Financial Associate Visa Sponsorship Jobs in New York
Financial associate visa sponsorship jobs in New York put you at the center of the country's financial industry, with employers across Wall Street investment banks, major asset managers, and global insurance firms in Manhattan, as well as regional finance hubs in Albany and Buffalo actively hiring and sponsoring international candidates for analytical and client-facing finance roles.
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At Oceanview Life and Annuity Company, we are more than a financial services provider – We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management – A leading investment firm with approximately $49.7 Billion in assets under management as of September 30, 2026 – We have rapidly grown to over $19.5 Billion in consolidated assets as of September 30, 2026.
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
* Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
* Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
* Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
* Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
* Strong partnerships: Engage with a broad network of over 24,000 agents, independent marketing organizations, banks and broker-dealers.
At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.
Position Summary:
Oceanview Life and Annuity Company is seeking an analytical and highly motivated Associate, Strategy and Financial Planning to report directly to the CFO and work closely with the CEO on financial planning, forecasting, and strategic initiatives, including mergers and acquisitions (M&A).
The Associate will maintain and enhance the Company's financial projections, develop budgets and scenario analyses, and evaluate financial performance to provide actionable insights to the CFO, CEO, senior management, and Board of Directors. The role will also play an integral part in evaluating M&A opportunities, capital raising, new business initiatives, competitive research, and other high-priority strategic projects.
This is an opportunity to directly influence Oceanview's strategic direction and key business decisions while gaining broad exposure to its financial and operational activities. The Associate will have regular interaction with executive leadership and collaborate with teams across Oceanview and Bayview Asset Management, with additional opportunities for exposure to Controller and Treasury functions.
Responsibilities:
Financial Planning, Forecasting & Analysis:
- Maintain and update the Company’s financial projections and underlying financial models, ensuring accuracy, consistency, and alignment with business assumptions.
- Support annual budgeting and periodic forecasting processes, including coordination of inputs and analysis of key financial drivers.
- Develop alternative scenarios, sensitivity analyses, and financial forecasts to evaluate potential business outcomes and strategic decisions.
- Analyze actual financial results against budgets and forecasts, identify key variances, and communicate findings and implications to senior management.
- Prepare financial analyses and decision-support materials for the CFO, CEO, and Board of Directors.
Corporate Strategy, M&A & Special Projects:
- Support the evaluation of potential mergers, acquisitions, partnerships, capital raising opportunities, and new business initiatives through financial modeling, research, and analysis.
- Conduct market, industry, product, and competitive research to inform strategic planning and business development decisions.
- Partner with cross-functional project teams to assess strategic alternatives, financial implications, and execution considerations.
- Participate in discussions with senior management regarding business performance, strategic priorities, and growth opportunities.
Executive Reporting & Cross-Functional Collaboration:
- Develop and review presentations, analyses, and supporting materials for internal leadership, the Board of Directors, and external stakeholders.
- Translate complex financial information into clear, concise, and actionable insights for financial and non-financial audiences.
- Collaborate with Finance, Accounting, Treasury, and other teams to validate assumptions, gather information, and improve planning processes.
- Identify opportunities to enhance financial models, reporting processes, and analytical capabilities as the business grows.
WHAT WE’RE LOOKING FOR:
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 1–3 years of relevant experience in corporate finance, financial planning and analysis, accounting, investment banking, equity research, or a related analytical role.
- Strong foundation in financial statements, accounting principles, and financial modeling, with the ability to build and interpret integrated financial projections.
- Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft PowerPoint.
- Demonstrated ability to analyze financial information, assess assumptions, and develop well-supported recommendations.
- Strong written and verbal communication skills, including the ability to present findings clearly to senior stakeholders.
- Ability to work independently, manage multiple priorities, and escalate key questions or risks appropriately.
- Experience with M&A analysis, valuation, insurance, or financial services is a plus.
SKILLS FOR SUCCESS:
- Strong analytical curiosity, sound judgment, and a solutions-oriented mindset.
