TN Visa Investment Associate Jobs
Investment Associate roles qualify for TN visa sponsorship under the Economist category for Canadian and Mexican professionals with a degree in economics, finance, or a related field. Unlike H-1B visa, there's no lottery for Canadians, and Mexican nationals have a capped annual allocation under USMCA.
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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 Associate Jobs
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Get Access To All JobsTips for Finding TN Visa Sponsorship as an Investment Associate
Align your degree to the Economist category
TN visa status for Investment Associates hinges on fitting the Economist category, which requires a degree in economics, finance, or a closely related field. A degree in business administration alone may not satisfy CBP officers, so verify your transcript language before applying.
Target firms with recent visa filing experience
Private equity shops, asset managers, and investment banks with recent visa filings demonstrate experience with work visa sponsorship processes and are typically prepared to move quickly through hiring. Ask HR directly whether they've sponsored professionals in similar analyst or associate roles—for Canadians, employers can prepare support letters for TN presentation at the U.S. port of entry, while for Mexicans, employers coordinate with U.S. consulates for TN visa applications.
Search TN-sponsored Investment Associate roles on Migrate Mate
Use Migrate Mate to filter Investment Associate openings by employers with recent visa filings, so you're not cold-applying to firms that lack experience with work visa sponsorship and may decline at the offer stage.
Prepare a detailed offer letter before your border entry
Canadian professionals can obtain TN status directly at a U.S. port of entry, but CBP will scrutinize the offer letter. It must specify your job title, duties tied to economic analysis or investment research, your degree, and the employment period.
Negotiate TN filing before accepting a competing offer
If you're weighing multiple offers, confirm each employer's willingness to file before you accept. Some firms route TN petitions through outside counsel, which adds weeks to your start date. Get a written timeline from HR before committing.
Understand the Mexican TN cap before your timeline
Mexican nationals face an annual allocation of 5,500 TN visas. If you're approaching the end of a U.S. fiscal year, file as early as possible. USCIS processes Mexican TN petitions via Form I-129, unlike the port-of-entry route available to Canadians.
Investment Associate TN Visa: Frequently Asked Questions
Does an Investment Associate role qualify for TN visa status?
Yes, but the fit depends on how your duties are framed. CBP classifies Investment Associates under the Economist TN category, which covers economic analysis, financial modeling, and investment research. If your role is primarily sales, client relations, or trade execution without an economics-analytical core, CBP may challenge the classification. Your offer letter must clearly tie your duties to economic analysis.
How does TN visa sponsorship compare to H-1B for Investment Associate roles?
TN has no lottery, no annual cap for Canadians, and can be obtained at a port of entry in a single day. H-1B requires employer sponsorship months in advance, a lottery selection, and a wait until October 1 to start work. For Canadian and Mexican Investment Associates who qualify under the Economist category, TN is faster and more predictable than the H-1B route.
Where can I find Investment Associate jobs that offer TN visa sponsorship?
Migrate Mate filters Investment Associate roles by employers with recent visa filings, so you can focus your search on firms already experienced with sponsoring international talent. Most general job boards don't surface visa sponsorship data at the employer level, which makes it difficult to screen for employers with established sponsorship practices before applying.
Can I switch Investment Associate employers on TN status without losing authorization?
You can change employers, but your TN status is employer-specific. Canadians need a new port-of-entry approval or a new I-129 petition before starting with the new firm. Mexican nationals must file a new I-129 with USCIS. You're not authorized to work for the new employer until CBP or USCIS approves the new petition, so plan your transition accordingly.
What documents does my employer need to file TN sponsorship for an Investment Associate?
Your employer needs to provide a detailed offer letter specifying your title, duties, degree requirement, and duration of employment. For Mexican nationals, the employer files Form I-129 with USCIS. For Canadians applying at the border, no employer petition is required in advance, but the offer letter must be thorough enough to satisfy the CBP officer at the port of entry.