TN Visa Investment Jobs
Investment roles qualify for TN visa sponsorship under the USMCA economist category, covering positions in portfolio management, financial analysis, and securities research. Canadian professionals enter without a cap or lottery. Mexican nationals have a limited allocation. Your employer must document that the role requires specialized economic or financial expertise.
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Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships.
Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization.
Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’
JOB DESCRIPTION
Director Investment Controllership - Derivatives
Controllers Organization of Corporate Finance
Full-Time/Boston, Massachusetts or New York, NY
THE OPPORTUNITY
As a Director in the Controllers Organization of Corporate Finance, you will serve as a key representative of the Investment Controllership. We are forward-thinking and seek others who will leverage their curiosity, take initiatives, make long-term impact, and drive short-term results. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As a Director, you will work alongside a diverse team of highly motivated professionals focused on proactively driving the development and execution of process improvement, meaningful analysis and control execution for investment accounting activities.
THE TEAM
The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success.
We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization.
THE IMPACT:
As an investment accounting director, you will lead the investment accounting and controllership for derivatives across our various insurance and non-insurance entities, which entails ensuring the accuracy of the investment results across various derivative strategies on a GAAP and statutory basis. This position will also support continued process enhancements related to achieving an accelerated close that produces timely, accurate, and complete investment accounting results in an efficient manner. All candidates must, in addition to possessing the specific qualifications cited below, work efficiently within a complex, fast-paced, and evolving environment, and demonstrate strong organizational and interpersonal skills.
- Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow
- Play a key role in leading a collaborative and inclusive culture by working closely with Investment Management Operations, Investment Managers, and other Controllers teams
- Manage the monthly reconciliations between the ledger and investment systems for derivatives ensuring the accuracy of the financial statement results as it relates to derivatives
- Oversee the preparation of monthly analytics report and present findings to various stakeholders on a monthly basis
- Responsible for review of footnotes and NAIC Schedule DB to ensure accuracy and timely completion
- Lead and execute process re-design efforts for derivatives in response to expanding investment strategies and enhance analytics supporting quarterly derivative results
- Support the Investment Office in implementing new hedging strategies and evolving accounting standards. Collaborate with Accounting Policy to ensure that transactions are appropriately reflected in accordance with the applicable GAAP and statutory accounting frameworks
- Partner with the Investment Middle Office to design operational processes within the subledger that support the derivatives accounting and controllership activities
- Execute and oversee processes and controls that support derivative accounting and controllership
- Serve as a point of contact for external auditors on all derivative-related matters
- Perform control functions in compliance with NAIC Model Audit Rule and the Company’s internal control structure
- Perform frequent ad hoc analysis and assist with special projects, as requested
THE MINIMUM QUALIFICATIONS:
Bachelor’s degree
8+ years of progressive experience in Investment Accounting and/or Investment Operations including derivative investments, with a foundational understanding of the upstream processes and impacts to downstream accounting and controllership
3+ years of experience in insurance company Investment GAAP combined with Statutory accounting including Schedule DB
2+ years of experience as a people leader, responsible for managing direct reports OR 5+ years demonstrating informal leadership by guiding, coaching, and supporting colleagues in their day-to-day work
THE IDEAL QUALIFICATIONS:
Proactive, results-oriented, detail-focused, and deadline-driven, with the ability to work effectively in a team with limited direct supervision
Strong analytical, written, and verbal communication skills
Ability to work well in a dynamic and agile environment while leading the team in execution of various priorities and deliverables
Comfortable operating at both a strategic and hands-on level in an evolving environment
Experience with different investment types and structures
Experience with system conversion or subledger implementation
Able to build and maintain strong working relationships across cross-functional groups
CPA, CFA, CMA, or equivalent designations
Experience with Aladdin platform and SQL is a plus
WHAT TO EXPECT AS PART OF MASSMUTUAL AND THE TEAM
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
- Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
- A collaborative environment where perspectives are welcomed
- Access to learning, development, and internal networks that support continuous growth and skill-building over time
- Employee-led communities and forums that foster connection, learning, and inclusion across the organization
- A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset
SALARY RANGE
Salary Range: $137,800-$180,800
AWARD-WINNING CULTURE
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure — it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.
We strive to build a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
HOW WE WORK
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
BENEFITS FOR THE WHOLE YOU (AND YOUR LOVED ONES)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below.
PAID TIME OFF
In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to care for yourself or someone you love—whether for physical illness or mental health.
HEALTH & WELL-BEING
In addition to top-line medical and dental coverage, personalized mental health solutions, on-site and virtual health coaching, and much more, MassMutual reimburses employees up to $1,250 per year for eligible expenses supporting mental, physical, and financial well-being.
