Finance Jobs in California with TN Sponsorship
TN visa sponsorship finance jobs in California are concentrated in Los Angeles, San Francisco, and San Jose, where major banks, asset managers, and fintech firms regularly hire Canadian and Mexican professionals. Wells Fargo, BlackRock, and Charles Schwab all maintain significant California operations and have sponsored TN workers in finance roles including financial analysts, accountants, and economists.
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Job Req Id:
26947185
Location(s):
San Francisco, California, United States
Job Type:
Hybrid
Posted:
Apr. 01, 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
Citigroup Global Markets Inc. seeks a Banker, VP for its San Francisco, California location.
Duties:
- Develop and manage relationships with financial sponsor clients, including private equity firms.
- Originate new business mandates from financial sponsors related to financial advisory, capital raising, and risk management.
- Liaise with product and industry coverage partners to deliver advice and drive transaction execution for financial sponsor clients and sponsor-backed portfolio companies.
- Perform complex financial analyses related to valuation, credit underwriting, mergers and acquisitions (M&A) and capital markets transactions.
- Drive idea generation related to new investment opportunities, including leveraged buyouts, minority stake investments and structured capital investments.
- Assist financial sponsor clients with portfolio monetization, including M&A processes, initial public offerings (IPOs), private placements and dividend recapitalizations.
- Lead internal credit approval process related to acquisition financings, dividend recapitalizations, refinancings and other credit transactions for private equity clients.
- Ensure risk and controls processes related to internal and external policies are adhered to by cross functional deal teams.
- Serve as technical subject matter expert in relevant accounting, corporate finance and capital markets concepts.
- A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.
Requirements
Requires a Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field and 3 years of experience as an Investment Banking Associate, Investment Banking Analyst, or related position involving development and management of financial sponsor clients for private equity firms and providing advisory services within a global financial services institution. 3 years of experience must include:
- Utilizing knowledge of corporate finance, accounting, M&A, credit underwriting, business valuation and capital markets concepts in order to develop, review and present financial models related to valuation, M&A, and credit underwriting;
- Providing advisory services to private equity clients on capital raising, risk management, M&A, valuation and capital deployment;
- Analyzing and interpreting financial statements, equity research, economic data, credit rating reports, and accounting and business diligence in support of client transactions and advisory assignments, either in the form of modeling or credit analysis;
- Preparing and presenting credit analyses materials to senior stakeholders and decision-makers in support of credit underwriting and capital markets transactions;
- Conducting detailed credit analyses including modelling, credit worthiness assessment, and potential risks and mitigants identification;
- Utilizing financial data platforms including MergerMarket, LCD, FactSet and Capital IQ to help build out financial analyses and usable data.
Up to 10% international and domestic travel required. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #26947185. EO Employer.
Wage Range:
$250,000 to $275,000
Job Family Group:
Institutional Banking
Job Family:
Investment Banking
Time Type:
Full time
Primary Location:
San Francisco California United States
Primary Location Full Time Salary Range:
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:
May 15, 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:
26947185
Location(s):
San Francisco, California, United States
Job Type:
Hybrid
Posted:
Apr. 01, 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
Citigroup Global Markets Inc. seeks a Banker, VP for its San Francisco, California location.
Duties:
- Develop and manage relationships with financial sponsor clients, including private equity firms.
- Originate new business mandates from financial sponsors related to financial advisory, capital raising, and risk management.
- Liaise with product and industry coverage partners to deliver advice and drive transaction execution for financial sponsor clients and sponsor-backed portfolio companies.
- Perform complex financial analyses related to valuation, credit underwriting, mergers and acquisitions (M&A) and capital markets transactions.
- Drive idea generation related to new investment opportunities, including leveraged buyouts, minority stake investments and structured capital investments.
- Assist financial sponsor clients with portfolio monetization, including M&A processes, initial public offerings (IPOs), private placements and dividend recapitalizations.
