Investment Management Jobs in North Carolina with F-1 CPT Sponsorship
North Carolina's investment management sector spans Charlotte's major financial district, the Research Triangle's wealth management firms, and asset managers tied to the state's growing university endowment ecosystem. F-1 CPT sponsorship roles here span portfolio analysis, quantitative research, and fund operations, with employers like Wells Fargo, Truist, and Raymond James among active recruiters of international finance students.
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About ATLAS SP Partners
ATLAS SP Partners is a global investment firm providing stable funding, financing, advisory and institutional products to market participants seeking innovative and bespoke structured credit and asset-backed solutions. Our experienced team works closely with clients to determine optimal approaches for capital optimization and goal achievement, leveraging a holistic suite of integrated capabilities – including asset and portfolio advisory, warehouse and acquisition financing, whole loan purchase and sale, and securitization and distribution. ATLAS is proud to build upon a legacy of client excellence, distinguished by certainty of execution, deep expertise, and comprehensive service across the asset management landscape.
Our Culture
ATLAS operates as “one team” where every individual makes an impact. We grow together, win together, and embrace change as a unified organization. Our commitment extends beyond advancing markets, and we strive to make a meaningful difference in our communities and for our clients. Our people are industry leaders, driven by a passion for client service, complex problem solving, and innovation. We foster professional and personal growth in a collaborative, inclusive environment, and are proud to build upon a legacy of excellence anchored in deep expertise and client service across the asset management landscape.
Job Overview
The Treasury Operations Associate at ATLAS SP plays an important role in helping to optimize the firm’s global operations ranging across bank account management, operational cash management, reporting and transformation. This is an exciting opportunity to work in a dynamic role within the Lending Operations group, where you will play a crucial part in optimizing operational performance and shaping the future of the organization.
Key Responsibilities
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Funding Allocation & Cash Movements: Support execution of internal funding and payment movements across legal entities and funding vehicles; maintain and enhance LE payment routing templates; support daily funding execution and resolve payment exceptions, including bank-related holds.
-
Debt & CLS Management: Support debt and liability activity within centralized liability systems (CLS) and related booking platforms, including booking or monitoring trades and maintaining accurate facility and economic data to support funding, settlement, and reporting.
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Cash Management Systems & Access Governance: Support the firm’s Treasury management platform, Kyriba, including account configuration, user onboarding, access entitlements, approval workflows, and signatory changes in accordance with internal controls.
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Reporting, Reconciliations & Controls: Support daily and ad hoc cash and funding reporting; support monthly reconciliations between Kyriba, bank statements, and the general ledger; monitor and resolve reporting variances and transaction issues; support back leverage facility reporting for external providers.
-
Bank Outreach & Issue Resolution: Support liaison activities with banking partners to resolve account, reporting, and payment inquiries; provide functional support and guidance to internal users.
-
Bank Account & Partner Management: Support the full lifecycle of global bank accounts, including the opening, closing, and maintenance at both the bank and in Atlas’ cash management systems; manage bank relationships and maintain account master data, and signatories.
-
Process Improvement & New Business Support: Support new business initiatives by integrating new entities and structures into the funding framework; drive process improvements, documentation, and control enhancements to support Atlas’ increasing complexity and scale.
Qualifications
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2 years of experience in Treasury Operations, Cash Management, or Financial Operations within a high transactional volume organization
-
Bachelor’s degree from an accredited institution
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Experience with Treasury Management Systems, proprietary or vendor sourced, and familiarity with bank account platforms preferred.
-
Strong understanding of operational controls
-
Self-starter with a proactive mindset; takes ownership and drives initiatives
-
Excellent communication, analytical, organizational, and project management skills
-
Proficiency in Microsoft Office (Excel, PowerPoint, Outlook, Word)
The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here.
ATLAS SP is an equal opportunity employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.

About ATLAS SP Partners
ATLAS SP Partners is a global investment firm providing stable funding, financing, advisory and institutional products to market participants seeking innovative and bespoke structured credit and asset-backed solutions. Our experienced team works closely with clients to determine optimal approaches for capital optimization and goal achievement, leveraging a holistic suite of integrated capabilities – including asset and portfolio advisory, warehouse and acquisition financing, whole loan purchase and sale, and securitization and distribution. ATLAS is proud to build upon a legacy of client excellence, distinguished by certainty of execution, deep expertise, and comprehensive service across the asset management landscape.
Our Culture
ATLAS operates as “one team” where every individual makes an impact. We grow together, win together, and embrace change as a unified organization. Our commitment extends beyond advancing markets, and we strive to make a meaningful difference in our communities and for our clients. Our people are industry leaders, driven by a passion for client service, complex problem solving, and innovation. We foster professional and personal growth in a collaborative, inclusive environment, and are proud to build upon a legacy of excellence anchored in deep expertise and client service across the asset management landscape.
