Investment Management Jobs in Texas with F-1 CPT Sponsorship
Investment management F-1 CPT sponsorship jobs in Texas are concentrated in Houston and Dallas, where firms like BlackRock, Fidelity Investments, and Charles Schwab maintain significant operations. Texas's position as a hub for energy-sector asset management and private wealth advisory creates real demand for international students in portfolio analysis, risk management, and fund operations roles.
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Get Access To All JobsJob Description Summary
Under direct supervision, uses general knowledge and skills obtained through training and experience to assist financial advisors with marketing efforts. General instructions and procedures are provided to perform routine standardized tasks.
Responsibilities
- Assists with processing mass mailings.
- Contacts prospective and existing clients to offer services or invite them to seminars.
- Sends prospective and existing clients introductory letters, marketing materials, thank you letters, requests for referrals, etc.
- Coordinates seminars including scheduling, room set-up, menu planning, audio visual aids, and marketing materials.
- Sets up and confirms appointments.
- Obtains and maintains “leads” lists.
- Updates client relationship management system.
- Performs a variety of administrative functions, including data entry.
- Performs other duties and responsibilities as assigned.
Education/Experience Requirements
High School Diploma or equivalent and one year’s related work experience preferred.
Licenses
None
Education
Bachelor’s, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience
General Experience - 4 to 6 months
Certifications
Travel
Less than 25%
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 general knowledge and skills obtained through training and experience to assist financial advisors with marketing efforts. General instructions and procedures are provided to perform routine standardized tasks.
Responsibilities
- Assists with processing mass mailings.
- Contacts prospective and existing clients to offer services or invite them to seminars.
- Sends prospective and existing clients introductory letters, marketing materials, thank you letters, requests for referrals, etc.
- Coordinates seminars including scheduling, room set-up, menu planning, audio visual aids, and marketing materials.
- Sets up and confirms appointments.
- Obtains and maintains “leads” lists.
- Updates client relationship management system.
- Performs a variety of administrative functions, including data entry.
- Performs other duties and responsibilities as assigned.
Education/Experience Requirements
High School Diploma or equivalent and one year’s related work experience preferred.
Licenses
None
Education
Bachelor’s, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience
General Experience - 4 to 6 months
Certifications
Travel
Less than 25%
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 Roles in Investment Management in Texas
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Get Access To All JobsFrequently Asked Questions
Which investment management companies sponsor F-1 CPT visas in Texas?
Several large asset managers and financial services firms in Texas have histories of hosting F-1 CPT students, including Fidelity Investments, Charles Schwab, and BlackRock, all of which have significant Texas operations. Regional firms like Frost Investment Advisors and energy-focused investment shops in Houston also participate in CPT programs, though sponsorship availability varies by firm, semester, and the student's university's CPT authorization policies.
Which cities in Texas have the most investment management F-1 CPT sponsorship jobs?
Houston and Dallas-Fort Worth account for the majority of investment management CPT opportunities in Texas. Houston's concentration of energy companies drives demand in energy finance, commodities trading, and infrastructure investment roles. Dallas is a major hub for wealth management, private equity, and institutional asset management, with firms like Goldman Sachs and State Street maintaining offices there. Austin has a smaller but growing presence tied to its expanding financial technology sector.
What types of investment management roles typically qualify for F-1 CPT sponsorship?
Roles that align directly with finance, economics, or business degree programs tend to qualify most reliably for CPT authorization. Common qualifying positions include portfolio analyst intern, investment research associate, risk management analyst, fund operations intern, and quantitative analyst. The role must be an integral part of your academic curriculum, meaning your university's DSO must confirm the position satisfies CPT requirements before you begin work.
How do I find investment management F-1 CPT sponsorship jobs in Texas?
Migrate Mate lists investment management positions in Texas that are open to F-1 CPT students, filtering out roles where visa sponsorship is not available. Because CPT eligibility depends on both the employer's willingness and your university's curriculum requirements, Migrate Mate's filters help you focus on employers already familiar with the CPT process, saving time you would otherwise spend screening job postings that don't address visa status.
Are there state-specific or industry-specific considerations for F-1 CPT in Texas investment management roles?
Texas has no state income tax, which affects your net compensation but does not change federal CPT compliance requirements. In the investment management industry specifically, certain roles at registered investment advisers or broker-dealers may require FINRA licensing exams, and employers sometimes factor the time required for licensing into whether they pursue CPT candidates. Energy-sector investment roles in Houston may also involve commodities regulations that affect internship scope and reporting requirements.
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