongoing collaboration with back-office, advisory, customer service, and compliance teams to ensure accurate and best practices are being followed.
- Identify and implement process improvements to drive efficiencies within the department.
- Maintains and updates of all the centrally managed models within our trading system.
- Adherence to GIPS policy standards and procedures while preparing and executing trades.
REQUIRED SKILLS/EXPERIENCE
- Bachelor’s Degree
- Enjoys working in fast-paced environment and ability to manage multiple tasks.
- Demonstrated ability to communicate effectively across organization through both verbal and written communication.
- Strong proficiency in Excel (run and create functions, pivot tables and charts).
PREFERRED SKILLS/EXPERIENCE
- Quick adaptation to technology
- Trading knowledge
- Strong business acumen
- Ability to work well under stress
- Solid understanding of financial markets
- Excellent analytical skills
- Experience with portfolio trading/rebalancing platforms and CRM systems (e.g., Tamarac, Salesforce) a plus
- Comfort adopting AI and automation tools to improve trade accuracy and workflow efficiency
COMPETENCIES
- Enjoys team environment
- Self-starter who is motivated to learn
- Interest in financial markets
INTRODUCTION
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:
- Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
- Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
- Teamwork. We subordinate our egos to work together for the benefit of our clients.
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.
SUMMARY OF THE POSITION
We seek a detailed, motivated, and experienced trader to join our Investment Operations Team. This individual should have in-depth knowledge of financial markets, be a quick learner, and be able to work well in a team as communication within and across departments are key. The position will primarily support the team with daily trade execution and portfolio management operations.
Responsibilities
- Responsible for all aspects of trade calculation, execution, and communication with custodians and teammates.
- Reviews all activity for accuracy of account information and adherence to account management standards and internal trading policies and procedures.
- Ensures correct ticket entry and order routing.
- Maintain communication with team and assists in resolving any settlement problems.
- Reconcile daily and monthly reports as assigned.
- Monitor portfolio drift to ensure adherence to strategy and client target allocations.
- Support advisors with complex trading requests.
- Executes model-to-model transactions, including analysis of transition impact and coordination of execution.
- Daily management of routine and ad-hoc trading operations and workflow including, but not limited to, dollar cost averaging, ongoing cash raises, reporting functions, and investment research.
- Ongoing collaboration with back-office, advisory, customer service, and compliance teams to ensure accurate and best practices are being followed.
- Identify and implement process improvements to drive efficiencies within the department.
- Maintains and updates of all the centrally managed models within our trading system.
- Adherence to GIPS policy standards and procedures while preparing and executing trades.
REQUIRED SKILLS/EXPERIENCE
- Bachelor’s Degree
- Enjoys working in fast-paced environment and ability to manage multiple tasks.
- Demonstrated ability to communicate effectively across organization through both verbal and written communication.
- Strong proficiency in Excel (run and create functions, pivot tables and charts).
PREFERRED SKILLS/EXPERIENCE
- Quick adaptation to technology
- Trading knowledge
- Strong business acumen
- Ability to work well under stress
- Solid understanding of financial markets
- Excellent analytical skills
- Experience with portfolio trading/rebalancing platforms and CRM systems (e.g., Tamarac, Salesforce) a plus
- Comfort adopting AI and automation tools to improve trade accuracy and workflow efficiency
COMPETENCIES
- Enjoys team environment
- Self-starter who is motivated to learn
- Interest in financial markets
Investment Job Roles in Florida
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Search Investment Jobs in FloridaInvestment Jobs in Florida: Frequently Asked Questions
Which companies sponsor visas for investment roles in Florida?
Several large financial institutions and asset managers in Florida have established visa sponsorship programs for investment professionals. Raymond James, headquartered in St. Petersburg, regularly hires internationally for analyst and advisory roles. JPMorgan Chase, Citigroup, and BlackRock maintain significant Florida operations and have sponsored H-1B visa workers for investment and portfolio management positions. Boutique asset managers in Miami also sponsor candidates, particularly those with specialized expertise in Latin American markets.
Which visa types are most common for investment roles in Florida?
The H-1B is the most common visa for investment professionals in Florida, covering roles such as investment analyst, portfolio manager, and financial advisor when a bachelor's degree in finance, economics, or a related field is required. The O-1A is an option for candidates with extraordinary ability and a demonstrated track record. Australians may qualify for the E-3 visa, which has no lottery and is processed more quickly than the H-1B.
Which cities in Florida have the most investment sponsorship jobs?
Miami is Florida's dominant hub for investment sponsorship jobs, driven by its concentration of international banks, private equity firms, and hedge funds with strong ties to Latin American capital markets. Tampa and St. Petersburg follow closely, with Raymond James and a growing cluster of wealth management firms anchoring the region. Orlando has a smaller but expanding presence, particularly in institutional investment and financial technology roles.
How to find investment visa sponsorship jobs in Florida?
Migrate Mate is a dedicated job board for international candidates seeking visa sponsorship, with investment roles in Florida filtered by employer sponsorship history. You can browse positions in Miami, Tampa, and Orlando and filter specifically for H-1B and other visa-sponsored opportunities. Unlike general job boards, Migrate Mate focuses exclusively on employers who have sponsored international workers, making it a more targeted starting point for investment professionals.
Are there any Florida-specific considerations for investment visa sponsorship candidates?
Florida has no state income tax, which affects prevailing wage comparisons since total compensation structures differ from states like New York or California. Investment roles in Miami often require proficiency in Spanish or Portuguese given the city's Latin American client base, which can strengthen a candidate's profile. Florida's universities, including the University of Florida and University of Miami, feed talent into local finance firms, and some employers prioritize candidates from these pipelines for entry-level sponsored roles.
What is the prevailing wage for sponsored investment jobs in Florida?
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.