Investment Management CPT Jobs in Illinois
Investment management F-1 CPT sponsorship jobs in Illinois are concentrated in Chicago, where firms like Morningstar, Northern Trust, and Baird operate large research and portfolio teams. International students at University of Chicago, Northwestern, and University of Illinois Chicago frequently pursue CPT roles in asset management, quantitative research, and fund operations across the city's dense financial district.
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Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.
Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.
An Associate will:
- Collaborate and network with senior professionals throughout the firm to fuel career success
- Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
- Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
- Strive to provide a world-class level of customer service and support
Our Comprehensive Development Program
Associates will participate in a robust and comprehensive training program – The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.
Components of the Associate Development Program (ADP) Include:
- In-depth industry training on proprietary investments, services, policies and procedures
- Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
- A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
- Behavioral training geared toward the development of communication, leadership, and other professional skills
- Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role
Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual’s strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.
Job Qualifications
We Are Seeking:
- People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
- Accomplished team players who thrive in a rigorous and challenging environment
- Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
- Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
- Proficiency in Word and Excel are required
Desired Qualifications
- 1-2 years client service experience, financial services industry experience a plus
- The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus
Company Overview
Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $68,000-$73,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year-end incentive compensation, and other incentives.
BernsteinPWM
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LOCATION
Chicago, IL
Position Overview
Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.
Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.
An Associate will:
- Collaborate and network with senior professionals throughout the firm to fuel career success
- Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
- Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
- Strive to provide a world-class level of customer service and support
Our Comprehensive Development Program
Associates will participate in a robust and comprehensive training program – The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.
Components of the Associate Development Program (ADP) Include:
- In-depth industry training on proprietary investments, services, policies and procedures
- Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
- A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
- Behavioral training geared toward the development of communication, leadership, and other professional skills
- Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role
Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual’s strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.
Job Qualifications
We Are Seeking:
- People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
- Accomplished team players who thrive in a rigorous and challenging environment
- Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
- Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
- Proficiency in Word and Excel are required
Desired Qualifications
- 1-2 years client service experience, financial services industry experience a plus
- The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus
Company Overview
Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $68,000-$73,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year-end incentive compensation, and other incentives.
BernsteinPWM
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LOCATION
Chicago, IL
CPT Investment Management Job Roles in Illinois
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Search Investment Management Jobs in IllinoisInvestment Management CPT Sponsorship Jobs in Illinois: Frequently Asked Questions
Which investment management companies sponsor F-1 CPT visas in Illinois?
Chicago-based firms with established histories of hiring international students for CPT roles include Morningstar, Northern Trust, William Blair, Nuveen, and Citadel's asset management divisions. Larger custodian banks and fund administrators also regularly bring on CPT students in operations, compliance, and analytical roles. Sponsorship patterns vary by team and headcount, so confirming CPT eligibility directly with the employer's HR or recruiting team is essential before applying.
Which cities in Illinois have the most investment management F-1 CPT sponsorship jobs?
Chicago accounts for the overwhelming majority of investment management CPT opportunities in Illinois. The Loop and Fulton Market neighborhoods host a high concentration of asset managers, hedge funds, and financial services firms. Suburban areas such as Naperville and Downers Grove have a smaller number of roles at regional wealth management and insurance-linked investment firms, but Chicago remains by far the primary hub for international students seeking CPT placements in the industry.
What types of investment management roles typically qualify for F-1 CPT sponsorship?
Roles that commonly qualify include investment research analyst, portfolio analytics associate, risk management intern, fund accounting analyst, quantitative research intern, and ESG research associate. These positions align well with CPT because they directly apply coursework in finance, economics, statistics, or data science. Roles must be directly tied to your degree program and pre-approved by your Designated School Official before you begin working. Purely administrative or unrelated support roles generally do not qualify.
How do I find investment management F-1 CPT sponsorship jobs in Illinois?
Migrate Mate is built specifically for international students and filters job listings by visa type, including F-1 CPT, and by industry and state. Searching for investment management roles in Illinois on Migrate Mate surfaces employers who have indicated sponsorship willingness, saving significant time compared to manually screening postings. It is still important to confirm CPT authorization with your DSO and verify sponsorship details directly with each employer before accepting any offer.
Are there any Illinois-specific or investment management-specific considerations for F-1 CPT sponsorship?
Illinois does not impose state-level restrictions on CPT beyond federal DSO requirements, but Chicago's investment management sector does have some industry-specific patterns worth knowing. Many firms in this market recruit on a fixed academic-year timeline aligned with University of Chicago Booth, Kellogg, and other local programs, so applications outside those windows may be less competitive. Some quantitative and research-focused firms also require demonstrated technical skills in Python, R, or Bloomberg terminals as a baseline for CPT candidate consideration.