FINANCIAL WELL-BEING
In addition to competitive salaries and bonuses, educational assistance programs, and much more, MassMutual offers up to a 10% total 401(k) benefit, consisting of a 5% company match and a 5% annual contribution.
TAKING CARE
MassMutual offers generous maternity and parental leaves, as well as bereavement leave to mourn the loss of a loved one (and the employee defines 'loved one'). In addition, we offer up to 320 hours of caregiver leave to help employees support loved ones in times of need.
GIVING BACK
MassMutual offers three paid days for employees to volunteer with eligible nonprofits of their choice, and the MassMutual Foundation matches employee donation dollars to eligible nonprofit organizations up to $5,000 annually.
COMMUTER BENEFITS
MassMutual offers a Qualified Commuter Program through which eligible employees can pay qualified workplace commuting expenses with before-tax dollars, as well as a commuter wallet option for employees based at Boston and NYC campuses.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Overview
Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships.
Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization.
Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’
JOB DESCRIPTION
Director Investment Controllership - Derivatives
Controllers Organization of Corporate Finance
Full-Time/Boston, Massachusetts or New York, NY
THE OPPORTUNITY
As a Director in the Controllers Organization of Corporate Finance, you will serve as a key representative of the Investment Controllership. We are forward-thinking and seek others who will leverage their curiosity, take initiatives, make long-term impact, and drive short-term results. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As a Director, you will work alongside a diverse team of highly motivated professionals focused on proactively driving the development and execution of process improvement, meaningful analysis and control execution for investment accounting activities.
THE TEAM
The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success.
We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization.
THE IMPACT:
As an investment accounting director, you will lead the investment accounting and controllership for derivatives across our various insurance and non-insurance entities, which entails ensuring the accuracy of the investment results across various derivative strategies on a GAAP and statutory basis. This position will also support continued process enhancements related to achieving an accelerated close that produces timely, accurate, and complete investment accounting results in an efficient manner. All candidates must, in addition to possessing the specific qualifications cited below, work efficiently within a complex, fast-paced, and evolving environment, and demonstrate strong organizational and interpersonal skills.
- Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow
- Play a key role in leading a collaborative and inclusive culture by working closely with Investment Management Operations, Investment Managers, and other Controllers teams
- Manage the monthly reconciliations between the ledger and investment systems for derivatives ensuring the accuracy of the financial statement results as it relates to derivatives
- Oversee the preparation of monthly analytics report and present findings to various stakeholders on a monthly basis
- Responsible for review of footnotes and NAIC Schedule DB to ensure accuracy and timely completion
- Lead and execute process re-design efforts for derivatives in response to expanding investment strategies and enhance analytics supporting quarterly derivative results
- Support the Investment Office in implementing new hedging strategies and evolving accounting standards. Collaborate with Accounting Policy to ensure that transactions are appropriately reflected in accordance with the applicable GAAP and statutory accounting frameworks
- Partner with the Investment Middle Office to design operational processes within the subledger that support the derivatives accounting and controllership activities
- Execute and oversee processes and controls that support derivative accounting and controllership
- Serve as a point of contact for external auditors on all derivative-related matters
- Perform control functions in compliance with NAIC Model Audit Rule and the Company’s internal control structure
- Perform frequent ad hoc analysis and assist with special projects, as requested
THE MINIMUM QUALIFICATIONS:
Bachelor’s degree
8+ years of progressive experience in Investment Accounting and/or Investment Operations including derivative investments, with a foundational understanding of the upstream processes and impacts to downstream accounting and controllership
3+ years of experience in insurance company Investment GAAP combined with Statutory accounting including Schedule DB
2+ years of experience as a people leader, responsible for managing direct reports OR 5+ years demonstrating informal leadership by guiding, coaching, and supporting colleagues in their day-to-day work
THE IDEAL QUALIFICATIONS:
Proactive, results-oriented, detail-focused, and deadline-driven, with the ability to work effectively in a team with limited direct supervision
Strong analytical, written, and verbal communication skills
Ability to work well in a dynamic and agile environment while leading the team in execution of various priorities and deliverables
Comfortable operating at both a strategic and hands-on level in an evolving environment
Experience with different investment types and structures
Experience with system conversion or subledger implementation
Able to build and maintain strong working relationships across cross-functional groups
CPA, CFA, CMA, or equivalent designations
Experience with Aladdin platform and SQL is a plus
WHAT TO EXPECT AS PART OF MASSMUTUAL AND THE TEAM
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
- Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
- A collaborative environment where perspectives are welcomed
- Access to learning, development, and internal networks that support continuous growth and skill-building over time
- Employee-led communities and forums that foster connection, learning, and inclusion across the organization
- A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset
SALARY RANGE
Salary Range: $137,800-$180,800
AWARD-WINNING CULTURE
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure — it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.
