Investment Management Jobs in Wisconsin with F-1 OPT Sponsorship
F-1 OPT investment management jobs in Wisconsin are concentrated in Milwaukee, where firms like Northwestern Mutual, Baird, and Fidelity National Information Services maintain significant operations. The state's mix of wealth management, institutional investing, and insurance-linked asset management creates openings for OPT candidates in analyst, research, and portfolio support roles across both established firms and regional boutiques.
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INTRODUCTION
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
ROLE AND RESPONSIBILITIES
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
Responsibilities:
- Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments.
- Collection of information needed for performance reports and coordinating the appropriate paperwork and materials for client meetings.
- Perform general clerical duties related to daily branch operation.
- Participate in special projects for Financial Advisors and for the branch.
BASIC QUALIFICATIONS
- Ability to organize large amounts of information and prioritize workload to meet deadlines.
- Effectively collaborate and work as a team with a diverse group of individuals.
EDUCATION & EXPERIENCE
- Minimum Required: 1-2 years industry related college coursework
LICENSES & CREDENTIALS
- Minimum Required: None
SYSTEMS & TECHNOLOGY
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
ABOUT STIFEL
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

INTRODUCTION
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
ROLE AND RESPONSIBILITIES
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
Responsibilities:
- Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments.
- Collection of information needed for performance reports and coordinating the appropriate paperwork and materials for client meetings.
- Perform general clerical duties related to daily branch operation.
- Participate in special projects for Financial Advisors and for the branch.
BASIC QUALIFICATIONS
- Ability to organize large amounts of information and prioritize workload to meet deadlines.
- Effectively collaborate and work as a team with a diverse group of individuals.
EDUCATION & EXPERIENCE
- Minimum Required: 1-2 years industry related college coursework
LICENSES & CREDENTIALS
- Minimum Required: None
SYSTEMS & TECHNOLOGY
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
ABOUT STIFEL
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Job Roles in Investment Management in Wisconsin
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Get Access To All JobsFrequently Asked Questions
Which investment management companies sponsor F-1 OPT visas in Wisconsin?
Milwaukee-based firms with documented OPT hiring patterns include Northwestern Mutual, Robert W. Baird, and Artisan Partners. Smaller regional asset managers and wealth advisory practices in Milwaukee and Madison also hire OPT candidates, particularly for analyst and operations roles. Sponsorship availability varies by team, headcount, and role type, so confirming OPT acceptance directly with each employer's recruiter before applying is important.
Which cities in Wisconsin have the most investment management F-1 OPT sponsorship jobs?
Milwaukee accounts for the majority of investment management F-1 OPT sponsorship opportunities in Wisconsin, driven by its concentration of asset managers, broker-dealers, and insurance-affiliated investment arms. Madison has a smaller but growing presence, particularly among firms serving university endowments and state pension-adjacent advisory work. Outside these two cities, sponsorship opportunities in investment management are limited.
What types of investment management roles typically qualify for F-1 OPT sponsorship?
Roles most commonly filled under F-1 OPT in Wisconsin investment management include investment analyst, portfolio analyst, risk analyst, quantitative research associate, and financial reporting associate positions. These roles typically require a bachelor's or master's degree directly related to the work, which aligns with OPT's requirement that employment be in a field related to your major. Compliance and operations roles at larger firms also appear with some regularity.
How do I find investment management F-1 OPT sponsorship jobs in Wisconsin?
Migrate Mate lists investment management jobs in Wisconsin that are filtered specifically for F-1 OPT visa sponsorship, saving you from manually screening postings that don't accommodate OPT candidates. You can search by city, role type, and firm size to focus on Milwaukee and Madison opportunities. Beyond Migrate Mate, attending University of Wisconsin finance career events and reaching out directly to recruiting contacts at Milwaukee-area asset managers can surface roles before they're posted publicly.
Are there any Wisconsin-specific considerations for F-1 OPT candidates in investment management?
Wisconsin's investment management sector is heavily weighted toward insurance-affiliated asset managers and wealth management, which can mean longer hiring cycles and conservative sponsorship practices compared to coastal financial hubs. Many Milwaukee firms are privately held or employee-owned, which sometimes limits their familiarity with OPT paperwork. Starting OPT applications early, maintaining clear communication with DSO advisors at your university, and confirming employment authorization acceptance before offer-stage negotiations helps avoid delays.
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