Investment Management Jobs in Oregon with H-1B Sponsorship
H-1B visa sponsorship jobs in investment management in Oregon are concentrated primarily in Portland, where firms like Parametric Portfolio Associates, Columbia Management, and Moda Financial operate alongside regional banks and credit unions with asset management divisions. Roles in portfolio analysis, quantitative research, and financial risk management represent the most active areas for H-1B sponsorship in the state.
See All Investment Management JobsOverview
Showing 5 of 82+ Investment Management H-1B Sponsorship Jobs in Oregon jobs
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 82+ Investment Management H-1B Sponsorship Jobs in Oregon jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Management H-1B Sponsorship Jobs in Oregon roles.
Get Access To All JobsLocation: Beaverton, OR
Requisition ID: 2026-120516
Category: Retail Branch
Position type: Regular
Pay range: USD $26.39 - $43.51 / Hour
Application deadline: 2026-04-08
Your opportunity
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
Required Qualifications:
- 1+ years of Client/Customer Service experience
Preferred Qualifications:
- Previous experience in Financial Services/Wealth Management and/or closely related industry.
- While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
- Ability to handle client needs with tact and diplomacy
- Outstanding written and oral communication skills
- Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
- Ability to build and maintain good cross-enterprise working relationships
- Basic understanding of brokerage regulations and rules that govern client accounts
- May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive:
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Beaverton, OR
Requisition ID: 2026-120516
Category: Retail Branch
Position type: Regular
Pay range: USD $26.39 - $43.51 / Hour
Application deadline: 2026-04-08
Your opportunity
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
Required Qualifications:
- 1+ years of Client/Customer Service experience
Preferred Qualifications:
- Previous experience in Financial Services/Wealth Management and/or closely related industry.
- While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
- Ability to handle client needs with tact and diplomacy
- Outstanding written and oral communication skills
- Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
- Ability to build and maintain good cross-enterprise working relationships
- Basic understanding of brokerage regulations and rules that govern client accounts
- May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive:
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Job Roles in Investment Management in Oregon
See all 82+ Investment Management Oregon jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Management Oregon roles.
Get Access To All JobsFrequently Asked Questions
Which investment management companies sponsor H-1B visas in Oregon?
Portland-based firms are the primary source of H-1B sponsorship in Oregon's investment management sector. Parametric Portfolio Associates, a subsidiary of Morgan Stanley Investment Management, has a significant presence in Portland and has filed H-1B petitions for quantitative and analytical roles. Regional financial institutions with asset management arms, including Umpqua Bank and Pacific Premier Bank, also appear in Department of Labor LCA disclosure data for investment-related positions.
Which cities in Oregon have the most investment management H-1B sponsorship jobs?
Portland accounts for the overwhelming majority of investment management H-1B sponsorship activity in Oregon. It hosts the state's largest concentration of financial services firms, institutional asset managers, and fintech companies with investment functions. Outside Portland, Beaverton and Lake Oswego have a smaller number of financial advisory and wealth management firms, but H-1B sponsorship activity in those markets is considerably more limited compared to the Portland metro area.
What types of investment management roles typically qualify for H-1B sponsorship?
Roles that routinely qualify for H-1B sponsorship in investment management include quantitative analyst, portfolio analyst, risk analyst, financial engineer, and investment research associate. These positions generally require a bachelor's degree or higher in a specific field such as finance, economics, mathematics, statistics, or computer science, satisfying the specialty occupation standard USCIS applies to H-1B petitions. Generalist roles where no specific degree field is required are less likely to qualify.
How do I find investment management H-1B sponsorship jobs in Oregon?
Migrate Mate is built specifically for international job seekers and filters investment management roles in Oregon by H-1B visa sponsorship, which removes the need to manually screen employers by their sponsorship history. Rather than sorting through general job listings, you can search directly for Oregon-based investment management employers that have sponsored H-1B workers, including portfolio analyst, quantitative research, and risk management roles concentrated in the Portland metro area.
Are there any Oregon-specific considerations for H-1B sponsorship in investment management?
Oregon's investment management sector is smaller than financial hubs like New York or Chicago, which means fewer total H-1B sponsors operate in the state. Most active sponsors are large national firms with Portland offices rather than locally headquartered boutiques. Oregon also has no state income tax deduction rules that uniquely affect employer sponsorship decisions, but the limited pool of participating firms means competition for sponsored roles in this industry is concentrated among a smaller number of employers compared to major financial centers.
What is the prevailing wage for H-1B investment management jobs in Oregon?
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.
See which investment management employers are hiring and sponsoring visas in Oregon right now.
Search Investment Management Jobs in Oregon