Portfolio Manager Jobs in USA with Visa Sponsorship
Portfolio managers can secure H-1B visa, E-3 visa, and O-1 visa sponsorship from investment banks, asset management firms, and hedge funds. The role qualifies as a specialty occupation requiring finance, economics, or mathematics degrees. Large financial institutions like BlackRock, Vanguard, and Goldman Sachs regularly sponsor portfolio managers for work visas. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
Do you bring strong analytical judgment to investment decisions? Are you comfortable working directly with portfolio managers to solve complex problems using data and technology? Do you have a strong interest in leveraged loans, high-yield bonds, and CLO portfolio management?
ROLE AND RESPONSIBILITIES
We are looking for a Portfolio Analytics & Automation Specialist - CIG to support our Leveraged Loan and High-Yield investment team by:
- supporting portfolio managers with day-to-day portfolio monitoring and analysis across leveraged loans, high-yield bonds, and CLO portfolios
- owning and enhancing analytics on portfolio exposures, risk positioning, and performance attribution
- designing, building, and maintaining data tools, dashboards, and reports used by the portfolio management team
- automating recurring portfolio and risk reporting workflows to help the team scale beyond manual processes
- contributing to ad hoc analytical projects as markets, strategies, and portfolio needs evolve
THE TEAM
The Credit Investments Group (“CIG”) a business unit within the Investments division of Asset Management, is an industry leader in managing over [$57] billion in non-investment grade credit assets across bank loan, high yield bond and structured product portfolios. CIG is one of the largest leveraged credit managers in the US and Western Europe, with an accomplished full-service group of dedicated career credit professionals located in New York, London and Zurich. The investment process is predicated on bottom-up credit selection, which has generated favorable risk-adjusted returns with lower relative volatility than the benchmark for the last 25 years.
BASIC QUALIFICATIONS
- ideally 3 years of experience in asset management, leveraged finance, structured credit, investment banking, or a related front office analytical role
- Bachelor’s or Master’s degree in Finance, Economics, Math, Engineering, Computer Science, or a related field
- strong analytical and quantitative skills, with experience reviewing, cleaning, and quickly understanding large datasets
- strong interest in asset management, credit markets, leveraged finance, and portfolio management
- solid understanding of leveraged loans and CLO portfolio construction would be a plus
- advanced excel skills and proficiency in python strongly preferred; knowledge of tools such as numpy, pandas, matplotlib, scikit-learn, streamlit, powerbi, or qlik would be an advantage
- strong communication skills, ability to manage multiple priorities in a fast-paced investment-driven environment, and comfort working directly with senior investment professionals
- you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - New York - New York min USD 95000 - max USD 115000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
INTRODUCTION
Do you bring strong analytical judgment to investment decisions? Are you comfortable working directly with portfolio managers to solve complex problems using data and technology? Do you have a strong interest in leveraged loans, high-yield bonds, and CLO portfolio management?
ROLE AND RESPONSIBILITIES
We are looking for a Portfolio Analytics & Automation Specialist - CIG to support our Leveraged Loan and High-Yield investment team by:
- supporting portfolio managers with day-to-day portfolio monitoring and analysis across leveraged loans, high-yield bonds, and CLO portfolios
- owning and enhancing analytics on portfolio exposures, risk positioning, and performance attribution
- designing, building, and maintaining data tools, dashboards, and reports used by the portfolio management team
- automating recurring portfolio and risk reporting workflows to help the team scale beyond manual processes
- contributing to ad hoc analytical projects as markets, strategies, and portfolio needs evolve
THE TEAM
The Credit Investments Group (“CIG”) a business unit within the Investments division of Asset Management, is an industry leader in managing over [$57] billion in non-investment grade credit assets across bank loan, high yield bond and structured product portfolios. CIG is one of the largest leveraged credit managers in the US and Western Europe, with an accomplished full-service group of dedicated career credit professionals located in New York, London and Zurich. The investment process is predicated on bottom-up credit selection, which has generated favorable risk-adjusted returns with lower relative volatility than the benchmark for the last 25 years.
