TN Visa Finance Business Partner Jobs
Finance Business Partner roles qualify for TN visa sponsorship under the Accountant category for Canadian and Mexican professionals with a degree in accounting, finance, or a related field. Canadian citizens can apply at the U.S. border with no cap, while Mexican citizens go through consular processing. Employers file no I-129 lottery petition for TN status.
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Get Access To All JobsINTRODUCTION
Securities Finance encompasses the Agency Securities Lending (ASL), Directed Agent Investment Services (DAIS), and Collateral products within the Execution Services division of Investor Services. The business partners with institutional investors to enhance their portfolio returns through intrinsic value securities lending, liquidity management, and collateral optimization. Citi's key strengths include unsurpassed global branch network, robust risk management, real-time controls, product innovation, dynamic reporting, and market thought leadership. The business is seeking a securities finance quant trader to work in New York. Citi provides 24-hour trading coverage and client services through its business locations in Sydney, Hong Kong, Singapore, London, Dublin, New York, and Tampa. Citi’s strategic presence in these locations is designed to align our business with our client base and provide a platform to target new client mandates. Our traders execute transactions for leading global institutional investors including Sovereign Wealth Funds, Pension Funds, Insurance Companies, ETF Issuers, and Mutual Funds. Leveraging our market-leading combination of securities lending expertise, local branch network, and breadth and depth of supply enables us to create mutually beneficial opportunities for both lenders and borrowers alike.
Responsibilities:
- Participate in daily trading activities to maximize our clients’ portfolio performance.
- Develop and maintain relationships with borrowers to optimize securities finance opportunities.
- Identify and present trading opportunities to capitalize on special situations and latent holdings.
- Design and develop analytical applications for traders and senior management to visualize action opportunities for lending.
- Build predictive and computational pricing models (C# / Python) for price discovery using numerical, statistical and machine learning techniques.
- Facilitate research & product development for new trading markets & strategies.
- Exceed revenue, profitability, and return on capital targets through optimal execution and broadening client base.
- Interface with global business/trading, operations, technology, and client relationship teams to develop expertise of the Securities Services systems and the client analytics needs to actively contribute to the roadmap and evolution.
SPECIFIC SKILLS REQUIRED
TECHNICAL SKILLS:
- 3-5 years of experience in a comparable quantitative modeling or analytics role.
- Securities Lending, Prime Finance, or Delta One trading experience required across either equity or fixed income products.
- Technical/programming skills; Expertise with SQL, C#, R or Python and data visualization tools such as Qlikview for full stack data analysis, insight synthesis and presentation.
- Experience with developing, testing, and implementing models with large datasets using tools like SQL, Qlikview, MATLAB is a plus.
COMPETENCIES:
- Ability to multitask and work under time pressure.
- Self-motivation and entrepreneurial disposition.
- Ability to build and sustain working relationships across internal teams & external counterparties.
- Strong verbal communication and quantitative analytical skills.
- Hands on problem solver, diligent, motivated by challenging projects.
- Collaborate closely with Traders, Structurers, and technology professionals.
Education:
- Bachelor’s / University Degree required. Master’s Degree in Business or Finance, or CFA preferred.
Job Family Group: Product Management and Development
Job Family: Trade Structuring
Time Type: Full time
Primary Location: New York New York United States
Primary Location Full Time Salary Range: $109,120.00 - $163,680.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: May 14, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
INTRODUCTION
Securities Finance encompasses the Agency Securities Lending (ASL), Directed Agent Investment Services (DAIS), and Collateral products within the Execution Services division of Investor Services. The business partners with institutional investors to enhance their portfolio returns through intrinsic value securities lending, liquidity management, and collateral optimization. Citi's key strengths include unsurpassed global branch network, robust risk management, real-time controls, product innovation, dynamic reporting, and market thought leadership. The business is seeking a securities finance quant trader to work in New York. Citi provides 24-hour trading coverage and client services through its business locations in Sydney, Hong Kong, Singapore, London, Dublin, New York, and Tampa. Citi’s strategic presence in these locations is designed to align our business with our client base and provide a platform to target new client mandates. Our traders execute transactions for leading global institutional investors including Sovereign Wealth Funds, Pension Funds, Insurance Companies, ETF Issuers, and Mutual Funds. Leveraging our market-leading combination of securities lending expertise, local branch network, and breadth and depth of supply enables us to create mutually beneficial opportunities for both lenders and borrowers alike.
Responsibilities:
- Participate in daily trading activities to maximize our clients’ portfolio performance.
- Develop and maintain relationships with borrowers to optimize securities finance opportunities.
- Identify and present trading opportunities to capitalize on special situations and latent holdings.
- Design and develop analytical applications for traders and senior management to visualize action opportunities for lending.
- Build predictive and computational pricing models (C# / Python) for price discovery using numerical, statistical and machine learning techniques.
- Facilitate research & product development for new trading markets & strategies.
- Exceed revenue, profitability, and return on capital targets through optimal execution and broadening client base.
- Interface with global business/trading, operations, technology, and client relationship teams to develop expertise of the Securities Services systems and the client analytics needs to actively contribute to the roadmap and evolution.
