Investment Management OPT Jobs in Oregon
Investment management F-1 OPT sponsorship jobs in Oregon are concentrated in Portland, where firms like PGIM, Wells Fargo Advisors, and regional asset managers have hired OPT candidates in analyst and portfolio support roles. Oregon's finance sector is smaller than coastal hubs but offers meaningful entry points for F-1 students in quantitative analysis, fund operations, and client services.
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Get Access To All JobsINTRODUCTION
Are you truly service oriented? Do you know how to take care of people?
We're looking for a client associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
THE TEAM
You’ll be working in the Lake Oswego office, supporting a team of financial advisors in the Pacific Northwest market. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
BASIC QUALIFICATIONS
- Ideally 3-7 years of experience in client service, within the finance sector
- Bachelor degree preferred, focusing on finance or related field
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
LOCATION
Location: Lake Oswego, Oregon
DISCLAIMER / POLICY STATEMENTS
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
INTRODUCTION
Are you truly service oriented? Do you know how to take care of people?
We're looking for a client associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
THE TEAM
You’ll be working in the Lake Oswego office, supporting a team of financial advisors in the Pacific Northwest market. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
BASIC QUALIFICATIONS
- Ideally 3-7 years of experience in client service, within the finance sector
- Bachelor degree preferred, focusing on finance or related field
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
LOCATION
Location: Lake Oswego, Oregon
DISCLAIMER / POLICY STATEMENTS
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
OPT Investment Management Job Roles in Oregon
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Search Investment Management Jobs in OregonInvestment Management OPT Sponsorship Jobs in Oregon: Frequently Asked Questions
Which investment management companies sponsor F-1 OPT visas in Oregon?
Portland-based offices of national firms including Wells Fargo Advisors, Merrill Lynch, and regional asset managers such as Ferguson Wellman Capital Management have histories of hiring F-1 OPT candidates. Larger custodial and fund services firms operating in Oregon, like those supporting defined benefit plans and endowments, also sponsor OPT workers in analyst and operations roles. Sponsorship patterns vary by firm size and role type, so confirm directly with each employer.
Which cities in Oregon have the most investment management F-1 OPT sponsorship jobs?
Portland accounts for the majority of Oregon's investment management OPT sponsorship activity, hosting the state's largest concentration of wealth management offices, fund administrators, and financial advisory firms. Smaller markets like Salem and Eugene have limited investment management hiring overall, making them less viable for OPT job seekers in this industry. Candidates targeting Oregon should focus their search on the Portland metro area, including Lake Oswego, which hosts several registered investment advisers.
What types of investment management roles typically qualify for F-1 OPT sponsorship?
Roles that commonly qualify include investment analyst, portfolio analyst, risk analyst, fund accountant, financial reporting associate, and quantitative research associate. These positions typically require a bachelor's or master's degree in finance, economics, accounting, or a related field, supporting F-1 OPT eligibility under the specialty occupation standard. Roles in client services or operations may also qualify if they involve degree-level analytical work. General sales or unlicensed advisory roles are less commonly sponsored.
How do I find investment management F-1 OPT sponsorship jobs in Oregon?
Migrate Mate lets you filter investment management jobs in Oregon by F-1 OPT sponsorship history, so you can see which Oregon employers have actively sponsored workers in fund analysis, portfolio operations, and related roles. This is more targeted than browsing general job boards, because results are filtered for employers with documented sponsorship activity. You can also review DOL Labor Condition Application filings through the OFLC Wage Search tool to verify employer sponsorship records before applying.
Are there state-specific or industry-specific considerations for F-1 OPT sponsorship in Oregon's investment management sector?
Oregon does not impose state-level visa sponsorship requirements beyond federal OPT rules, but investment management roles often require FINRA licensing such as the Series 63 or Series 65, which OPT holders can pursue while authorized to work. Oregon's investment adviser landscape is regulated by the Oregon Division of Financial Regulation for state-registered advisers, which affects smaller firms differently than SEC-registered firms. F-1 students on STEM OPT extensions should confirm that their employer is enrolled in E-Verify, a federal requirement for the 24-month extension.