BASIC QUALIFICATIONS
- ideally 3 years of experience in asset management, leveraged finance, structured credit, investment banking, or a related front office analytical role
- Bachelor’s or Master’s degree in Finance, Economics, Math, Engineering, Computer Science, or a related field
- strong analytical and quantitative skills, with experience reviewing, cleaning, and quickly understanding large datasets
- strong interest in asset management, credit markets, leveraged finance, and portfolio management
- solid understanding of leveraged loans and CLO portfolio construction would be a plus
- advanced excel skills and proficiency in python strongly preferred; knowledge of tools such as numpy, pandas, matplotlib, scikit-learn, streamlit, powerbi, or qlik would be an advantage
- strong communication skills, ability to manage multiple priorities in a fast-paced investment-driven environment, and comfort working directly with senior investment professionals
- you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - New York - New York min USD 95000 - max USD 115000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
See all 1,322+ Portfolio Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Portfolio Manager roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Portfolio Manager
Target institutional asset managers over boutique firms
Large asset management companies like Fidelity, State Street, and Charles Schwab have established immigration departments and sponsor hundreds of finance professionals annually through their legal teams.
Emphasize quantitative skills and specialized knowledge
Highlight expertise in risk modeling, derivatives pricing, or emerging markets. Portfolio management requires specialized financial knowledge that supports H-1B specialty occupation requirements for USCIS approval.
Apply during Q4 for optimal H-1B timing
Many investment firms hire portfolio managers for January start dates. Applying in October-December aligns with H-1B cap registration in March, giving employers time to prepare.
Consider investment consulting firms as alternative sponsors
Companies like Cambridge Associates, Wilshire, and Mercer sponsor portfolio managers for client advisory roles. These firms often have less competition than traditional asset managers.
Network through CFA Institute and industry conferences
Portfolio management roles are relationship-driven. Attend CFA events, Morningstar conferences, and institutional investor meetings where hiring managers actively recruit for specialized positions requiring visa sponsorship.
Prepare for enhanced due diligence requirements
Financial services employers conduct thorough background checks for portfolio managers. Ensure all visa applications, employment history, and educational credentials are completely accurate before submitting sponsorship paperwork.
Frequently Asked Questions
Do portfolio managers qualify for H-1B specialty occupation requirements?
Yes, portfolio management qualifies as a specialty occupation requiring a bachelor's degree in finance, economics, mathematics, or related field. The role involves complex financial analysis, risk assessment, and investment strategy development that requires specialized knowledge. USCIS recognizes portfolio management as requiring theoretical and practical application of specialized knowledge.
Which visa types work best for portfolio manager positions?
H-1B visa is most common for portfolio managers, with strong specialty occupation support. E-3 visa works for Australians, while O-1 visa applies to portfolio managers with extraordinary ability in finance. L-1 visa is possible for intracompany transfers from foreign offices of global asset management firms like UBS or Credit Suisse.
Can I get sponsored without a finance degree?
Yes, but it's challenging. Mathematics, economics, statistics, or engineering degrees can qualify if the role emphasizes quantitative analysis. The employer must demonstrate how your degree relates to portfolio management duties. Three years of progressive financial experience can substitute for one year of education under certain circumstances.
Do investment firms typically sponsor entry-level portfolio managers?
Large asset managers like BlackRock, Vanguard, and Fidelity sponsor entry-level analysts who advance to portfolio manager roles. Boutique firms rarely sponsor junior positions. Most sponsored portfolio managers have 3-5 years of investment experience, making the specialty occupation requirement easier to support.
How do FINRA licensing requirements affect visa applications?
FINRA licenses like Series 7 and 66 strengthen H-1B applications by demonstrating specialized knowledge requirements. However, you don't need licenses before visa approval. Most employers help international hires obtain required licenses after starting work, as FINRA allows reasonable time for license completion.
How to find Portfolio Manager jobs with visa sponsorship?
Search for Portfolio Manager positions on Migrate Mate, which specializes in visa sponsorship opportunities. Focus on investment firms, asset management companies, and financial institutions that commonly sponsor H-1B, O-1, or EB-2 visas for finance professionals. Filter by companies with established sponsorship histories and target roles requiring investment analysis, risk management, or client portfolio oversight experience.
What is the prevailing wage requirement for sponsored Portfolio Manager 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.