Investment Management OPT Jobs in Indiana
F-1 OPT investment management jobs in Indiana are concentrated in Indianapolis, where firms like OneAmerica, Fidelity, and Vanguard-affiliated advisors have a notable presence. Indiana's asset management sector spans insurance-linked investment arms, wealth management, and institutional fund operations, offering OPT-eligible roles across analysis, portfolio operations, and client advisory functions.
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United States - Indiana
Business management, administration and support
Global Wealth Management
Job Reference #
343148BR
City
Indianapolis
Job Type
Full Time
KEY 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
THE TEAM
You’ll be working in the Indianapolis, Indiana branch. As a Client Associate, you’ll play an important role in [benefit or gain or mandate].
YOUR SKILLS AND EXPERIENCE
- series 7 and 66 licenses (for registered CSAs only) or must obtain after onboarding within 180 days.
- ideally 2+ years of experience in client service, within the finance sector
- bachelor degree preferred, or equivalent work experience.
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
HOW WE HIRE
We may request you to complete one or more assessments during the application process. Learn more.
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
United States - Indiana
Business management, administration and support
Global Wealth Management
Job Reference #
343148BR
City
Indianapolis
Job Type
Full Time
KEY 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
THE TEAM
You’ll be working in the Indianapolis, Indiana branch. As a Client Associate, you’ll play an important role in [benefit or gain or mandate].
YOUR SKILLS AND EXPERIENCE
- series 7 and 66 licenses (for registered CSAs only) or must obtain after onboarding within 180 days.
- ideally 2+ years of experience in client service, within the finance sector
- bachelor degree preferred, or equivalent work experience.
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
HOW WE HIRE
We may request you to complete one or more assessments during the application process. Learn more.
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 Indiana
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Search Investment Management Jobs in IndianaInvestment Management OPT Sponsorship Jobs in Indiana: Frequently Asked Questions
Which investment management companies sponsor F-1 OPT visas in Indiana?
Indiana-based firms with investment management operations that have sponsored international talent include OneAmerica Financial Partners, Conseco (now CNO Financial Group), and regional wealth management firms headquartered in Indianapolis. Larger national asset managers with Indiana offices, such as Fidelity and Vanguard-affiliated registered investment advisors, have also hired OPT candidates for analytical and operations roles. Sponsorship practices vary by firm size, role type, and current headcount needs.
Which cities in Indiana have the most investment management F-1 OPT sponsorship jobs?
Indianapolis is by far the primary market for investment management F-1 OPT sponsorship jobs in Indiana. The city hosts the state's largest concentration of insurance-linked asset managers, registered investment advisors, and institutional investment operations. Fort Wayne and Bloomington have smaller but active financial services sectors, with occasional roles at regional banks and wealth management firms that may support OPT candidates.
What types of investment management roles typically qualify for F-1 OPT sponsorship?
Roles that commonly qualify for F-1 OPT in Indiana's investment management sector include financial analyst, portfolio analyst, investment operations associate, risk analyst, and quantitative research associate positions. These roles typically require a degree in finance, economics, mathematics, or a related field. Positions involving securities analysis, fund accounting, or data-driven investment research tend to align well with the STEM or business degree backgrounds common among OPT applicants.
How do I find investment management F-1 OPT sponsorship jobs in Indiana?
Migrate Mate is built specifically for international students and OPT holders searching for visa-sponsoring employers. You can filter directly by Indiana, the investment management industry, and F-1 OPT eligibility to surface firms that have a documented history of sponsoring international candidates. This saves significant time compared to applying broadly and discovering sponsorship limitations late in the process.
Are there any Indiana-specific considerations for F-1 OPT sponsorship in investment management?
Indiana's investment management sector is heavily tied to the insurance industry, meaning many roles sit within insurance-affiliated asset management arms rather than standalone fund managers. These employers may have less standardized international hiring processes than large coastal asset managers, so confirming OPT and H-1B visa sponsorship willingness early in the application process is important. Indiana does not have state-level restrictions on OPT employment, so federal DSO authorization and standard USCIS OPT rules apply.