TN Visa Senior Quantitative Researcher Jobs
Senior Quantitative Researcher roles qualify for TN visa sponsorship under the USMCA's Mathematics category, covering statistical modeling, algorithmic research, and quantitative analysis work. Canadian citizens can apply at the port of entry with no cap or lottery. Mexican citizens require a consular appointment. Employers file no separate petition with USCIS.
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The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.
The Role:
The Portfolio Manager & Senior Quantitative Researcher will join the Systematic Strategies team in the Investment Management group. This experienced investment professional is responsible for contributing to the development, implementation, and management of systematic equity strategies globally. This includes, but is not limited to, ideas generation, strategy design, portfolio construction, risk management, cash-flow and corporate actions management, and compliance. In this position, the senior quantitative researcher / portfolio manager is expected to play a leading role within the team and be able to interact with clients, prospects, and senior management across various departments. This role requires a person who demonstrates excellent quantitative analytical skills, a track record for cutting-edge research, and significant experience in day-to-day management of systematic equity strategies.
Responsibilities:
- Lead and work alongside other team members to build and enhance systematic strategies across all steps of the investment process, including ideas generation, strategy design, portfolio construction and implementation.
- Discover, evaluate, use alternative/new data sources to build novel systematic strategies.
- Partner with operations and trading team to oversee day-to-day management of all aspects of systematic strategies implementation including trading, compliance, managing of daily cash flows and corporate actions.
- Work with leading-edge portfolio construction technology and optimization techniques to construct portfolios as a portfolio building blocks or standalone strategies.
- Communicate systematic strategies performance and attribution, market environment and outlook to internal and external groups including clients and prospects.
Requirements
- 8+ years of progressive hands-on systematic investing experience including quantitative research and portfolio management, preferably with focus in equity.
- Significant experience in statistical modelling of large data sets and solid understanding of multi-factor models, portfolio construction, optimization, backtesting and scenario analysis.
- Strong quantitative skills with solid understanding of statistics (e.g. panel data analysis, time-series analysis, machine-learning), fundamental analysis, and accounting. Familiarity with equity databases (e.g., FactSet), and optimization softwares (e.g. Axioma).
- Proficiency in programming language(s) (Python, R, or Matlab) and database management software (e.g., SQL).
- Outstanding oral and written communication skills, with experience producing high quality materials for clients, prospects, and publications.
- Proven ability to take investment-related research from idea origination to implementation. Evidence of ability to create alpha through deployment of quantitative systematic strategies.
- Advanced degree in a quantitative discipline; Ph.D. preferred.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
- Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
- Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
- Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$195,600.00 - 352,075.00 USD Annual Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
The Area:
The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.
The Role:
The Portfolio Manager & Senior Quantitative Researcher will join the Systematic Strategies team in the Investment Management group. This experienced investment professional is responsible for contributing to the development, implementation, and management of systematic equity strategies globally. This includes, but is not limited to, ideas generation, strategy design, portfolio construction, risk management, cash-flow and corporate actions management, and compliance. In this position, the senior quantitative researcher / portfolio manager is expected to play a leading role within the team and be able to interact with clients, prospects, and senior management across various departments. This role requires a person who demonstrates excellent quantitative analytical skills, a track record for cutting-edge research, and significant experience in day-to-day management of systematic equity strategies.
Responsibilities:
- Lead and work alongside other team members to build and enhance systematic strategies across all steps of the investment process, including ideas generation, strategy design, portfolio construction and implementation.
- Discover, evaluate, use alternative/new data sources to build novel systematic strategies.
- Partner with operations and trading team to oversee day-to-day management of all aspects of systematic strategies implementation including trading, compliance, managing of daily cash flows and corporate actions.
- Work with leading-edge portfolio construction technology and optimization techniques to construct portfolios as a portfolio building blocks or standalone strategies.
- Communicate systematic strategies performance and attribution, market environment and outlook to internal and external groups including clients and prospects.
Requirements
- 8+ years of progressive hands-on systematic investing experience including quantitative research and portfolio management, preferably with focus in equity.
- Significant experience in statistical modelling of large data sets and solid understanding of multi-factor models, portfolio construction, optimization, backtesting and scenario analysis.
