Asset Management Analyst Jobs in USA with Visa Sponsorship
Asset management analyst roles qualify as specialty occupations under H-1B visa, E-3 visa, and TN visa categories, making employer sponsorship a realistic path for finance professionals with a relevant bachelor's degree. Firms managing institutional portfolios, mutual funds, or alternative investments regularly file Labor Condition Applications for this role. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
The Business Analyst I supports Strata business teams by gathering, organizing, and analyzing data that informs operational and strategic decisions across project development, construction, and operating assets.
The role builds and maintains reports, dashboards, models, and regional budgets; tracks key performance indicators (KPIs); and translates business questions into clear, data-driven findings for stakeholders.
The Business Analyst I works under close direction on projects of limited complexity and develops a working understanding of the business model, objectives, and challenges through collaboration with internal IPP teams, other Strata business units, and external stakeholders.
The role includes occasional travel to other Strata offices or project sites.
Summary
We’re leading the industry in sustainable energy careers. We understand that our employees are the lifeblood of the company. We strive to align company goals with those of our employees. We're constantly innovating to make a difference for our customers, our employees, and our planet. Our mission is to make a difference by developing cost-efficient alternatives to traditional energy sources, without long-term dependence on government subsidies. We’re leading the industry in sustainable energy careers. We hope you’ll join us.
Essential Duties and Responsibilities:
- Collect, clean, and validate data from internal systems (for example, ERP, HRIS, project management, and financial tools) and external industry sources to ensure accuracy and consistency
- Build, maintain, and refresh recurring reports and dashboards (for example, Power BI and Excel) that track KPIs, project status, and business results
- Analyze data using statistical methods, trend analysis, and basic modeling to identify patterns, variances, and opportunities for operational improvement
- Translate stakeholder requests into defined analysis requirements; document data sources, definitions, and assumptions
- Prepare clear summaries, charts, and presentation materials that communicate findings to managers and business leaders
- Support budgeting, forecasting, and planning activities by assembling historical data and maintaining supporting models under the direction of senior team members
- Research market, industry, and competitor information to support business planning and benchmarking
- Identify data quality issues and partner with system owners to resolve discrepancies
- Collaborate with internal IPP teams, other Strata business units, and external stakeholders to gather requirements and deliver analysis
- Maintain the confidentiality of sensitive business, financial, and employee data
- Support ad hoc analysis requests and special projects across departments
- Perform other duties as assigned by supervisor
Education and/or Work Experience Requirements:
- Bachelor's degree in business analytics, finance, statistics, economics, engineering, information systems, or a related quantitative field
- Minimum of two years of related experience in data analysis, reporting, or business analytics; relevant internships and co-op roles count toward this experience
- Intermediate to strong Microsoft Excel skills, including formulas, pivot tables, lookups, and data cleanup
- Working knowledge of BI and data visualization tools (for example, Power BI or Tableau)
- Strong analytical, organizational, and problem-solving skills
- Detail-oriented with demonstrated ability for accuracy
- Clear written and verbal communication skills, including the ability to explain data to non-technical audiences
- Ability to manage multiple requests and meet deadlines in a fast-paced environment
- Exposure to SQL, Python, or R for data extraction and analysis
- Interest in or experience with renewable energy, construction, or other project-based industries
Physical Requirements/Work Environment:
Office
- Works in an office environment
- Sits for extended periods and works at a computer
- Stands, bends, and twists, and lifts up to 20 pounds
- Communicates effectively in person, by phone, and by video
- Positions based at Strata's Durham, NC headquarters are fully on-site and require full-time, in-office attendance.
Perks and Benefits: we offer medical/dental/vision insurance plans, PTO, and 401K with a company matching portion.
About us
Strata Clean Energy is a leading developer, EPC, and service provider for utility-scale solar and storage systems in the United States. We control and self-perform all processes from our nationwide solar and storage developments, to construction, O&M, and Asset Management.
Our employees are empowered to drive our business in a collaborative, creative, and passion-driven environment that fosters long-term professional growth. There is a lot to learn at Strata, but we’re here to help you give your best and have a good time doing it.