We strive to build a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
HOW WE WORK
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
BENEFITS FOR THE WHOLE YOU (AND YOUR LOVED ONES)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below.
PAID TIME OFF
In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to care for yourself or someone you love—whether for physical illness or mental health.
HEALTH & WELL-BEING
In addition to top-line medical and dental coverage, personalized mental health solutions, on-site and virtual health coaching, and much more, MassMutual reimburses employees up to $1,250 per year for eligible expenses supporting mental, physical, and financial well-being.
FINANCIAL WELL-BEING
In addition to competitive salaries and bonuses, educational assistance programs, and much more, MassMutual offers up to a 10% total 401(k) benefit, consisting of a 5% company match and a 5% annual contribution.
TAKING CARE
MassMutual offers generous maternity and parental leaves, as well as bereavement leave to mourn the loss of a loved one (and the employee defines 'loved one'). In addition, we offer up to 320 hours of caregiver leave to help employees support loved ones in times of need.
GIVING BACK
MassMutual offers three paid days for employees to volunteer with eligible nonprofits of their choice, and the MassMutual Foundation matches employee donation dollars to eligible nonprofit organizations up to $5,000 annually.
COMMUTER BENEFITS
MassMutual offers a Qualified Commuter Program through which eligible employees can pay qualified workplace commuting expenses with before-tax dollars, as well as a commuter wallet option for employees based at Boston and NYC campuses.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
See all 110+ TN Visa Investment Jobs
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Get Access To All JobsTips for Finding TN Visa Sponsorship in Investment
Map your credentials to USMCA categories
The TN visa economist category covers investment roles requiring a degree in economics, finance, or a related field. A general business degree without quantitative coursework may not satisfy adjudicators, so gather transcripts that show relevant specialization before applying.
Target employers with cross-border investment operations
Firms managing Canadian, Mexican, or U.S. cross-border portfolios already understand USMCA work authorization. Asset managers, pension funds, and international banks are more likely to have HR teams familiar with TN sponsorship than domestic-only investment boutiques.
Search TN-eligible roles at visa-sponsoring employers
Filter for investment roles at employers with recent visa filings using Migrate Mate. The platform surfaces employers experienced with visa sponsorship, so you avoid applying to roles where sponsorship may be theoretically possible but practically unlikely. For Canadians, this means finding employers likely to prepare a support letter for your port of entry presentation. For Mexicans, it means identifying companies familiar with the consulate application process.
Get your support letter to match the job duties exactly
Your employer's TN support letter must describe duties that read as economic or financial analysis, not sales or general management. If the offer letter uses broad language, ask HR to issue a separate duty description aligned to USCIS adjudicator expectations before you cross the border.
Understand the Mexican TN annual cap before you accept
Mexican nationals face a 5,500 annual TN allocation across all qualifying categories. If you're filing late in the fiscal year, confirm cap availability with your employer before resigning your current position or committing to a U.S. start date.
Prepare for CBP questions on investment deal flow
At the port of entry, Canadian professionals answer questions directly without prior USCIS approval. Officers may ask about assets under management, client types, or reporting structures. Bring an organizational chart and a one-page role summary alongside your support letter and credentials.
Investment TN Visa: Frequently Asked Questions
Which TN category covers investment professionals?
Investment roles are most commonly filed under the economist TN category, which requires a degree in economics, finance, or a closely related quantitative discipline. Portfolio managers, securities analysts, and asset management associates typically qualify when their duties center on economic or financial analysis rather than sales or client relationship management.
How does TN compare to H-1B for investment roles?
TN is faster and more predictable for investment roles than H-1B visa. There's no lottery, no annual cap for Canadians, and Canadians can receive approval at the port of entry the same day they present documentation. H-1B requires USCIS petition approval, premium processing fees, and lottery selection. The tradeoff is that TN does not support dual intent, meaning you can't use it as a direct pathway to a green card.
Can I search for investment jobs that already support TN visa sponsorship?
Yes. Migrate Mate lets you filter investment roles by TN visa sponsorship so you can focus on employers who already understand the authorization requirements. This avoids the common situation where a firm expresses interest but then declines to file because their legal team is unfamiliar with the USMCA professional categories.
Does my Mexican TN visa for an investment role require advance USCIS filing?
Mexican nationals cannot request TN status at the port of entry the way Canadians can. You must file a petition with USCIS and receive approval before traveling to work in the United States. This adds processing time, so confirm your employer is prepared to file and fund the petition well ahead of your intended start date.
What documents does my employer need to prepare for a TN investment role?
Your employer must provide a support letter describing your specific investment duties, your title, the anticipated duration of employment, and a statement that you meet the educational requirements for the economist or financial professional category. You'll also need your degree credential and, for Mexicans, completed USCIS petition forms. CBP officers review all of this at the border or USCIS reviews it during petition adjudication.