Investment Associate Jobs in USA with Visa Sponsorship
Investment Associates at U.S. private equity, venture capital, and asset management firms regularly sponsor H-1B visa and O-1 visas for qualified candidates. Finance roles at the analyst-to-associate level are well-established specialty occupations, making sponsorship more common than most candidates expect. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsAbout Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
ROLE SUMMARY
The Investment Sales Associate works alongside Client Advisors in the prospecting efforts of institutional clients of Northern Trust Asset Management. They will interact directly with potential clients to understand their investment, respond to requests and inquiries, and provide in-depth information about our products and services.
PRIMARY RESPONSIBILITIES INCLUDE
- Expect to spend approximately 50% on existing clients and 50% on prospective clients.
- Communicate with institutional clients to gain in-depth understanding of client servicing needs and opportunities.
- Coordinate, formulate, and implement potential client outreach plans and solutions to position in conjunction with internal and external partners.
- Provide support and assistance to complex client or partner inquiries for Asset Management products and services.
- Respond to inquiries by providing the requested information/analysis or referring the inquiry to the appropriate area for resolution. Stay abreast of new and existing investment products and services.
- Research and compile competitor information.
- Assist the Client Advisor with the tracking and development of sales opportunities.
- Prepare presentations for client/prospect meetings.
- Provide oversight of the RFP/RFI process and coordinate due diligence requests.
- Assist with the coordination, implementation and onboarding of new investment clients and/or new products sold.
- Recommend enhancements to management for changes in processes, products, or services based on inquiries received and the client's experience.
NECESSARY KNOWLEDGE AND SKILLS
- Familiarity and working knowledge of Asset Management products and services.
- Analytical and organizational skills.
- Negotiation and leadership skills.
- Ability to multitask and manage conflicting priorities and workflows.
NECESSARY EXPERIENCE AND EDUCATION
- 3-4 years investment related experience.
- Experience with Microsoft Suite, Bloomberg, Evestment and Money Market Directory a plus.
- Series 7 and 63 licenses required and must be obtained within the first 90 days of employment.
Salary Range:
$74,200 - 126,200 USDSalary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
ROLE SUMMARY
The Investment Sales Associate works alongside Client Advisors in the prospecting efforts of institutional clients of Northern Trust Asset Management. They will interact directly with potential clients to understand their investment, respond to requests and inquiries, and provide in-depth information about our products and services.
PRIMARY RESPONSIBILITIES INCLUDE
- Expect to spend approximately 50% on existing clients and 50% on prospective clients.
- Communicate with institutional clients to gain in-depth understanding of client servicing needs and opportunities.
- Coordinate, formulate, and implement potential client outreach plans and solutions to position in conjunction with internal and external partners.
- Provide support and assistance to complex client or partner inquiries for Asset Management products and services.
- Respond to inquiries by providing the requested information/analysis or referring the inquiry to the appropriate area for resolution. Stay abreast of new and existing investment products and services.
- Research and compile competitor information.
- Assist the Client Advisor with the tracking and development of sales opportunities.
- Prepare presentations for client/prospect meetings.
- Provide oversight of the RFP/RFI process and coordinate due diligence requests.
- Assist with the coordination, implementation and onboarding of new investment clients and/or new products sold.
- Recommend enhancements to management for changes in processes, products, or services based on inquiries received and the client's experience.
NECESSARY KNOWLEDGE AND SKILLS
- Familiarity and working knowledge of Asset Management products and services.
- Analytical and organizational skills.
- Negotiation and leadership skills.
- Ability to multitask and manage conflicting priorities and workflows.
NECESSARY EXPERIENCE AND EDUCATION
- 3-4 years investment related experience.
- Experience with Microsoft Suite, Bloomberg, Evestment and Money Market Directory a plus.
- Series 7 and 63 licenses required and must be obtained within the first 90 days of employment.
Salary Range:
$74,200 - 126,200 USDSalary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
See all 1,474+ Investment Associate jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Associate roles.
Get Access To All JobsTips for Finding Visa Sponsorship as an Investment Associate
Target firms with a history of H-1B filings
Large asset managers, bulge-bracket banks, and established PE firms file H-1Bs regularly for Investment Associates. Firms with structured analyst programs are far more likely to have sponsorship infrastructure already in place than boutique shops.
Lead with your CFA progress or finance credentials
CFA candidacy signals serious commitment to the field and strengthens your H-1B specialty occupation case. Employers who see candidates investing in credentials are more confident the sponsorship cost is worthwhile for someone with long-term career intent.
Understand that your degree field matters for H-1B eligibility
Investment Associate roles typically require a degree in finance, economics, accounting, or a related quantitative field. A general business degree may not satisfy USCIS specialty occupation standards without strong evidence of direct field alignment.
Negotiate sponsorship before the offer stage ends
Raise the visa question once you have a clear expression of interest, not during initial screening. Firms that have sponsored before will confirm quickly. Those that haven't may still proceed if you explain the process and timeline clearly and early.
Know the H-1B cap and lottery timeline before you apply
H-1B registrations open each March for an October 1 start date. If you need status by a specific date, work backward from that deadline. Cap-exempt employers, such as certain nonprofits, can file year-round and offer more timing flexibility.
Australian citizens should explore the E-3 visa as a faster alternative
The E-3 visa is available exclusively to Australian citizens and has no lottery. Investment Associate roles qualify as specialty occupations under E-3 rules, and applications can be processed at an Australian consulate in as little as a few weeks.
Frequently Asked Questions
Do Investment Associate roles qualify for H-1B sponsorship?
Yes. Investment Associate positions are well-established specialty occupations under USCIS standards because they typically require at minimum a bachelor's degree in finance, economics, accounting, or a closely related field. Private equity, venture capital, and asset management firms regularly sponsor H-1B visa petitions for this role, and USCIS approves the occupational classification at high rates when the degree-to-job alignment is clearly documented.
Which types of firms are most likely to sponsor visas for Investment Associates?
Large asset managers, bulge-bracket and middle-market investment banks, and established private equity firms with structured associate programs sponsor most frequently. They already have immigration counsel on retainer and a repeatable process for H-1B filings. Boutique firms and emerging funds may sponsor but typically require more convincing. You can browse sponsoring employers currently hiring Investment Associates on Migrate Mate.
Does my undergraduate degree field affect my H-1B eligibility as an Investment Associate?
It does. USCIS requires that the degree field bear a direct and logical relationship to the duties of the role. Finance, economics, mathematics, statistics, and accounting degrees are straightforwardly accepted. A general business administration or liberal arts degree may be challenged unless your coursework was heavily quantitative or finance-focused. A strong transcript and employer support letter addressing the connection between your degree and job duties can help address any borderline cases.
What happens to my visa status if I switch firms after sponsorship?
If you change employers while on H-1B, your new employer must file a new H-1B petition before you start. Under H-1B portability rules, you can begin working for the new employer as soon as the petition is filed (not approved), provided you've been in valid H-1B status for at least 365 days and have no immediately deportable issues. Investment Associates changing between qualifying firms during this window have substantial protection, but the new role must still meet specialty occupation standards.
Can an Investment Associate role qualify for an O-1A visa instead of H-1B?
Potentially, but it requires a strong profile. The O-1A is for individuals with extraordinary ability, demonstrated through criteria like high salary relative to peers, critical roles at distinguished organizations, original contributions to the field, or industry recognition. A mid-career Investment Associate at a top-tier fund with a notable track record or press coverage could qualify. It's worth discussing with an immigration attorney if you didn't win the H-1B lottery or need a cap-exempt alternative.
What is the prevailing wage requirement for sponsored Investment Associate 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.
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