SPECIFIC SKILLS REQUIRED
TECHNICAL SKILLS:
- 3-5 years of experience in a comparable quantitative modeling or analytics role.
- Securities Lending, Prime Finance, or Delta One trading experience required across either equity or fixed income products.
- Technical/programming skills; Expertise with SQL, C#, R or Python and data visualization tools such as Qlikview for full stack data analysis, insight synthesis and presentation.
- Experience with developing, testing, and implementing models with large datasets using tools like SQL, Qlikview, MATLAB is a plus.
COMPETENCIES:
- Ability to multitask and work under time pressure.
- Self-motivation and entrepreneurial disposition.
- Ability to build and sustain working relationships across internal teams & external counterparties.
- Strong verbal communication and quantitative analytical skills.
- Hands on problem solver, diligent, motivated by challenging projects.
- Collaborate closely with Traders, Structurers, and technology professionals.
Education:
- Bachelor’s / University Degree required. Master’s Degree in Business or Finance, or CFA preferred.
Job Family Group: Product Management and Development
Job Family: Trade Structuring
Time Type: Full time
Primary Location: New York New York United States
Primary Location Full Time Salary Range: $109,120.00 - $163,680.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: May 14, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Get Access To All JobsTips for Finding TN Visa Sponsorship in Finance Business Partner
Match your degree to the Accountant category
TN visa approval for Finance Business Partner roles depends on framing your credentials under the Accountant category. A degree in accounting or finance works cleanly. A business or economics degree needs a transcript review showing sufficient accounting coursework before you apply.
Target employers experienced with visa sponsorship
Finance Business Partner roles sit inside corporate finance teams at mid-to-large companies. Look for employers with recent visa filings, since their HR and legal teams already understand work visa sponsorship processes and won't need educating at the offer stage. For TN visa roles specifically, these employers are more likely to be comfortable with the streamlined TN process—no government filing required, just an employer support letter and port-of-entry presentation for Canadians or consulate application for Mexicans.
Prepare a detailed offer letter before your port of entry
Canadian professionals must carry a qualifying offer letter to the U.S. port of entry. The letter needs to specify your role as Finance Business Partner, confirm the accounting or financial analysis duties, state your salary, and list your employer's full legal name and address.
Clarify your job duties upfront with the hiring manager
Finance Business Partner roles vary widely. If your position leans toward operational management rather than financial analysis and reporting, TN eligibility weakens. Confirm before accepting an offer that your written duties reflect accountant-level analytical work, not general business management.
Use Migrate Mate to find TN-ready Finance Business Partner roles
Searching broadly misses employers already open to TN sponsorship. Migrate Mate filters Finance Business Partner jobs by TN visa compatibility, so you're applying to roles where sponsorship is already on the table rather than negotiating it from scratch after an offer.
Understand the Mexican consular process timeline before negotiating start dates
Mexican citizens must attend a U.S. consular interview, which adds weeks to the process. Negotiate your start date with the employer only after you have a confirmed appointment. Your employer will prepare a support letter, which is a key document for your consulate application. Plan accordingly, as the consular interview scheduling and processing typically take several weeks.
Finance Business Partner TN Visa: Frequently Asked Questions
Does a Finance Business Partner role qualify for TN visa status?
Finance Business Partner roles qualify under the TN Accountant category if your core duties involve financial analysis, budgeting, forecasting, and reporting rather than general business management. Your job offer letter must reflect those accountant-level functions explicitly. Roles where the title is largely a rebranding of a business operations manager position face higher scrutiny at the port of entry or consulate.
How does TN visa sponsorship compare to H-1B for Finance Business Partner positions?
TN visa sponsorship for Finance Business Partner roles is faster and more predictable than H-1B visa. There is no annual lottery, no cap for Canadian citizens, and no multi-month USCIS adjudication wait. Canadian professionals can obtain TN status at the U.S. border on their start date. H-1B visa requires a lottery selection in April and a six-month wait before the October 1 start date.
What documents does my employer need to provide for my TN application?
Your employer needs to provide a signed support letter on company letterhead that specifies your job title, confirms your duties qualify under the Accountant category, states your full-time or part-time status, and includes your employer's legal name and address. For Mexican citizens, this support letter is presented at a U.S. consulate during the visa application process. For Canadians, the support letter is presented directly at the U.S. border or port of entry. No USCIS petition is required for either nationality.
Where can I find Finance Business Partner jobs with TN visa sponsorship?
Migrate Mate is built specifically for Canadian and Mexican professionals searching for TN-eligible roles. Rather than filtering through general job boards where sponsorship status is unclear, Migrate Mate surfaces Finance Business Partner positions where employers are already open to TN sponsorship, saving you the step of negotiating visa support after an offer is extended.
Can I switch employers on a TN visa if I get a better Finance Business Partner offer?
Yes, but TN status is employer-specific. You cannot simply transfer it to a new employer. Canadian citizens can present a new offer letter at a U.S. port of entry and obtain TN status for the new role the same day. Mexican citizens need to schedule a new consular appointment. Plan your transition carefully to avoid any gap in authorized work status between employers.