Investment Visa Sponsorship Jobs in Tennessee
Tennessee's investment sector spans Nashville's rapidly expanding finance and private equity firms, Memphis's commercial banking institutions, and Knoxville's regional investment advisories. Major employers including Pinnacle Financial Partners, Raymond James affiliates, and AllianceBernstein's Nashville hub regularly recruit internationally for portfolio management, financial analysis, and wealth management roles that qualify for visa sponsorship.
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Get Access To All JobsJob Description Summary
Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.
Responsibilities
- Collects fundamental research on related companies as requested by Financial Advisors.
- Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
- Assists in preparation of written industry and company specific reports.
- Assists in development of financial models for revenue and income forecasts.
- Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
- Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
- May participate in client meetings to identify client goals and tolerances.
- Assists with developing individualized client investment strategy for Financial Advisor.
- Responds to inquiries from Financial Advisors to research and resolve issues.
- Prepares customized written industry and company specific reports upon request to Financial Advisor.
- Assists in development of financial models to forecast team revenue and income.
- Assists with preparation of scheduled and ad hoc performance reports.
- Maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches.
- Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
- Interfaces effectively with all levels of staff in managing portfolios.
- Completes ad hoc projects and reports as assigned.
- Performs other duties and responsibilities as assigned.
Education/Experience Requirements
Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis on conducting market research and analysis
~or~
An equivalent combination of experience, education and/or training as approved by Human Resources
Licenses
- SIE required provided that an exemption or grandfathering cannot be applied
- Series 7
- Series 63, 65 and/or 66 as required by state
- Additional licenses or designations may be required as needed.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), S66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), S7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Description Summary
Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.
Responsibilities
- Collects fundamental research on related companies as requested by Financial Advisors.
- Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
- Assists in preparation of written industry and company specific reports.
- Assists in development of financial models for revenue and income forecasts.
- Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
- Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
- May participate in client meetings to identify client goals and tolerances.
- Assists with developing individualized client investment strategy for Financial Advisor.
- Responds to inquiries from Financial Advisors to research and resolve issues.
- Prepares customized written industry and company specific reports upon request to Financial Advisor.
- Assists in development of financial models to forecast team revenue and income.
- Assists with preparation of scheduled and ad hoc performance reports.
- Maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches.
- Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
- Interfaces effectively with all levels of staff in managing portfolios.
- Completes ad hoc projects and reports as assigned.
- Performs other duties and responsibilities as assigned.
Education/Experience Requirements
Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis on conducting market research and analysis
~or~
An equivalent combination of experience, education and/or training as approved by Human Resources
Licenses
- SIE required provided that an exemption or grandfathering cannot be applied
- Series 7
- Series 63, 65 and/or 66 as required by state
- Additional licenses or designations may be required as needed.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), S66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), S7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Investment Job Roles in Tennessee
See all 95+ Investment Jobs in Tennessee
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Search Investment Jobs in TennesseeInvestment Jobs in Tennessee: Frequently Asked Questions
Which companies in Tennessee sponsor visas for investment roles?
AllianceBernstein, which relocated its headquarters to Nashville, is among the most active sponsors for investment and financial analysis roles in the state. Pinnacle Financial Partners, Avenue Bank, and regional offices of firms like Morgan Stanley and Raymond James have also supported H-1B visa sponsorship for roles in portfolio management, investment research, and wealth advisory. Sponsorship availability varies by role seniority and business need.
Which visa types are most common for investment professionals in Tennessee?
The H-1B is the primary visa category for investment professionals in Tennessee, covering roles such as financial analyst, portfolio manager, and investment associate that require at least a bachelor's degree in a relevant field like finance, economics, or accounting. Some senior professionals with exceptional records in investment management may qualify for the O-1A. Candidates with a Canadian or Mexican citizenship background may also explore the TN visa under the economist or financial analyst categories.
Which cities in Tennessee have the most investment visa sponsorship jobs?
Nashville leads the state by a significant margin, driven by AllianceBernstein's corporate presence and a growing concentration of private equity, venture, and wealth management firms. Memphis has a secondary cluster tied to commercial banking and institutional investment, with employers like First Horizon Bank. Knoxville and Chattanooga have smaller but active markets, particularly within regional investment advisory and financial planning firms serving growing corporate bases.
How to find investment visa sponsorship jobs in Tennessee?
Migrate Mate filters investment roles specifically to employers with a documented history of visa sponsorship, which removes the guesswork of cold-applying to firms that may not support international candidates. For Tennessee, searches on Migrate Mate can be narrowed to Nashville, Memphis, and other cities, surfacing open positions in portfolio management, financial analysis, and wealth advisory at sponsors active in the state. Creating a profile also helps match your background to relevant openings.
Are there any Tennessee-specific considerations for investment role visa sponsorship?
Tennessee has no state income tax on wages, which affects prevailing wage benchmarking and overall compensation structures at Tennessee-based firms compared to high-tax states. Employers filing Labor Condition Applications for H-1B investment roles must meet DOL prevailing wage requirements for the specific metropolitan statistical area, so Nashville, Memphis, and Knoxville each have distinct wage floors. AllianceBernstein's presence has also made Vanderbilt University and its finance program a notable pipeline for internationally recruited talent entering the state.
What is the prevailing wage for sponsored investment jobs in Tennessee?
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.