TN Visa Private Equity Jobs
Private equity roles in the U.S. can qualify for TN visa sponsorship under the Economist category if your work centers on economic and financial analysis. Canadian citizens can apply at the border with no cap; Mexican citizens go through a U.S. consulate under the annual TN allocation.
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Get Access To All JobsHealth and Benefits – Assistant Vice President / Senior Consultant
Private Equity Mid-Market Focus – Financial Manager or Actuary
Location: Denver, Chicago, St. Louis, Dallas, Omaha, or Salt Lake City
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive and diverse team, and we are passionate about helping our colleagues and clients succeed.
What the Day Will Look Like
- Lead actuarial and financial work on client teams for primarily private equity and mid-market clients.
- Provide technical coaching, guidance, and quality review for other team members, including final sign-off on results and deliverables.
- Demonstrate strong business judgment by anticipating client and project needs, identifying issues early, and developing practical, innovative solutions.
- Deliver strategy and actuarial consulting that may include:
- Benefit strategy and goal setting
- Benchmarking and plan design
- Pricing strategy and budget setting
- Carrier bid, evaluation, and selection projects
- Explain financial methodologies, assumptions, and results to clients in a clear and compelling way, including discussion of potential alternatives and recommendations.
- Prepare regular (monthly or quarterly) financial reporting packages for clients using and enhancing existing templates.
- Lead and execute ad hoc analyses and projects (e.g., ROI analysis, self-funded versus fully insured funding evaluations, and other financial decision support).
How This Role Is Different
As part of an industry-leading Health & Benefits team, you will help empower results for our clients by delivering innovative and effective actuarial and financial solutions. This role will serve as the lead financial manager or actuary on assigned private equity and mid-market clients, with a particular emphasis on:
- Supporting private equity sponsors and portfolio companies with health and benefits strategy and financial management.
- Bringing a private equity–oriented perspective to plan design, cost management, and integration across multiple entities.
- Influencing client decision-making through data-driven insights and clear communication of financial impacts.
Skills and Experience That Will Lead to Success
- 6–12 years of health care industry experience (carrier and/or consulting environment).
- Demonstrated project management experience, including leading multi-stakeholder projects and managing timelines, deliverables, and resources.
- Bachelor’s degree or equivalent combination of education and relevant industry experience.
- Strong proficiency in self-insured and fully insured funding arrangements, including financial modeling and funding strategy.
- Proven ability to manage multiple clients and projects simultaneously while maintaining high-quality standards.
- Strong analytical, problem-solving, and critical-thinking skills.
- Excellent written and verbal communication skills, including the ability to present complex financial information to non-technical audiences.
- Collaborative working style with the ability to lead, mentor, and develop junior colleagues.
- Data Analytics, Consulting, Actuarial Science, People Management, Project Management
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Pay Transparency Laws:
The salary range for this position (intended for U.S. applicants) is $110,000-$150,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.
This position is eligible to participate in one of Aon’s annual incentive plans to receive [an annual discretionary bonus] in addition to base salary. The amount of any [bonus] varies and is subject to the terms and conditions of the applicable incentive plan.
A summary of all the benefits offered for this position:
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to:
- a 401(k) savings plan with employer contributions
- an employee stock purchase plan
- consideration for long-term incentive awards at Aon’s discretion
- medical, dental and vision insurance
- various types of leaves of absence
- paid time off, including 12 paid holidays throughout the calendar year
- 15 days of paid vacation per year
- paid sick leave as provided under state and local paid sick leave laws
- short-term disability and optional long-term disability
- health savings account
- health care and dependent care reimbursement accounts
- employee and dependent life insurance and supplemental life and AD&D insurance
- optional personal insurance policies
- adoption assistance
- tuition assistance
- commuter benefits
- an employee assistance program that includes free counseling sessions.
Eligibility for benefits is governed by the applicable plan documents and policies.
LI-KT1
LI-HYBRID
Health and Benefits – Assistant Vice President / Senior Consultant
Private Equity Mid-Market Focus – Financial Manager or Actuary
Location: Denver, Chicago, St. Louis, Dallas, Omaha, or Salt Lake City
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive and diverse team, and we are passionate about helping our colleagues and clients succeed.
What the Day Will Look Like
- Lead actuarial and financial work on client teams for primarily private equity and mid-market clients.
- Provide technical coaching, guidance, and quality review for other team members, including final sign-off on results and deliverables.
- Demonstrate strong business judgment by anticipating client and project needs, identifying issues early, and developing practical, innovative solutions.
- Deliver strategy and actuarial consulting that may include:
- Benefit strategy and goal setting
- Benchmarking and plan design
- Pricing strategy and budget setting
- Carrier bid, evaluation, and selection projects
- Explain financial methodologies, assumptions, and results to clients in a clear and compelling way, including discussion of potential alternatives and recommendations.
- Prepare regular (monthly or quarterly) financial reporting packages for clients using and enhancing existing templates.
- Lead and execute ad hoc analyses and projects (e.g., ROI analysis, self-funded versus fully insured funding evaluations, and other financial decision support).
How This Role Is Different
As part of an industry-leading Health & Benefits team, you will help empower results for our clients by delivering innovative and effective actuarial and financial solutions. This role will serve as the lead financial manager or actuary on assigned private equity and mid-market clients, with a particular emphasis on:
- Supporting private equity sponsors and portfolio companies with health and benefits strategy and financial management.
