Investment Visa Sponsorship Jobs in Hawaii
Investment roles in Hawaii span financial advisory, portfolio management, and real estate investment analysis, with employers like First Hawaiian Bank, Bank of Hawaii, and Alexander & Baldwin among the state's notable sponsors. Honolulu concentrates the majority of these positions. International candidates pursuing sponsorship will find the H-1B the primary pathway for qualifying investment analyst and management roles.
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Get Access To All JobsJob Description
Under the direction of the Team Leader or Manager, helps to manage high revenue and high sensitivity portfolios and client relationships. Also, maintains competitive depth and breadth and a high degree of competency in the financial markets.
Responsibilities
- Analyzes and assesses discretionary portfolios for individual and institutional clients and mutual funds in compliance with portfolio objectives and risk parameters.
- Analyzes and evaluates a wide range of information to maintain a high level of competency in financial markets and to formulate and give input to asset allocation strategies. Supports communication of investment results, market conditions, and the firm’s investment process to internal and external clients including but not limited to helping produce collateral materials and analysis of the mutual funds and clients’ specific investment situations.
- Interfaces with system vendors, portfolio managers, and investment committees to ensure that the modeling process is current and efficiently managed. Interacts with managers to ensure compliance with department standards and procedures. Maintains the source document for all of the Bank’s standard portfolio composites as communicated by the investment committee. Works with market counterparts to ensure efficient and timely fixed income instrument settlements.
- Maintains some relationships with institutional and Trust clients. Assists business development officers and trust officers with client retention and asset growth. As part of the Portfolio Management Team, assists in Bank of Hawaii’s marketing, sales and service efforts to include but not limited to: creating and maintaining market materials related to Bank of Hawaii’s investment services, assisting portfolio managers with new sales, and service existing clients. This includes but is not limited to managing vendors to ensure optimal utilization of available technology and to address any system related issues. Partakes in projects of various scopes to monitor the portfolios and interface with other departments to achieve objectives.
- Maintains fluency in all applicable laws, standards and regulations. Ensures that all assigned portfolios are in policy and regulatory compliance. Assumes new client relationships, assists other team members with special projects, maintains effective communication with other support groups within the Investment Services Group and keeps business errors and mistakes to a minimum.
- Supports CSIO’s (Client Service Investment Officers) for their client presentations preparations, including but not limited to, Morningstar data downloads, analytical work and presentation editing.
- Develops interpersonal skills to better serve our clients and actively pursues continuing professional development through leadership and development training available internally as well as through training sponsored by investment industry associations.
- Performs all other miscellaneous responsibilities and duties as assigned.
Qualifications
- Bachelor’s degree from an accredited institution with a major in business, finance, mathematics, or economics or equivalent work experience. Advanced degree (MBA) or professional certification (CFA, CFP, etc.) preferred.
- Minimum 4 to 6 years prior experience in portfolio analysis, related position in the financial industry or equivalent work experience. Demonstrated proficiency in the financial services/securities industry as a portfolio analyst or securities analyst. Possesses a competitive performance track record. Requires knowledge of complex analytic systems.
- Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems, including portfolio management and securities trading and analysis software.
- Demonstrated verbal and writing communication skills. Strong interpersonal and presentation skills. Ability to work independently and under pressure of multiple changing priorities and deadlines. Must be a critical thinker with the ability to explain complex ideas clearly and succinctly. Must be able to provide own transportation or to operate a vehicle with a valid driver’s license, and able to commute and arrive at intended destination in a timely manner and/or as required. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Air-travel may be required.
As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.
We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit https://www.boh.com/careers.
Job Description
Under the direction of the Team Leader or Manager, helps to manage high revenue and high sensitivity portfolios and client relationships. Also, maintains competitive depth and breadth and a high degree of competency in the financial markets.
Responsibilities
- Analyzes and assesses discretionary portfolios for individual and institutional clients and mutual funds in compliance with portfolio objectives and risk parameters.
- Analyzes and evaluates a wide range of information to maintain a high level of competency in financial markets and to formulate and give input to asset allocation strategies. Supports communication of investment results, market conditions, and the firm’s investment process to internal and external clients including but not limited to helping produce collateral materials and analysis of the mutual funds and clients’ specific investment situations.
- Interfaces with system vendors, portfolio managers, and investment committees to ensure that the modeling process is current and efficiently managed. Interacts with managers to ensure compliance with department standards and procedures. Maintains the source document for all of the Bank’s standard portfolio composites as communicated by the investment committee. Works with market counterparts to ensure efficient and timely fixed income instrument settlements.
