Investment Management STEM OPT Jobs in Massachusetts
Investment management F-1 STEM OPT sponsorship jobs in Massachusetts are concentrated in Boston's financial district and Cambridge, home to firms like Fidelity Investments, State Street, and Wellington Management. Quantitative research, risk analytics, and data-driven portfolio roles frequently qualify under STEM OPT, drawing strong demand from asset managers and hedge funds throughout the state.
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Get Access To All JobsINTRODUCTION
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
ROLE AND RESPONSIBILITIES
Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector and can clearly state and defend the investment thesis for all stocks in the assigned sector. Must be able to handle basic questions from Sales and Clients and is beginning to represent the associates in internal research presentations.
Responsibilities:
- Conduct propriety research and due diligence on companies in the biotech sector, using internal and external sources to convey a strong understanding of covered companies and their competitive landscapes.
- Develop written product with modest direction from the senior level Research Analyst regarding initiation of coverage reports, company news, and industry events.
- Build and maintain Excel-based financial models, including income statements, balance sheets, and cash flow statements, as well as perform multiple valuation methodologies for covered companies.
- Clearly state and defend the Analyst's investment thesis and outlook for each of the stocks under coverage.
- Respond to basic questions from institutional sales and clients regarding covered companies, industry trends, and data requests.
- Meet the special projects demands of the senior level Research Analyst.
- Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 20%.
BASIC QUALIFICATIONS
Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Time Management - Managing one's own time and priorities to ensure the meeting of deadlines.
Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.
Economics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
Science Background or Interest in the Biotech Field - Some education in relevant science fields, background in biotech or prior experience in drug development.
EDUCATION & EXPERIENCE
Minimum Required: Bachelor's degree
Minimum Required: 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level
LICENSES & CREDENTIALS
Minimum Required: SIE, FINRA Series 86, and 87 expected to be obtained upon hire
SYSTEMS & TECHNOLOGY
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
COMPENSATION
- Salary: USD $110,000.00/Yr. - USD $175,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit the Stifel careers page.
ABOUT STIFEL
The Stifel Equity Research Group is a recognized leader with a deep and broad spectrum of coverage. Our award-winning analysts are thought leaders, many with hands-on experience in their respective industries, offering objective, in-depth analysis and timely, actionable research ideas.
Stifel is a top 10 provider of U.S. equity coverage in:
- Aerospace & Defense
- Consumer & Retail
- Diversified Industrials
- Internet & Media
- Healthcare
- Real Estate
- Technology
- Transportation
- Business Services
- Energy & Power
- Materials
INTRODUCTION
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
ROLE AND RESPONSIBILITIES
Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector and can clearly state and defend the investment thesis for all stocks in the assigned sector. Must be able to handle basic questions from Sales and Clients and is beginning to represent the associates in internal research presentations.
Responsibilities:
- Conduct propriety research and due diligence on companies in the biotech sector, using internal and external sources to convey a strong understanding of covered companies and their competitive landscapes.
- Develop written product with modest direction from the senior level Research Analyst regarding initiation of coverage reports, company news, and industry events.
- Build and maintain Excel-based financial models, including income statements, balance sheets, and cash flow statements, as well as perform multiple valuation methodologies for covered companies.
- Clearly state and defend the Analyst's investment thesis and outlook for each of the stocks under coverage.
- Respond to basic questions from institutional sales and clients regarding covered companies, industry trends, and data requests.
- Meet the special projects demands of the senior level Research Analyst.
- Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 20%.
BASIC QUALIFICATIONS
Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Time Management - Managing one's own time and priorities to ensure the meeting of deadlines.
Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.
Economics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
Science Background or Interest in the Biotech Field - Some education in relevant science fields, background in biotech or prior experience in drug development.
EDUCATION & EXPERIENCE
Minimum Required: Bachelor's degree
Minimum Required: 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level
LICENSES & CREDENTIALS
Minimum Required: SIE, FINRA Series 86, and 87 expected to be obtained upon hire
SYSTEMS & TECHNOLOGY
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
COMPENSATION
- Salary: USD $110,000.00/Yr. - USD $175,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit the Stifel careers page.
ABOUT STIFEL
The Stifel Equity Research Group is a recognized leader with a deep and broad spectrum of coverage. Our award-winning analysts are thought leaders, many with hands-on experience in their respective industries, offering objective, in-depth analysis and timely, actionable research ideas.
Stifel is a top 10 provider of U.S. equity coverage in:
- Aerospace & Defense
- Consumer & Retail
- Diversified Industrials
- Internet & Media
- Healthcare
- Real Estate
- Technology
- Transportation
- Business Services
- Energy & Power
- Materials
STEM OPT Investment Management Job Roles in Massachusetts
See all Investment Management STEM OPT Jobs in Massachusetts
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Search Investment Management Jobs in MassachusettsInvestment Management STEM OPT Sponsorship Jobs in Massachusetts: Frequently Asked Questions
Which investment management companies sponsor F-1 STEM OPT visas in Massachusetts?
Several large Massachusetts-based firms have consistent F-1 STEM OPT sponsorship history, including Fidelity Investments, State Street Corporation, Wellington Management, Acadian Asset Management, and Putnam Investments. Quantitative-focused hedge funds and fintech-adjacent asset managers in Boston and Cambridge also regularly hire STEM OPT candidates for data, analytics, and research roles. Sponsorship practices vary by role and business need, so confirming eligibility directly with each employer's recruiting team is recommended.
Which cities in Massachusetts have the most investment management F-1 STEM OPT sponsorship jobs?
Boston holds the highest concentration of investment management F-1 STEM OPT sponsorship opportunities in Massachusetts, particularly in the Financial District and Back Bay neighborhoods where major asset managers and institutional investors are headquartered. Cambridge attracts quantitative finance and fintech-adjacent roles tied to its technology and academic community. Waltham and Burlington are secondary hubs where financial services operations and technology divisions of larger firms are often based.
What types of investment management roles typically qualify for F-1 STEM OPT sponsorship?
Roles that align with STEM-designated degree programs tend to qualify most reliably. Common qualifying positions in investment management include quantitative researcher, risk analyst, data scientist, portfolio analytics associate, financial engineer, and investment technology developer. These roles typically require degrees in fields such as computer science, mathematics, statistics, financial engineering, or economics with a quantitative focus. Employers confirm STEM OPT eligibility based on the specific role and the student's degree classification at their institution.
How do I find investment management F-1 STEM OPT sponsorship jobs in Massachusetts?
Migrate Mate is built specifically for international students and filters investment management roles in Massachusetts by visa sponsorship type, including F-1 STEM OPT. Rather than sifting through general job listings, you can search by industry, state, and authorization type to surface employers with verified sponsorship history. Focus your search on quantitative, analytics, and technology-facing roles within asset management, as these positions most frequently align with STEM-eligible degree classifications.
Are there state-specific or industry-specific considerations for F-1 STEM OPT in Massachusetts investment management?
Massachusetts investment management firms are subject to federal F-1 STEM OPT requirements, but the state's concentration of registered investment advisers and broker-dealers means many employers are already familiar with work authorization processes. STEM OPT employers in any state must be enrolled in E-Verify and submit a formal training plan through your designated school official. Massachusetts-based firms in the alternative investment space, such as hedge funds, may have more variable sponsorship practices than large public asset managers, so verifying on a firm-by-firm basis matters.