TN Visa Investment Analyst Jobs
Investment Analyst roles qualify for TN visa sponsorship under the USMCA's Economist category, covering financial analysis, portfolio research, and market valuation work. Canadian citizens can apply at the port of entry with no cap or lottery. Mexican citizens require a consular visa appointment. Your employer must provide a support letter confirming the role meets TN criteria.
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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 Analyst Jobs
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Get Access To All JobsTips for Finding TN Visa Sponsorship as an Investment Analyst
Align your credentials to TN Economist criteria
The TN visa Economist category requires a degree in economics, finance, or a directly related field. Pull your transcripts early and confirm your credential maps to the role description your employer will use in their support letter.
Target employers with established TN filing experience
Asset managers, investment banks, and corporate treasury departments regularly sponsor TN visas for analysts. Prioritize firms with in-house legal or HR teams already familiar with TN documentation requirements for financial roles.
Request a role description matching TN-eligible economist requirements
Your offer letter and employer support letter must describe duties using language consistent with TN visa requirements for the Investment Analyst occupation. Generic 'financial analyst' job titles without investment research or economic analysis framing can trigger CBP scrutiny at the port of entry.
Prepare for Canadian port-of-entry filing with complete documentation
Canadian citizens file TN status directly at a port of entry or preclearance site. Bring your offer letter, credentials, and any supporting evidence of your economic analysis duties. Incomplete packets are the leading cause of same-day denials.
Use Migrate Mate to find Investment Analyst roles with active TN sponsorship
Search Migrate Mate to surface Investment Analyst positions where employers are already set up to support TN applications. Filtering by sponsorship history saves time you'd otherwise spend cold-approaching firms unfamiliar with the process.
Understand the Mexican TN allocation before accepting a timeline
Mexican citizens are subject to a 5,500 annual TN cap and must apply at a U.S. consulate rather than a port of entry. Confirm your employer's support letter and your consular appointment timing align before you give notice at your current job.
Investment Analyst TN Visa: Frequently Asked Questions
Does the Investment Analyst job title qualify for a TN visa?
Not automatically. TN approval depends on the role's duties, not just the title. Investment Analyst positions qualify under the TN Economist category when the work centers on economic and financial analysis, market research, or portfolio modeling. Roles focused primarily on sales, client management, or execution without a substantive analytical component may not meet CBP's standard.
How does the TN visa compare to H-1B for Investment Analyst roles?
The TN has no lottery, no annual cap for Canadians, and can be approved at the port of entry the same day you present. H-1B visa requires an employer-sponsored petition, a lottery entry in spring, and at minimum several months of processing time. For Investment Analyst roles where the duties clearly fit the Economist category, TN is faster and more predictable than H-1B for most Canadian applicants.
What documents does my employer need to provide for my TN application?
Your employer must provide a detailed support letter on company letterhead stating your job title, a description of your duties, your qualifications, the duration of employment, and confirmation that the role qualifies under the TN Economist category. The letter should reference your degree in economics or finance. You carry this letter to your port-of-entry appointment or consular interview alongside your credential documents.
Where can I find Investment Analyst jobs that already support TN visa applications?
Migrate Mate lets you filter Investment Analyst openings specifically by TN visa sponsorship, so you're only reviewing employers who are prepared to support the application process. That means less time educating hiring teams about TN requirements and more time focusing on roles where the pathway is already understood.
Can I switch Investment Analyst employers while on TN status?
Yes, but you cannot start working for the new employer until your new TN status is approved. Unlike some visa categories, TN does not carry portability rights. Canadian citizens can file a new TN at a port of entry before starting, while Mexican citizens must obtain a new TN visa at a consulate. Plan for a gap in authorization if your start date is firm.