TN Visa Investment Banker Jobs
Investment Banker roles qualify for TN visa sponsorship under the USMCA's Economist and Financial Analyst categories, giving Canadian and Mexican professionals a cap-free path into U.S. bulge-bracket, middle-market, and boutique firms. No lottery, no annual wait. Your degree and a qualifying job offer are what move the process forward.
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Job Req Id:
26947702
Location(s):
New York, New York, United States
Job Type:
On-Site/Resident
Posted:
Mar. 31, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Responsibilities:
- Leverage past investment banking or related experience to enhance Mergers and Acquisitions (M&A) execution and capital raising capabilities and contribute to building Citi's franchise
- Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals
- Ensure that proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards
- Anticipate future changes in the marketplace
- Identify and anticipate all types of risks (e.g. industry, portfolio, diversification, sovereign, commercial, currency, etc.)
- Serve as a mentor to junior Bankers, execute staffing models that support business needs and career trajectories for junior staff
- Build client relationships by providing sophisticated financial solutions tailored to the clients’ needs and acting as a content provider on market trends
- Serve as the expert on regulatory, financial and complex strategic issues relating to corporate finance transactions
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Recommended Qualifications:
- 15+ years of relevant experience
- Experience in people management
- Bachelor’s degree in Finance or closely related areas of Business Administration preferred
- Master's degree in Business Administration preferred
- Experience working in an investment banking institution(s)
- Consistently demonstrates clear and concise written and verbal communication
- Demonstrated ability to remain unbiased in a diverse working environment
- Series 79 and 63 licenses
Education:
- Bachelor’s degree/University degree or equivalent experience
- Master’s degree preferred
Job Family Group:
Institutional Banking
Job Family:
Investment Banking
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$200,000.00 - $300,000.00
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:
Jun 06, 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.

Job Req Id:
26947702
Location(s):
New York, New York, United States
Job Type:
On-Site/Resident
Posted:
Mar. 31, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Responsibilities:
- Leverage past investment banking or related experience to enhance Mergers and Acquisitions (M&A) execution and capital raising capabilities and contribute to building Citi's franchise
- Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals
- Ensure that proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards
- Anticipate future changes in the marketplace
- Identify and anticipate all types of risks (e.g. industry, portfolio, diversification, sovereign, commercial, currency, etc.)
- Serve as a mentor to junior Bankers, execute staffing models that support business needs and career trajectories for junior staff
- Build client relationships by providing sophisticated financial solutions tailored to the clients’ needs and acting as a content provider on market trends
- Serve as the expert on regulatory, financial and complex strategic issues relating to corporate finance transactions
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Recommended Qualifications:
- 15+ years of relevant experience
- Experience in people management
- Bachelor’s degree in Finance or closely related areas of Business Administration preferred
- Master's degree in Business Administration preferred
- Experience working in an investment banking institution(s)
- Consistently demonstrates clear and concise written and verbal communication
- Demonstrated ability to remain unbiased in a diverse working environment
- Series 79 and 63 licenses
Education:
- Bachelor’s degree/University degree or equivalent experience
- Master’s degree preferred
Job Family Group:
Institutional Banking
Job Family:
Investment Banking
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$200,000.00 - $300,000.00
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:
Jun 06, 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.
See all 201+ Investment Banker jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Banker roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as an Investment Banker
Align your credentials to qualifying TN categories
Investment Banker isn't a listed TN occupation by name. You'll need your role framed under Economist or Financial Analyst. Confirm your degree field matches the category your employer will use before negotiating an offer.
Target banks with established cross-border hiring
Firms that regularly hire from Canadian or Mexican universities already understand TN documentation requirements. Ask during interviews whether their legal or HR team has processed TN petitions before, not after you receive an offer.
Get your degree equivalency documented early
Mexican professionals with a Licenciatura in Economics or Finance should obtain a credential evaluation confirming U.S. equivalency. CBP officers at the port of entry can deny entry if supporting documents don't clearly establish the degree-to-role connection.
Use Migrate Mate to find sponsoring employers
Search Migrate Mate to identify Investment Banker roles where employers are actively open to TN visa candidates. Filtering by sponsorship intent cuts the time you spend screening firms that won't engage international candidates.
Negotiate the support letter into your offer process
Your employer's TN support letter must describe your specific duties, the qualifying occupation category, your degree, and your intended duration of stay. Vague letters get challenged at the border or by USCIS. Request a draft before your start date is set.
Understand Canadian and Mexican filing differences
Canadians can complete TN admission at the port of entry the same day. Mexican nationals must apply through a U.S. consulate and wait for visa issuance. Plan your start date around consular appointment availability, not just your offer letter date.
Investment Banker jobs are hiring across the US. Find yours.
Find Investment Banker JobsInvestment Banker TN Visa: Frequently Asked Questions
Does Investment Banker qualify as a TN visa occupation?
Investment Banker isn't listed by that exact title in the USMCA's TN occupation schedule. Most candidates qualify under the Economist or Financial Analyst categories instead. Your employer's support letter must map your actual duties to one of those listed occupations, and your degree needs to correspond directly to that category for CBP or USCIS to approve the petition.
How does TN compare to H-1B for Investment Banker roles?
TN has no annual lottery and no cap for Canadians, so you aren't subject to the H-1B's random selection process. Canadians can be admitted at a port of entry the same day with qualifying documents, while H-1B petitions require months of USCIS processing. The tradeoff is that TN is nonimmigrant by design and doesn't support dual intent the way H-1B does.
Where can I find Investment Banker jobs that offer TN visa sponsorship?
Migrate Mate is built specifically for this search. You can filter roles by visa sponsorship type, including TN, so you're only reviewing employers who have indicated openness to sponsoring international candidates. That's faster than screening general job postings where sponsorship status is buried or absent entirely.
What documents does my employer need to prepare for my TN application?
Your employer must provide a detailed support letter confirming your job title, a description of duties that maps to a qualifying TN occupation, your anticipated compensation, and the intended period of employment. Canadians present this at the border alongside your degree transcripts and credentials. Mexican nationals submit it as part of the consular visa application package.
Can I switch Investment Banker employers while on TN status?
Yes, but your TN authorization is tied to a specific employer. You can't start with a new firm until a new TN is approved. Canadians can get a new TN processed at the border with the new employer's documentation. Mexican nationals need a new consular appointment. Plan any job change timeline around this gap so you don't work without valid authorization.
See which Investment Banker employers are hiring and sponsoring visas right now.
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