- Maintains some relationships with institutional and Trust clients. Assists business development officers and trust officers with client retention and asset growth. As part of the Portfolio Management Team, assists in Bank of Hawaii’s marketing, sales and service efforts to include but not limited to: creating and maintaining market materials related to Bank of Hawaii’s investment services, assisting portfolio managers with new sales, and service existing clients. This includes but is not limited to managing vendors to ensure optimal utilization of available technology and to address any system related issues. Partakes in projects of various scopes to monitor the portfolios and interface with other departments to achieve objectives.
- Maintains fluency in all applicable laws, standards and regulations. Ensures that all assigned portfolios are in policy and regulatory compliance. Assumes new client relationships, assists other team members with special projects, maintains effective communication with other support groups within the Investment Services Group and keeps business errors and mistakes to a minimum.
- Supports CSIO’s (Client Service Investment Officers) for their client presentations preparations, including but not limited to, Morningstar data downloads, analytical work and presentation editing.
- Develops interpersonal skills to better serve our clients and actively pursues continuing professional development through leadership and development training available internally as well as through training sponsored by investment industry associations.
- Performs all other miscellaneous responsibilities and duties as assigned.
Qualifications
- Bachelor’s degree from an accredited institution with a major in business, finance, mathematics, or economics or equivalent work experience. Advanced degree (MBA) or professional certification (CFA, CFP, etc.) preferred.
- Minimum 4 to 6 years prior experience in portfolio analysis, related position in the financial industry or equivalent work experience. Demonstrated proficiency in the financial services/securities industry as a portfolio analyst or securities analyst. Possesses a competitive performance track record. Requires knowledge of complex analytic systems.
- Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems, including portfolio management and securities trading and analysis software.
- Demonstrated verbal and writing communication skills. Strong interpersonal and presentation skills. Ability to work independently and under pressure of multiple changing priorities and deadlines. Must be a critical thinker with the ability to explain complex ideas clearly and succinctly. Must be able to provide own transportation or to operate a vehicle with a valid driver’s license, and able to commute and arrive at intended destination in a timely manner and/or as required. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Air-travel may be required.
As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.
We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit https://www.boh.com/careers.
Investment Job Roles in Hawaii
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Search Investment Jobs in HawaiiInvestment Jobs in Hawaii: Frequently Asked Questions
Which companies sponsor visas for investment roles in Hawaii?
First Hawaiian Bank, Bank of Hawaii, and Central Pacific Financial are among Hawaii's larger financial institutions with documented H-1B sponsorship histories for finance and investment positions. Real estate investment firms tied to Hawaii's hospitality and commercial property sectors also file periodically. Sponsorship activity is concentrated in Honolulu, where the majority of Hawaii's financial services employers are headquartered.
Which visa types are most common for investment roles in Hawaii?
The H-1B is the most common visa for investment analyst, portfolio management, and financial advisory roles in Hawaii, as these positions typically meet the specialty occupation requirement of a related bachelor's degree or higher. Candidates from Australia may qualify for the E-3, which has no lottery. TN status covers certain financial analyst roles for Canadian and Mexican nationals under USMCA.
Which cities in Hawaii have the most investment sponsorship jobs?
Honolulu accounts for the overwhelming majority of investment sponsorship jobs in Hawaii. The city hosts the state's main banking headquarters, asset management offices, and financial advisory firms. Outside Honolulu, opportunities are limited, though Maui and the Big Island have some activity tied to real estate investment and hospitality-focused financial roles.
How to find investment visa sponsorship jobs in Hawaii?
Migrate Mate filters investment roles in Hawaii specifically by visa sponsorship, saving you from sifting through listings that don't apply to international candidates. You can search by role type and state to surface active openings at Hawaii-based financial institutions and investment firms. Given the smaller market size, setting up alerts for new sponsorship-eligible investment postings is a practical approach on the platform.
Are there state-specific considerations for investment sponsorship jobs in Hawaii?
Hawaii's investment job market is smaller than mainland financial hubs, which means fewer total sponsorship openings and more competition for each position. The University of Hawaii's Shidler College of Business produces local finance graduates, so employer pipelines often draw from that pool first. Candidates should expect that roles tied to Hawaii's dominant industries, particularly real estate investment and hospitality finance, may have narrower degree-field requirements for specialty occupation qualification.
What is the prevailing wage for sponsored investment jobs in Hawaii?
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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