- High level of accuracy and attention to detail when working with financial data and models.
- Ownership mentality and enthusiasm for contributing to a growing organization and a lean, collaborative team.
- Ability to move between detailed analysis and broader strategic considerations.
- Comfort interacting with executives and colleagues across multiple functions and levels of the organization.
- Adaptability, initiative, and the ability to perform effectively in a fast-paced environment.
- Professionalism, integrity, and discretion when handling confidential business and financial information.
CERTIFICATIONS, LICENSES, AND/OR REGISTRATIONS:
- None required.
LOCATION and COMPENSATION:
This role will be based in New York, NY.
This role will be hybrid (3x a week in the office).
Base salary is expected to be $100,000 - $150,000 with the opportunity for incentive compensation including bonus compensation. Salary may vary based on work experience, market conditions, location, and qualifications/training.
Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
Overview:
At Oceanview Life and Annuity Company, we are more than a financial services provider – We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management – A leading investment firm with approximately $49.7 Billion in assets under management as of September 30, 2026 – We have rapidly grown to over $19.5 Billion in consolidated assets as of September 30, 2026.
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
* Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
* Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
* Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
* Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
* Strong partnerships: Engage with a broad network of over 24,000 agents, independent marketing organizations, banks and broker-dealers.
At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.
Position Summary:
Oceanview Life and Annuity Company is seeking an analytical and highly motivated Associate, Strategy and Financial Planning to report directly to the CFO and work closely with the CEO on financial planning, forecasting, and strategic initiatives, including mergers and acquisitions (M&A).
The Associate will maintain and enhance the Company's financial projections, develop budgets and scenario analyses, and evaluate financial performance to provide actionable insights to the CFO, CEO, senior management, and Board of Directors. The role will also play an integral part in evaluating M&A opportunities, capital raising, new business initiatives, competitive research, and other high-priority strategic projects.
This is an opportunity to directly influence Oceanview's strategic direction and key business decisions while gaining broad exposure to its financial and operational activities. The Associate will have regular interaction with executive leadership and collaborate with teams across Oceanview and Bayview Asset Management, with additional opportunities for exposure to Controller and Treasury functions.
Responsibilities:
Financial Planning, Forecasting & Analysis:
- Maintain and update the Company’s financial projections and underlying financial models, ensuring accuracy, consistency, and alignment with business assumptions.
- Support annual budgeting and periodic forecasting processes, including coordination of inputs and analysis of key financial drivers.
- Develop alternative scenarios, sensitivity analyses, and financial forecasts to evaluate potential business outcomes and strategic decisions.
- Analyze actual financial results against budgets and forecasts, identify key variances, and communicate findings and implications to senior management.
- Prepare financial analyses and decision-support materials for the CFO, CEO, and Board of Directors.
Corporate Strategy, M&A & Special Projects:
- Support the evaluation of potential mergers, acquisitions, partnerships, capital raising opportunities, and new business initiatives through financial modeling, research, and analysis.
- Conduct market, industry, product, and competitive research to inform strategic planning and business development decisions.
- Partner with cross-functional project teams to assess strategic alternatives, financial implications, and execution considerations.
- Participate in discussions with senior management regarding business performance, strategic priorities, and growth opportunities.
Executive Reporting & Cross-Functional Collaboration:
- Develop and review presentations, analyses, and supporting materials for internal leadership, the Board of Directors, and external stakeholders.
- Translate complex financial information into clear, concise, and actionable insights for financial and non-financial audiences.
- Collaborate with Finance, Accounting, Treasury, and other teams to validate assumptions, gather information, and improve planning processes.
- Identify opportunities to enhance financial models, reporting processes, and analytical capabilities as the business grows.
WHAT WE’RE LOOKING FOR:
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 1–3 years of relevant experience in corporate finance, financial planning and analysis, accounting, investment banking, equity research, or a related analytical role.
