Investment Visa Sponsorship Jobs in Washington
Washington state is a major hub for investment roles, with employers like BlackRock, JPMorgan, and Russell Investments anchoring a strong financial services presence in Seattle. Bellevue and Tacoma also host asset management and private equity firms that regularly sponsor H-1B visas for analysts, portfolio managers, and quantitative researchers.
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Get Access To All JobsABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.
POSITION:
A Private Advisor team within Rockefeller Global Family Office is seeking a high-caliber Investment Research Analyst to support a growing UHNW advisory practice serving families, founders, entrepreneurs, and business owners. This role is designed for an analytical, detail-oriented professional who can contribute across portfolio analytics, investment research, trading, proposal development, and technology-enabled workflow improvement. For the right candidate, the position offers a path toward senior investment leadership within the advisor team.
Responsibilities:
- Leverage AI, automation, and data tools to improve research, portfolio analysis, reporting, proposal development, and client-facing deliverables.
- Monitor portfolio allocations, performance, and risk exposures across UHNW client mandates.
- Conduct portfolio drift analysis, rebalancing, and tax-aware optimization.
- Prepare investment reporting and analytics for client meetings and internal review.
- Participate in select client and prospect meetings to support investment discussions, prepare follow-up analysis, and help translate complex investment concepts into clear client-facing guidance.
- Support the oversight, maintenance, and evolution of the team’s model portfolio and investment strategies.
- Perform investment research across equities, fixed income, alternatives, private markets, and thematic strategies.
- Evaluate investment managers, strategies, and new opportunities through due diligence and research.
- Prepare investment memos and contribute to internal investment discussions.
- Execute trades within discretionary portfolios in coordination with trading and operations teams.
- Support the development of customized client and prospect proposals and presentation materials.
- Assist with scenario modeling, liquidity event planning, and customized investment solutions.
- Enhance workflow efficiency through improved use of technology, data, and automation tools.
- Contribute to the ongoing evolution of investment processes, analytics, and client-facing materials.
QUALIFICATIONS
- 1-3 years of experience in wealth management, investment management, banking, consulting, or a related financial services environment.
- Series 7 & 66 strongly preferred, and if not, willing to obtain.
- Experience supporting UHNW clients and complex investment structures preferred.
- Experience with portfolio management and reporting platforms such as Tamarac is a plus.
- Exposure to artificial intelligence, automation, or technology-driven investment or reporting solutions is a plus.
SKILLS:
- Advanced proficiency in Excel and strong comfort working with data, models, and reporting tools.
- Strong analytical, quantitative, and problem-solving skills with the ability to synthesize complex investment concepts.
- Familiarity with Venn or similar portfolio analytics tools is a plus.
- Strong written and verbal communication skills with the ability to present investment insights clearly and professionally.
- High attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively.
COMPENSATION RANGE:
The anticipated base salary range for this role is $85,000 to $95,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.
POSITION:
A Private Advisor team within Rockefeller Global Family Office is seeking a high-caliber Investment Research Analyst to support a growing UHNW advisory practice serving families, founders, entrepreneurs, and business owners. This role is designed for an analytical, detail-oriented professional who can contribute across portfolio analytics, investment research, trading, proposal development, and technology-enabled workflow improvement. For the right candidate, the position offers a path toward senior investment leadership within the advisor team.
Responsibilities:
- Leverage AI, automation, and data tools to improve research, portfolio analysis, reporting, proposal development, and client-facing deliverables.
- Monitor portfolio allocations, performance, and risk exposures across UHNW client mandates.
- Conduct portfolio drift analysis, rebalancing, and tax-aware optimization.
- Prepare investment reporting and analytics for client meetings and internal review.
- Participate in select client and prospect meetings to support investment discussions, prepare follow-up analysis, and help translate complex investment concepts into clear client-facing guidance.
- Support the oversight, maintenance, and evolution of the team’s model portfolio and investment strategies.
- Perform investment research across equities, fixed income, alternatives, private markets, and thematic strategies.
- Evaluate investment managers, strategies, and new opportunities through due diligence and research.
- Prepare investment memos and contribute to internal investment discussions.
- Execute trades within discretionary portfolios in coordination with trading and operations teams.
- Support the development of customized client and prospect proposals and presentation materials.
- Assist with scenario modeling, liquidity event planning, and customized investment solutions.
- Enhance workflow efficiency through improved use of technology, data, and automation tools.
- Contribute to the ongoing evolution of investment processes, analytics, and client-facing materials.
QUALIFICATIONS
- 1-3 years of experience in wealth management, investment management, banking, consulting, or a related financial services environment.
- Series 7 & 66 strongly preferred, and if not, willing to obtain.
- Experience supporting UHNW clients and complex investment structures preferred.
- Experience with portfolio management and reporting platforms such as Tamarac is a plus.
- Exposure to artificial intelligence, automation, or technology-driven investment or reporting solutions is a plus.
SKILLS:
- Advanced proficiency in Excel and strong comfort working with data, models, and reporting tools.
- Strong analytical, quantitative, and problem-solving skills with the ability to synthesize complex investment concepts.
- Familiarity with Venn or similar portfolio analytics tools is a plus.
- Strong written and verbal communication skills with the ability to present investment insights clearly and professionally.
- High attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively.
COMPENSATION RANGE:
The anticipated base salary range for this role is $85,000 to $95,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Investment Job Roles in Washington
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Search Investment Jobs in WashingtonInvestment Jobs in Washington: Frequently Asked Questions
Which companies sponsor visas for investment roles in Washington?
Several established financial employers in Washington have documented H-1B sponsorship histories for investment roles. Russell Investments, headquartered in Seattle, regularly files for portfolio managers and analysts. Large institutions with Seattle offices, including JPMorgan Asset Management and BlackRock, also sponsor for quantitative and investment analysis positions. Regional asset managers and family offices in Bellevue add further opportunities, though sponsorship capacity varies by firm size and role.
Which visa types are most common for investment roles in Washington?
The H-1B is the most widely used visa category for investment professionals in Washington, covering roles like financial analyst, portfolio manager, and quantitative researcher that require a specialized bachelor's degree or higher. The O-1A is an option for candidates with demonstrated extraordinary achievement in finance or investment management. Some multinational firms also use the L-1A or L-1B for transferring employees into Washington offices from overseas operations.
Which cities in Washington have the most investment sponsorship jobs?
Seattle holds the largest concentration of investment sponsorship jobs in Washington, driven by its established financial services sector and proximity to major technology wealth management demand. Bellevue is a growing secondary market, particularly for private equity and venture capital adjacent roles serving the tech corridor. Tacoma and Spokane have a smaller but present financial services presence, though sponsorship activity there is considerably more limited than in King County.
How to find investment visa sponsorship jobs in Washington?
Migrate Mate is built specifically for this search, filtering investment roles in Washington by verified sponsorship history so you are not sifting through listings from employers who do not sponsor. You can browse portfolio management, financial analysis, and quantitative research positions concentrated in Seattle and Bellevue. Filtering by role type and location on Migrate Mate helps narrow to firms with active H-1B filing records in the investment space.
Are there state-specific considerations for investment professionals seeking sponsorship in Washington?
Washington has no state income tax, which affects prevailing wage comparisons since the Department of Labor's wage benchmarks for investment roles in the Seattle metropolitan area reflect a high cost-of-living market. Employers filing Labor Condition Applications must meet those prevailing wage levels for the specific location listed. Washington's large technology sector also creates significant demand for hybrid roles blending investment analysis with data science, which can influence how a specialty occupation petition is framed.
What is the prevailing wage for sponsored investment jobs in Washington?
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.