Investment Management TN Sponsorship Jobs in Arizona
Arizona's investment management sector spans Phoenix's growing financial district and Scottsdale's wealth management corridor, with firms like Charles Schwab, Vanguard, and Fidelity maintaining significant operations in the state. Canadian and Mexican professionals in finance-related specialties can pursue TN visa sponsorship with qualifying employers across portfolio management, financial analysis, and related roles.
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ABOUT CIM GROUP:
CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!
POSITION PURPOSE:
The Controller, Accounting is responsible for the overall quality of the accounting, information supporting the financial reporting, maintenance of individual partners’ capital, and investment schedules, performance measurement and preparation of management reports, including cash flow forecasting and other analysis, for their assigned funds and underlying assets. The position partners closely with portfolio management, valuations, tax, treasury, as well as internal and external auditors to ensure the integrity of financial data throughout the investment lifecycle—from acquisition through disposition. The role also contributes to new investment onboarding, transaction activity, and ongoing liquidity management within complex investment structures.
Responsibilities:
- Reviews full-cycle accounting of assigned portfolio of fund(s), co-investments, investments including preparation and analysis of the financial statements, general ledgers, subsidiary ledgers, budgets, cash flow projections and review of job cost reports.
- Prepare and/or review general ledger close, including eliminations, accruals for fund level expenses, approving/processing invoices, and month-end reconciliations.
- Prepare and/or review fund, co-investment, and investment level financial statements and key liaison with Financial Reporting to assist in the preparation or review of financial statements to meet investor requirements.
- Review investment-level and fund-level lender reporting packages as well as pro-forma covenant calculations, as necessary.
- Analysis of fund and investment operations; accurately applies distribution allocations to calculate incentive allocations and performance returns applying knowledge of legal agreements and fund structure, including complex co-invest and joint venture structures as well as fund and property level debt agreements.
- Prepare and/or review contribution, distribution calculations, waterfall calculations for funds, co-investments and joint ventures, as needed.
- Prepare and/or review purchase price accounting for acquisitions including overseeing the system set up of multi-entity vertically integrated investments.
- Prepare and/or review gain/loss calculations on dispositions including overseeing offboarding plan and any necessary prorations/purchase price true ups.
- Provide support to Capital Markets team for debt issuances and ensure close to reporting processes can support any new reporting or collateral management requirements.
- Assist in Treasury functions including monitoring/repayment of the fund credit facility, liquidity management, cash projections and review of cash transfers.
- Provide information for and take part in audit and tax preparation.
- Collaborate cross functionally across various teams whilst supporting middle office, tax, legal financial reporting and treasury functions for the Funds and entities.
- Assist with research on technical accounting matters, including the ability to document in memos as necessary.
EDUCATION/EXPERIENCE REQUIREMENTS:
- Bachelor's Degree in Accounting, Finance or related field.
- 7-10 years of related experience.
- Knowledge of various asset classes, including open and closed-end real estate fund structures (subsequent closes, capital calls, distributions), PE fee structures (management fees and carried interest) valuation approaches (NAV), accounting and reporting processes.
- Prior Fund accounting experience including preparation/reviews full-cycle accounting of assigned portfolio of fund(s), co-investments, investments including preparation and analysis of the financial statements, general ledgers, subsidiary ledgers in Yardi platform.
- Working knowledge of PE accounting ledger and associated hands on Yardi system experience.
- Big 4 or other Public Accounting Experience (preferred).
- CPA (preferred).
- MBA, CFA or additional designation a plus.
- Must be proficient in Microsoft Office (i.e. Excel Pivot Tables, Sum-If, V-Lookups etc).
ABOUT YOU:
- Ability to build and implement new workflow and procedures working across multiple stakeholder groups.
- Strong written and verbal communication skills.
- Ability to solve practical problems and continuously identify new ways to improve processes.
WHAT CIM OFFERS:
At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:
- A variety of Medical, dental, and vision benefit plans
- Health Savings Account with a generous employer contribution
- Company paid life and disability insurance
- 401(k) savings plan, with company match
- Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave
- Up to 16 hours of volunteer time off
- Up to 16 weeks of Paid Parental Leave
- Ongoing professional development programs
- Wellness program, including monthly and quarterly prizes
- And more!
Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required.
HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:
At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.
CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.
CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.
TN Investment Management Job Roles in Arizona
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Search Investment Management Jobs in ArizonaInvestment Management TN Sponsorship Jobs in Arizona: Frequently Asked Questions
Which investment management companies sponsor TN visas in Arizona?
Several large financial institutions with Arizona operations have sponsored TN visas for qualifying professionals, including Charles Schwab (which relocated its headquarters to Westlake, Texas, but maintains a major campus in Phoenix), Vanguard's Scottsdale office, and Fidelity Investments. Smaller registered investment advisers and wealth management firms in the Phoenix metro also sponsor TN workers, though sponsorship practices vary significantly by firm and role.
Which cities in Arizona have the most investment management TN sponsorship jobs?
Phoenix and Scottsdale together account for the large majority of investment management hiring in Arizona. Scottsdale in particular has a dense concentration of wealth management firms, family offices, and registered investment advisers along the North Scottsdale corridor. Tempe and Chandler host back-office and operations functions for larger financial institutions. Tucson has a smaller but active financial services presence, primarily in retail banking and regional advisory firms.
What types of investment management roles typically qualify for TN sponsorship?
TN visa classification covers specific occupational categories, and investment management roles that commonly qualify include financial analysts, accountants, economists, and management consultants, provided the position genuinely requires a bachelor's degree or higher in a directly related field. Portfolio managers with finance or economics degrees, research analysts, and compliance officers in registered investment advisory firms are among the roles Arizona employers have successfully sponsored under TN. The job duties and degree requirements must align with the applicable TN category.
How do I find investment management TN sponsorship jobs in Arizona?
Migrate Mate is built specifically for this search. You can filter by TN visa type, investment management as an industry, and Arizona as the location to see current openings from employers who have indicated sponsorship willingness. Because TN sponsorship is employer-driven and not publicly tracked in a single registry, using a platform like Migrate Mate that aggregates sponsorship-friendly postings saves significant research time compared to broad job searches.
Are there state-specific considerations for TN sponsorship in Arizona's investment management industry?
Arizona does not impose state-level licensing requirements on TN status itself, but investment management professionals should be aware that certain roles require FINRA registrations or state investment adviser representative licensing through the Arizona Corporation Commission, regardless of visa status. Employers in Arizona's financial sector generally handle TN documentation at the port of entry for Canadians or through consular processing for Mexican nationals. Firms with experience sponsoring TN workers in finance-specific roles tend to have streamlined internal processes for these filings.