- Strong foundation in financial statements, accounting principles, and financial modeling, with the ability to build and interpret integrated financial projections.
- Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft PowerPoint.
- Demonstrated ability to analyze financial information, assess assumptions, and develop well-supported recommendations.
- Strong written and verbal communication skills, including the ability to present findings clearly to senior stakeholders.
- Ability to work independently, manage multiple priorities, and escalate key questions or risks appropriately.
- Experience with M&A analysis, valuation, insurance, or financial services is a plus.
SKILLS FOR SUCCESS:
- Strong analytical curiosity, sound judgment, and a solutions-oriented mindset.
- High level of accuracy and attention to detail when working with financial data and models.
- Ownership mentality and enthusiasm for contributing to a growing organization and a lean, collaborative team.
- Ability to move between detailed analysis and broader strategic considerations.
- Comfort interacting with executives and colleagues across multiple functions and levels of the organization.
- Adaptability, initiative, and the ability to perform effectively in a fast-paced environment.
- Professionalism, integrity, and discretion when handling confidential business and financial information.
CERTIFICATIONS, LICENSES, AND/OR REGISTRATIONS:
- None required.
LOCATION and COMPENSATION:
This role will be based in New York, NY.
This role will be hybrid (3x a week in the office).
Base salary is expected to be $100,000 - $150,000 with the opportunity for incentive compensation including bonus compensation. Salary may vary based on work experience, market conditions, location, and qualifications/training.
Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
Financial Associate Job Roles in New York
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Search Financial Associate Jobs in New YorkFinancial Associate Jobs in New York: Frequently Asked Questions
Which companies sponsor visas for financial associates in New York?
Major Wall Street institutions including JPMorgan Chase, Goldman Sachs, Citigroup, and Morgan Stanley have consistent H-1B visa and green card filing histories for financial associate roles. Large asset managers such as BlackRock and Vanguard's New York offices, along with global insurers like MetLife and AIG, also sponsor international candidates. Mid-size boutique firms in Midtown Manhattan sponsor less frequently but do file LCAs for specialized analytical positions.
Which visa types realistically fit financial associate roles in New York?
Financial associate roles typically qualify for H-1B sponsorship as a specialty occupation, requiring at least a bachelor's degree in finance, economics, accounting, or a related field. Australian nationals can pursue the E-3 visa, and Chilean and Singaporean nationals may qualify under H-1B1 visa. For F-1 students, plain OPT provides up to 12 months of work authorization. EB-2 and EB-3 employment-based green cards are available for longer-term sponsorship through the PERM labor certification process.
Which cities in New York have the most financial associate sponsorship jobs?
Manhattan accounts for the overwhelming majority of financial associate sponsorship activity in New York, concentrated in Midtown and the Financial District near the New York Stock Exchange. White Plains and Stamford-adjacent Westchester County host back-office and compliance operations for several major banks. Albany has a smaller but active market through state financial regulators and regional banking institutions, while Buffalo has seen growth in financial services operations centers with international hiring activity.
How to find financial associate visa sponsorship jobs in New York?
Migrate Mate lists financial associate positions at New York employers with verified visa sponsorship histories, so you can focus your search on firms that have demonstrated willingness to sponsor international candidates. Filter by the New York metro area and financial associate roles to see active openings alongside employer sponsorship track records. This saves considerable time compared to applying broadly and discovering sponsorship availability only late in the hiring process.
Are there state-specific factors that affect financial associate sponsorship in New York?
New York's dense concentration of financial institutions means more employers file LCAs for financial associate roles than in almost any other state, creating meaningful opportunity for international candidates. The state's proximity to major finance graduate programs at NYU Stern, Columbia Business School, and Cornell Johnson creates active OPT hiring pipelines. New York also has strong demand for candidates with multilingual skills and international market knowledge, which can strengthen a sponsorship case with employers serving global client bases.
What is the prevailing wage for sponsored financial associate jobs in New York?
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.