- Strong quantitative skills with solid understanding of statistics (e.g. panel data analysis, time-series analysis, machine-learning), fundamental analysis, and accounting. Familiarity with equity databases (e.g., FactSet), and optimization softwares (e.g. Axioma).
- Proficiency in programming language(s) (Python, R, or Matlab) and database management software (e.g., SQL).
- Outstanding oral and written communication skills, with experience producing high quality materials for clients, prospects, and publications.
- Proven ability to take investment-related research from idea origination to implementation. Evidence of ability to create alpha through deployment of quantitative systematic strategies.
- Advanced degree in a quantitative discipline; Ph.D. preferred.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
- Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
- Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
- Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$195,600.00 - 352,075.00 USD Annual Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
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Get Access To All JobsTips for Finding TN Visa Sponsorship as a Senior Quantitative Researcher
Align your credentials to Mathematics category
TN classification for this role depends on the Mathematics occupational category. Your degree must explicitly cover mathematics, statistics, or a closely related quantitative field. A computer science or finance degree alone may not satisfy the requirement without documented mathematical coursework.
Target employers with active quantitative research teams
Hedge funds, asset managers, and technology firms with dedicated quant research divisions file TN applications regularly. Prioritize roles where the job description explicitly requires advanced statistical modeling or mathematical research, not just data analysis or business intelligence work.
Request a support letter covering specialty occupation
Ask your prospective employer to draft a TN support letter that details the mathematical nature of your day-to-day responsibilities. Vague job descriptions at the border create delays. The letter should name specific methods you'll use, such as stochastic modeling or Monte Carlo simulation.
Use Migrate Mate to find sponsoring employers
Search for Senior Quantitative Researcher roles with TN visa sponsorship using Migrate Mate. It filters specifically for employers open to Canadian and Mexican professionals under USMCA, saving you from applying to positions where sponsorship was never on the table.
Prepare for CBP scrutiny on dual-role positions
If your role blends quantitative research with software engineering or trading, CBP officers may question whether it qualifies under Mathematics. Bring documentation showing that research and modeling constitute the primary function, not a secondary one within a broader technology or finance role.
Understand Mexican applicants face a separate consular process
Unlike Canadians who present TN documents directly at the port of entry, Mexican citizens must schedule a consular visa appointment. Factor in local wait times and have all employer documentation certified and organized before your appointment date.
Senior Quantitative Researcher jobs are hiring across the US. Find yours.
Find Senior Quantitative Researcher JobsSenior Quantitative Researcher TN Visa: Frequently Asked Questions
Does a Senior Quantitative Researcher role qualify for TN visa status?
Yes, if the position is classified under the Mathematics occupational category in the USMCA schedule. The role must center on mathematical research, statistical modeling, or quantitative analysis. Positions blending quant research with software development or trading strategy may face closer scrutiny at the port of entry, so job title alone is not enough to guarantee approval.
How does the TN visa compare to H-1B for Senior Quantitative Researchers?
The TN visa has no annual cap and no lottery for Canadian citizens, meaning you can apply at any time and receive a decision the same day at the border. H-1B requires entering a lottery with roughly a 25% selection rate and waiting months for adjudication. For qualified Canadian and Mexican professionals, TN is a faster and more predictable path to U.S. employment.
Where can I find Senior Quantitative Researcher jobs that offer TN visa sponsorship?
Migrate Mate is built specifically for Canadian and Mexican professionals seeking roles with TN visa sponsorship. You can search Senior Quantitative Researcher positions filtered by employers already open to USMCA visa categories, rather than spending time applying to roles where sponsorship was never considered.
What documents does my employer need to provide for my TN application?
Your employer must provide a support letter on company letterhead that describes your job title, the mathematical nature of your responsibilities, your qualifications, your anticipated length of employment, and confirmation that the role requires a professional in the Mathematics category. Canadian citizens present this letter directly to CBP. Mexican citizens submit it as part of their consular visa application package.
Can I switch employers while working in the U.S. as a Senior Quantitative Researcher on TN status?
Yes, but your TN status is tied to your current employer. When changing jobs, you must obtain a new TN authorization before starting with the new employer. Canadians can do this by presenting updated documentation at a port of entry. Mexican citizens must apply for a new TN visa at a U.S. consulate. Working for a new employer without updated TN authorization violates your status.
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