At Strata, you’re part of something big. We’re leading the industry in sustainable energy careers. We are driving innovation to make a difference for our customers, our employees, and our planet. Join us in powering the future.
Strata Solar is an equal opportunity and affirmative action employer. Strata Solar is an equal employment and affirmative action employer whereby we do not engage in practices that discriminate against any person employed or seeking employment based on race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, marital status, disability, veteran status, genetic information or any other status or characteristic protected under applicable law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
INTRODUCTION
The Business Analyst I supports Strata business teams by gathering, organizing, and analyzing data that informs operational and strategic decisions across project development, construction, and operating assets.
The role builds and maintains reports, dashboards, models, and regional budgets; tracks key performance indicators (KPIs); and translates business questions into clear, data-driven findings for stakeholders.
The Business Analyst I works under close direction on projects of limited complexity and develops a working understanding of the business model, objectives, and challenges through collaboration with internal IPP teams, other Strata business units, and external stakeholders.
The role includes occasional travel to other Strata offices or project sites.
Summary
We’re leading the industry in sustainable energy careers. We understand that our employees are the lifeblood of the company. We strive to align company goals with those of our employees. We're constantly innovating to make a difference for our customers, our employees, and our planet. Our mission is to make a difference by developing cost-efficient alternatives to traditional energy sources, without long-term dependence on government subsidies. We’re leading the industry in sustainable energy careers. We hope you’ll join us.
Essential Duties and Responsibilities:
- Collect, clean, and validate data from internal systems (for example, ERP, HRIS, project management, and financial tools) and external industry sources to ensure accuracy and consistency
- Build, maintain, and refresh recurring reports and dashboards (for example, Power BI and Excel) that track KPIs, project status, and business results
- Analyze data using statistical methods, trend analysis, and basic modeling to identify patterns, variances, and opportunities for operational improvement
- Translate stakeholder requests into defined analysis requirements; document data sources, definitions, and assumptions
- Prepare clear summaries, charts, and presentation materials that communicate findings to managers and business leaders
- Support budgeting, forecasting, and planning activities by assembling historical data and maintaining supporting models under the direction of senior team members
- Research market, industry, and competitor information to support business planning and benchmarking
- Identify data quality issues and partner with system owners to resolve discrepancies
- Collaborate with internal IPP teams, other Strata business units, and external stakeholders to gather requirements and deliver analysis
- Maintain the confidentiality of sensitive business, financial, and employee data
- Support ad hoc analysis requests and special projects across departments
- Perform other duties as assigned by supervisor
Education and/or Work Experience Requirements:
- Bachelor's degree in business analytics, finance, statistics, economics, engineering, information systems, or a related quantitative field
- Minimum of two years of related experience in data analysis, reporting, or business analytics; relevant internships and co-op roles count toward this experience
- Intermediate to strong Microsoft Excel skills, including formulas, pivot tables, lookups, and data cleanup
- Working knowledge of BI and data visualization tools (for example, Power BI or Tableau)
- Strong analytical, organizational, and problem-solving skills
- Detail-oriented with demonstrated ability for accuracy
- Clear written and verbal communication skills, including the ability to explain data to non-technical audiences
- Ability to manage multiple requests and meet deadlines in a fast-paced environment
- Exposure to SQL, Python, or R for data extraction and analysis
- Interest in or experience with renewable energy, construction, or other project-based industries
Physical Requirements/Work Environment:
Office
- Works in an office environment
- Sits for extended periods and works at a computer
- Stands, bends, and twists, and lifts up to 20 pounds
- Communicates effectively in person, by phone, and by video
- Positions based at Strata's Durham, NC headquarters are fully on-site and require full-time, in-office attendance.
Perks and Benefits: we offer medical/dental/vision insurance plans, PTO, and 401K with a company matching portion.
About us
Strata Clean Energy is a leading developer, EPC, and service provider for utility-scale solar and storage systems in the United States. We control and self-perform all processes from our nationwide solar and storage developments, to construction, O&M, and Asset Management.
