Investment Management Jobs in North Carolina with F-1 OPT Sponsorship
F-1 OPT investment management jobs in North Carolina are concentrated in Charlotte, the state's financial hub and one of the largest banking centers in the U.S., with employers like Wells Fargo Asset Management, Truist, and Bank of America. Research Triangle firms and regional RIAs also hire OPT candidates in portfolio analysis, risk, and fund operations roles.
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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.
-
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
-
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 OPT visas in North Carolina?
Charlotte-based financial institutions are the most active, including Wells Fargo Asset Management, Truist Wealth, and Bank of America's investment divisions. Regional asset managers, independent registered investment advisors, and insurance-linked investment firms in the Triangle area also hire F-1 OPT candidates. Sponsorship willingness varies by firm size and role, so confirming OPT authorization policies directly with each employer is important before applying.
Which cities in North Carolina have the most investment management F-1 OPT sponsorship jobs?
Charlotte is by far the primary market, hosting the largest concentration of investment management employers in the state given its status as a major U.S. banking center. Raleigh and Durham in the Research Triangle offer secondary opportunities, particularly at fintech-adjacent investment firms and university-affiliated endowment operations. Greensboro has a smaller but present wealth management sector through firms like Lincoln Financial Group.
What types of investment management roles typically qualify for F-1 OPT sponsorship?
Roles that align with degree fields in finance, economics, mathematics, or data science are most commonly authorized under F-1 OPT. These include investment analyst, portfolio analyst, quantitative researcher, risk analyst, fund accountant, and financial data specialist positions. Roles requiring CFA candidacy or advanced modeling skills tend to attract employers already experienced with OPT authorization. The position must be directly related to your field of study to count as valid OPT employment.
How do I find investment management F-1 OPT sponsorship jobs in North Carolina?
Migrate Mate is built specifically for this search, letting you filter investment management jobs in North Carolina by F-1 OPT sponsorship eligibility. Rather than scanning general job boards and manually researching each firm's visa policies, Migrate Mate surfaces roles where employers have indicated openness to sponsoring OPT candidates, saving significant time during what is often a tight authorization window.
Are there any North Carolina-specific considerations for F-1 OPT sponsorship in investment management?
North Carolina's investment management sector skews toward large financial institutions in Charlotte, which often have established HR and legal processes for OPT authorization. However, many regional RIAs and boutique asset managers in the state are smaller firms that may not have prior OPT experience, which can slow or complicate authorization. STEM OPT extension eligibility depends on your specific degree program, so confirming your field qualifies under the STEM designated degree program list is an important early step.
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