- Lead internal credit approval process related to acquisition financings, dividend recapitalizations, refinancings and other credit transactions for private equity clients.
- Ensure risk and controls processes related to internal and external policies are adhered to by cross functional deal teams.
- Serve as technical subject matter expert in relevant accounting, corporate finance and capital markets concepts.
- A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.
Requirements
Requires a Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field and 3 years of experience as an Investment Banking Associate, Investment Banking Analyst, or related position involving development and management of financial sponsor clients for private equity firms and providing advisory services within a global financial services institution. 3 years of experience must include:
- Utilizing knowledge of corporate finance, accounting, M&A, credit underwriting, business valuation and capital markets concepts in order to develop, review and present financial models related to valuation, M&A, and credit underwriting;
- Providing advisory services to private equity clients on capital raising, risk management, M&A, valuation and capital deployment;
- Analyzing and interpreting financial statements, equity research, economic data, credit rating reports, and accounting and business diligence in support of client transactions and advisory assignments, either in the form of modeling or credit analysis;
- Preparing and presenting credit analyses materials to senior stakeholders and decision-makers in support of credit underwriting and capital markets transactions;
- Conducting detailed credit analyses including modelling, credit worthiness assessment, and potential risks and mitigants identification;
- Utilizing financial data platforms including MergerMarket, LCD, FactSet and Capital IQ to help build out financial analyses and usable data.
Up to 10% international and domestic travel required. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #26947185. EO Employer.
Wage Range:
$250,000 to $275,000
Job Family Group:
Institutional Banking
Job Family:
Investment Banking
Time Type:
Full time
Primary Location:
San Francisco California United States
Primary Location Full Time Salary Range:
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:
May 15, 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 Roles in Finance in California
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Get Access To All JobsFrequently Asked Questions
Which finance companies sponsor TN visas in California?
Major banks and financial institutions with large California footprints include Wells Fargo, Bank of America, JPMorgan Chase, and Charles Schwab, all of which have hired TN workers in finance. Asset managers like BlackRock and PIMCO, headquartered or regionally based in California, also sponsor finance professionals. Fintech firms concentrated in San Francisco, such as Stripe and Intuit, hire financial analysts and accountants under the TN category as well.
Which cities in California have the most finance TN sponsorship jobs?
San Francisco has the highest concentration, driven by fintech, venture capital, and regional banking. Los Angeles follows, with a strong presence in investment banking, private equity, and insurance. San Jose and the broader Silicon Valley area offer finance roles within technology companies. Sacramento, as the state capital, has opportunities in government finance, public accounting, and credit unions that occasionally sponsor TN workers.
What types of finance roles typically qualify for TN sponsorship in California?
The TN visa covers specific finance-related occupational categories including Accountant, Economist, and Financial Analyst, provided the role requires and the applicant holds a qualifying bachelor's degree or higher in a directly related field. Roles like financial reporting analyst, investment analyst, and budget analyst commonly meet TN criteria in California. General management or sales roles that happen to involve finance typically do not qualify, even at financial firms.
How do I find finance TN sponsorship jobs in California?
Migrate Mate is the most direct way to search, as the platform filters specifically for TN-eligible finance roles in California, removing the guesswork of identifying which employers sponsor work visas. Because TN sponsorship in finance depends heavily on the specific job title and degree alignment, Migrate Mate's filters help you focus on postings where employers have already indicated willingness to sponsor, saving significant time compared to broad job searching.
Are there any California-specific considerations for TN sponsorship in finance?
California's finance sector is unusually broad, spanning traditional banking, insurance, fintech, and venture-backed startups, which affects how employers approach TN sponsorship. Larger institutions with established immigration programs tend to process TN petitions more smoothly than early-stage startups. California also has strict worker classification and employment law requirements, so employers sponsoring TN workers must ensure the role is structured as direct employment rather than independent contracting, which TN status does not permit.
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