Investment Associate Visa Sponsorship Jobs in Massachusetts
Massachusetts is one of the most active states for investment associate hiring, with major financial institutions, private equity firms, and venture capital funds concentrated in Boston's Financial District and Cambridge. Firms like Wellington Management, Fidelity Investments, and State Street regularly hire for investment associate roles, and many have established H-1B visa sponsorship track records.
Find Investment Associate JobsOverview
Showing 5 of 119+ Investment Associate Jobs in Massachusetts with Visa Sponsorship
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 119+ Investment Associate Jobs in Massachusetts with Visa Sponsorship
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Associate Jobs in Massachusetts with Visa Sponsorship.
Get Access To All JobsABOUT NORTHERN TRUST:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
INVESTMENT ASSOCIATE
The Investment Associate will act as primary support for a team of Portfolio Advisors, performing multiple investment-related and client service activities for Wealth Management clients. The Investment Associate will work closely with Portfolio Advisors to deliver a consistently high level of proactive client service, and is expected to perform the following duties:
- Directly support the Portfolio Advisors in their efforts to provide a world-class wealth management experience to their clients.
- Prepare client presentations and create reports for Portfolio Advisors or clients as requested.
- Works on investment-oriented project requests, oversees transaction processing, obtains appropriate documentation, and ensures systems information is up to date.
- Communicates with clients and Portfolio Advisors on client requests. Ensures that Portfolio Advisors follow-up with client requests.
- Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues.
- Responds to incoming client inquiries for account information or to initiate transactions requested by the client (i.e., re-register gift stock, remit proceeds, sell gifts, etc.).
- Follows-up with clients on inquiries via telephone or written correspondence.
- Processes client cash transfer requests. Determines if funds are available in the investment account and works with Portfolio Advisors if cash needs to be raised.
- Adheres to National Investment Guidelines and observes sound risk management practices.
- Provides solutions to problems in situations that are atypical or infrequently occurring based on practice and existing precedents or procedures.
QUALIFICATIONS
- Incredibly high attention to detail.
- Excellent oral and written communication skills, and capable of articulating complicated information to advisors and clients.
- High proficiency in Microsoft Excel is a must, with experience creating macros, pivot tables, charting, V-lookup, etc.
- Ability to quickly learn new computer systems, which are required to perform role.
- Knowledge of investment products, services, and terminology.
- Strong analytical and organizational skills.
- Capable of working well in a team environment in order to accomplish team objectives.
Experience:
- Previous years of experience within the financial services industry highly valued.
- Coursework completion towards obtaining a CFA or CFP designation.
IN OFFICE
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
SALARY RANGE:
$55,800 - 89,400 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
WORKING WITH US:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
REASONABLE ACCOMMODATION
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
ABOUT NORTHERN TRUST:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
INVESTMENT ASSOCIATE
The Investment Associate will act as primary support for a team of Portfolio Advisors, performing multiple investment-related and client service activities for Wealth Management clients. The Investment Associate will work closely with Portfolio Advisors to deliver a consistently high level of proactive client service, and is expected to perform the following duties:
- Directly support the Portfolio Advisors in their efforts to provide a world-class wealth management experience to their clients.
- Prepare client presentations and create reports for Portfolio Advisors or clients as requested.
- Works on investment-oriented project requests, oversees transaction processing, obtains appropriate documentation, and ensures systems information is up to date.
- Communicates with clients and Portfolio Advisors on client requests. Ensures that Portfolio Advisors follow-up with client requests.
- Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues.
- Responds to incoming client inquiries for account information or to initiate transactions requested by the client (i.e., re-register gift stock, remit proceeds, sell gifts, etc.).
- Follows-up with clients on inquiries via telephone or written correspondence.
- Processes client cash transfer requests. Determines if funds are available in the investment account and works with Portfolio Advisors if cash needs to be raised.
- Adheres to National Investment Guidelines and observes sound risk management practices.
- Provides solutions to problems in situations that are atypical or infrequently occurring based on practice and existing precedents or procedures.
QUALIFICATIONS
- Incredibly high attention to detail.
- Excellent oral and written communication skills, and capable of articulating complicated information to advisors and clients.
- High proficiency in Microsoft Excel is a must, with experience creating macros, pivot tables, charting, V-lookup, etc.
- Ability to quickly learn new computer systems, which are required to perform role.
- Knowledge of investment products, services, and terminology.
- Strong analytical and organizational skills.
- Capable of working well in a team environment in order to accomplish team objectives.
Experience:
- Previous years of experience within the financial services industry highly valued.
- Coursework completion towards obtaining a CFA or CFP designation.
IN OFFICE
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
SALARY RANGE:
$55,800 - 89,400 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
WORKING WITH US:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
REASONABLE ACCOMMODATION
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Investment Associate Job Roles in Massachusetts
See all 119+ Investment Associate Jobs in Massachusetts
Sign up for free to filter by visa type, set job alerts, and find employers with verified sponsorship history.
Search Investment Associate Jobs in MassachusettsInvestment Associate Jobs in Massachusetts: Frequently Asked Questions
Which companies sponsor visas for investment associates in Massachusetts?
Several large asset managers and financial institutions in Massachusetts have consistent H-1B sponsorship histories for investment associate roles. Wellington Management, Fidelity Investments, State Street, and Putnam Investments are among the more active sponsors in Boston. Venture capital and private equity firms in Cambridge and the Seaport District also hire internationally, though sponsorship availability varies significantly by firm size and structure.
Which visa types are most common for investment associate roles in Massachusetts?
The H-1B is the most common visa for investment associates in Massachusetts, given that the role typically requires a bachelor's degree or higher in finance, economics, or a related field, meeting the specialty occupation standard. Candidates with an MBA from a Massachusetts university may have OPT available as a bridge. The O-1A is an option for candidates with exceptional track records, though it requires substantial documentation.
Which cities in Massachusetts have the most investment associate sponsorship jobs?
Boston concentrates the majority of investment associate sponsorship opportunities in Massachusetts, particularly in the Financial District, Back Bay, and the Seaport District. Cambridge has a smaller but active cluster tied to venture capital and growth equity firms, often connected to the MIT and Harvard ecosystems. Worcester and other secondary cities have limited activity in this role category compared to Greater Boston.
How to find investment associate visa sponsorship jobs in Massachusetts?
Migrate Mate filters investment associate jobs in Massachusetts specifically by visa sponsorship, so you're not sorting through postings from employers who won't sponsor. Because Boston's financial sector includes both large institutions and smaller funds, sponsorship willingness varies considerably. Searching on Migrate Mate lets you focus your outreach on firms that have already indicated they sponsor international candidates for investment associate positions.
Are there any Massachusetts-specific considerations for investment associates seeking visa sponsorship?
Massachusetts has a high concentration of graduate finance programs at Harvard, MIT Sloan, and Boston University, which means firms here are accustomed to recruiting internationally and understand OPT-to-H-1B transitions. The state's strong CFA exam participation culture also means credential-based hiring is common. However, smaller private equity and hedge fund structures sometimes lack the HR infrastructure to sponsor visas, so firm size matters when targeting sponsors.
What is the prevailing wage for sponsored investment associate jobs in Massachusetts?
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.