Our employees are empowered to drive our business in a collaborative, creative, and passion-driven environment that fosters long-term professional growth. There is a lot to learn at Strata, but we’re here to help you give your best and have a good time doing it.
At Strata, you’re part of something big. We’re leading the industry in sustainable energy careers. We are driving innovation to make a difference for our customers, our employees, and our planet. Join us in powering the future.
Strata Solar is an equal opportunity and affirmative action employer. Strata Solar is an equal employment and affirmative action employer whereby we do not engage in practices that discriminate against any person employed or seeking employment based on race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, marital status, disability, veteran status, genetic information or any other status or characteristic protected under applicable law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Get Access To All JobsTips for Finding Visa Sponsorship as an Asset Management Analyst
Frame your CFA progress strategically
If you're a CFA Level I or II candidate, include that on your resume under credentials. Many asset management hiring managers treat CFA progress as a proxy for technical depth, which strengthens the specialty occupation case your employer will need to make.
Target firms with dedicated compliance teams
Registered investment advisers and broker-dealers with in-house legal or compliance teams process LCAs and I-129 petitions far more smoothly than smaller boutiques. Check whether a firm has an internal immigration contact before accepting an offer.
Search Migrate Mate for verified LCA sponsors
Use Migrate Mate to browse asset management employers with confirmed LCA filing history. Seeing which firms have filed for this exact role title removes the guesswork from cold outreach and helps you prioritize where to apply.
Verify prevailing wage before negotiating your offer
Your employer must pay at least the DOL prevailing wage for your role, level, and location. Run the OFLC Wage Search for your metropolitan area before you negotiate so you know the floor and can confirm the offer clears it.
Clarify your visa category fit before the offer stage
Australian citizens can skip the H-1B lottery entirely via the E-3 visa. Canadian and Mexican nationals should explore TN status under the Economist or Financial Analyst USMCA category. Knowing your pathway before an offer lets you brief the employer accurately and avoid delays.
Align your degree field with the posted job description
USCIS scrutinizes whether your degree directly relates to the analyst role. A finance, economics, or accounting degree maps cleanly. If yours is in a tangential field like mathematics or statistics, ask the employer to emphasize quantitative modeling duties in the LCA job description.
Frequently Asked Questions
Does an asset management analyst role qualify as a specialty occupation for H-1B purposes?
Yes. Asset management analyst positions consistently qualify because they require at least a bachelor's degree in finance, economics, accounting, or a closely related field. USCIS evaluates the job duties, not just the title, so the employer's LCA job description should emphasize portfolio analysis, securities research, or quantitative modeling to support the specialty occupation determination.
Which visa types can an asset management analyst use to work in the U.S.?
The most common pathways are H-1B, E-3 (for Australian citizens), H-1B1 visa (for Chilean and Singaporean nationals), and TN visa (for Canadian and Mexican nationals whose role maps to the Financial Analyst or Economist USMCA category). F-1 students may also work under OPT or STEM OPT if the degree is in a qualifying STEM field like quantitative finance.
What type of employers sponsor asset management analysts most often?
Registered investment advisers, mutual fund companies, pension fund managers, insurance asset management divisions, and large bank trust departments are the most active sponsors. Boutique hedge funds and private equity firms sometimes sponsor but tend to prefer candidates who already have work authorization. Use Migrate Mate to find employers with verified sponsorship history for this role.
Does a three-year Australian bachelor's degree satisfy H-1B or E-3 specialty occupation requirements?
Generally yes. USCIS accepts three-year Australian bachelor's degrees as equivalent to a U.S. four-year bachelor's degree for specialty occupation purposes, particularly when combined with relevant work experience. A credential evaluation from a recognized body like NACES can help preempt any employer or adjudicator questions about equivalency.
What happens to my visa status if my employer is acquired or the fund closes?
If your employer is acquired and the new entity assumes H-1B liabilities, your status typically continues without interruption. If the fund closes and your employment ends, you enter a 60-day grace period under H-1B rules to find a new sponsored position, change status, or depart. Filing a new petition with a successor employer before the grace period ends lets you start work once the petition is filed.
What is the prevailing wage requirement for sponsored Asset Management Analyst jobs?
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.