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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Get Access To All JobsABOUT ROCKEFELLER CAPITAL MANAGEMENT
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.
POSITION
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Oversee client insurance and annuities processes
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- BA/BS degree
- 2-5 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain
SKILLS
- Excellent client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.
POSITION
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Oversee client insurance and annuities processes
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- BA/BS degree
- 2-5 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain
SKILLS
- Excellent client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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.