- Bringing a private equity–oriented perspective to plan design, cost management, and integration across multiple entities.
- Influencing client decision-making through data-driven insights and clear communication of financial impacts.
Skills and Experience That Will Lead to Success
- 6–12 years of health care industry experience (carrier and/or consulting environment).
- Demonstrated project management experience, including leading multi-stakeholder projects and managing timelines, deliverables, and resources.
- Bachelor’s degree or equivalent combination of education and relevant industry experience.
- Strong proficiency in self-insured and fully insured funding arrangements, including financial modeling and funding strategy.
- Proven ability to manage multiple clients and projects simultaneously while maintaining high-quality standards.
- Strong analytical, problem-solving, and critical-thinking skills.
- Excellent written and verbal communication skills, including the ability to present complex financial information to non-technical audiences.
- Collaborative working style with the ability to lead, mentor, and develop junior colleagues.
- Data Analytics, Consulting, Actuarial Science, People Management, Project Management
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Pay Transparency Laws:
The salary range for this position (intended for U.S. applicants) is $110,000-$150,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.
This position is eligible to participate in one of Aon’s annual incentive plans to receive [an annual discretionary bonus] in addition to base salary. The amount of any [bonus] varies and is subject to the terms and conditions of the applicable incentive plan.
A summary of all the benefits offered for this position:
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to:
- a 401(k) savings plan with employer contributions
- an employee stock purchase plan
- consideration for long-term incentive awards at Aon’s discretion
- medical, dental and vision insurance
- various types of leaves of absence
- paid time off, including 12 paid holidays throughout the calendar year
- 15 days of paid vacation per year
- paid sick leave as provided under state and local paid sick leave laws
- short-term disability and optional long-term disability
- health savings account
- health care and dependent care reimbursement accounts
- employee and dependent life insurance and supplemental life and AD&D insurance
- optional personal insurance policies
- adoption assistance
- tuition assistance
- commuter benefits
- an employee assistance program that includes free counseling sessions.
Eligibility for benefits is governed by the applicable plan documents and policies.
LI-KT1
LI-HYBRID
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Get Access To All JobsTips for Finding TN Visa Sponsorship in Private Equity
Align your credentials to the Economist category
TN visa eligibility for private equity roles depends on fitting the Economist classification. A degree in economics, finance, or a related quantitative field strengthens your case. A pure MBA without an underlying economics degree creates risk at the port of entry.
Document your analytical work scope precisely
Officers scrutinize private equity job descriptions carefully. Your employer's support letter must show your duties center on economic or financial analysis, not deal execution, fundraising, or general management. A role heavy on client relationship management rarely clears TN review.
Target firms with established cross-border hiring history
Private equity firms experienced with visa sponsorship understand the TN process and can prepare a support letter efficiently for qualified candidates. Look for employers with recent work visa filings to identify firms familiar with sponsoring international talent in analyst and economist-focused roles.
Use Migrate Mate to find firms actively offering sponsorship
Migrate Mate surfaces private equity employers with active TN visa sponsorship history, so you skip firms that don't have a track record. Run your search filtered to Economist-category roles before you start applying.
Negotiate employer letter specifics before your border appointment
Canadian citizens apply for TN status directly at a port of entry, which means your employer's support letter is your only document reviewed on the spot. Confirm it specifies your exact title, economic analysis duties, degree requirement, and intended duration before you travel.
Understand Mexican applicants face a consular timeline
Mexican citizens must schedule a consulate interview rather than using port-of-entry processing. Build at least four to eight weeks into your start date timeline and confirm your employer can hold the offer while your consular appointment processes through the annual TN allocation.
Private Equity TN Visa: Frequently Asked Questions
Do private equity jobs qualify for TN visa sponsorship?
Private equity roles can qualify under the TN Economist category, but only if your core duties involve economic or financial analysis. Roles focused primarily on deal sourcing, investor relations, or portfolio operations rather than analytical work face higher scrutiny at the border or consulate and may not qualify without a carefully written employer support letter.
How does TN compare to H-1B for private equity professionals?
TN has no lottery and no annual cap for Canadian citizens, so you can start working as soon as your status is approved at the port of entry. H-1B visa requires winning a lottery with roughly a one-in-four chance before any petition is filed. For Canadian private equity professionals whose role fits the Economist category, TN is faster and more predictable than H-1B.
How do I find private equity employers that will sponsor a TN visa?
Migrate Mate is built specifically to connect Canadian and Mexican professionals with U.S. employers who have a track record of TN visa sponsorship. Searching there filters out firms that have no history of sponsoring international professionals, which saves time early in your job search and increases your odds of a smooth offer and filing process.
What happens if my private equity job title does not say Economist?
Your job title does not need to be Economist, but your duties must match the classification. Titles like Financial Analyst, Investment Analyst, or Economic Consultant have cleared TN review when the employer letter thoroughly documents economic analysis as the primary function. A title like Vice President or Associate can still qualify if the duty description is precise and degree-aligned.
Can I switch private equity employers while on TN status?
Yes, but you cannot start working for the new employer until new TN status is obtained. Canadian citizens can get a new TN approved at a port of entry the same day they present the new employer's support letter. Mexican citizens need a new consulate appointment. There is no grace period that authorizes work for the new firm while the new TN is pending.