Job Overview
The Treasury Operations Associate at ATLAS SP plays an important role in helping to optimize the firm’s global operations ranging across bank account management, operational cash management, reporting and transformation. This is an exciting opportunity to work in a dynamic role within the Lending Operations group, where you will play a crucial part in optimizing operational performance and shaping the future of the organization.
Key Responsibilities
-
Funding Allocation & Cash Movements: Support execution of internal funding and payment movements across legal entities and funding vehicles; maintain and enhance LE payment routing templates; support daily funding execution and resolve payment exceptions, including bank-related holds.
-
Debt & CLS Management: Support debt and liability activity within centralized liability systems (CLS) and related booking platforms, including booking or monitoring trades and maintaining accurate facility and economic data to support funding, settlement, and reporting.
-
Cash Management Systems & Access Governance: Support the firm’s Treasury management platform, Kyriba, including account configuration, user onboarding, access entitlements, approval workflows, and signatory changes in accordance with internal controls.
-
Reporting, Reconciliations & Controls: Support daily and ad hoc cash and funding reporting; support monthly reconciliations between Kyriba, bank statements, and the general ledger; monitor and resolve reporting variances and transaction issues; support back leverage facility reporting for external providers.
-
Bank Outreach & Issue Resolution: Support liaison activities with banking partners to resolve account, reporting, and payment inquiries; provide functional support and guidance to internal users.
-
Bank Account & Partner Management: Support the full lifecycle of global bank accounts, including the opening, closing, and maintenance at both the bank and in Atlas’ cash management systems; manage bank relationships and maintain account master data, and signatories.
-
Process Improvement & New Business Support: Support new business initiatives by integrating new entities and structures into the funding framework; drive process improvements, documentation, and control enhancements to support Atlas’ increasing complexity and scale.
Qualifications
-
2 years of experience in Treasury Operations, Cash Management, or Financial Operations within a high transactional volume organization
-
Bachelor’s degree from an accredited institution
-
Experience with Treasury Management Systems, proprietary or vendor sourced, and familiarity with bank account platforms preferred.
-
Strong understanding of operational controls
-
Self-starter with a proactive mindset; takes ownership and drives initiatives
-
Excellent communication, analytical, organizational, and project management skills
-
Proficiency in Microsoft Office (Excel, PowerPoint, Outlook, Word)
The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here.
ATLAS SP is an equal opportunity employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.
Job Roles in Investment Management in North Carolina
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Get Access To All JobsFrequently Asked Questions
Which investment management companies sponsor F-1 CPT visas in North Carolina?
Charlotte-based financial institutions are the most active sponsors, including Wells Fargo Asset Management, Truist Financial, and Bank of America's investment divisions. Smaller registered investment advisors (RIAs) in the Research Triangle and Raleigh area also participate in CPT programs, particularly through partnerships with Duke University, UNC-Chapel Hill, and NC State. Sponsorship availability varies by firm size, program structure, and the student's school's CPT authorization requirements.
Which cities in North Carolina have the most investment management F-1 CPT sponsorship jobs?
Charlotte concentrates the largest share of investment management CPT opportunities given its status as the second-largest banking hub in the United States. The Research Triangle, covering Raleigh, Durham, and Chapel Hill, is a growing secondary market, particularly for quantitative finance and fintech-adjacent asset management roles. Greensboro has a smaller but present wealth management sector. Most CPT-eligible roles are concentrated in Charlotte, where institutional employers have established internship infrastructure.
What types of investment management roles typically qualify for F-1 CPT sponsorship?
Roles that align directly with finance, economics, or quantitative methods degree programs are most commonly CPT-eligible. These include portfolio analysis intern, equity research assistant, risk analytics associate, fund accounting intern, and investment operations analyst. The position must be an integral part of the student's curriculum, meaning the school's DSO must approve it as directly related to the student's major. Roles requiring only general business skills may not meet CPT authorization standards.
How do I find investment management F-1 CPT sponsorship jobs in North Carolina?
Migrate Mate filters job listings specifically by visa type and location, making it straightforward to browse investment management roles in North Carolina that are open to F-1 CPT students. Rather than sorting through general job boards where sponsorship eligibility is unclear, Migrate Mate surfaces positions where employers have indicated CPT sponsorship, covering Charlotte's banking corridor and Research Triangle asset managers. Your DSO will still need to authorize CPT before you can begin any role.
Are there state-specific considerations for F-1 CPT sponsorship in North Carolina's investment management sector?
North Carolina does not impose state-level licensing requirements specific to CPT interns in investment management, but roles involving securities advice may require FINRA registration, which has its own eligibility conditions. Charlotte employers operating under SEC or FINRA oversight sometimes structure internships to avoid activities requiring licensure, which can affect what tasks CPT students are assigned. Students at UNC system schools should confirm their institution's specific CPT credit-hour requirements, as these vary across campuses.
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