Finance Jobs in New York with TN Sponsorship
New York is the center of U.S. finance, with Wall Street firms, global banks, and asset managers concentrated in Manhattan actively hiring Canadian and Mexican professionals for TN-eligible roles. Employers like JPMorgan Chase, Goldman Sachs, Citigroup, and BlackRock regularly staff financial analyst, economist, and accounting positions that align with TN visa classifications.
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Get Access To All JobsJob Req Id:
26951798
Location(s):
New York, New York, United States, Miami, Florida, United States
Job Type:
On-Site/Resident
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
The Senior Portfolio Advisor is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically, a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.
Responsibilities:
- The Advisor will be responsible for identifying short- and long-term investment opportunities and Global Markets for CPB investors in the region and for presenting, commenting and writing about such opportunities in diverse forums. The role will report to the Global Chief Investment Strategist. The advisor should provide surveillance of emerging macroeconomic and political developments across the region and will work with Citi Research analysts and product specialists to help identify individual investment opportunities across fixed income, equities and currency markets. Will represent the team's global macroeconomic views in client meetings throughout the region and should be able to express these views in a clear and concise manner.
- Define and present to the sales force CPB's Regional Views in consultation with Citi Research regional analysts and local markets units.
- Provide Regional Input to Global Investments Committee.
- Write periodical Regional View papers.
- Coordinate successful delivery of GIC's message in the region.
- Transmit Global Investment Committee views to the field and to CPB Clients.
- Work with the Investments Lab to identify asset allocation Gaps and with product specialist to define strategies to close such gaps.
- Lead the regional discussion of implementation strategies and action plans for CPB Global Themes.
- Participate actively in region's Sales and Research Calls.
- Coordinate successful rollout of CPB Global Outlook.
- Work closely with the RIH, IC Team Leaders and Product Heads helping them understand and implement the firm's Market Views.
- Contribute periodically to Quadrant and other CPB Publications.
- Participate in Sales Calls with Clients and Prospects.
- 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.
Qualifications
- 15+ years of experience
- Strong quantitative skills, written and presentation skills; Ability to work in both a team and individual creative setting.
- Strong communication skills, including full Spanish speaking.
- US Only: Securities Industry Exam, S7 & S66; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Education:
- Bachelor's/University degree, master's degree preferred
Job Family Group:
Private Client Product Services
Job Family:
Investment Strategy
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$170,000.00 - $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:
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:
26951798
Location(s):
New York, New York, United States, Miami, Florida, United States
Job Type:
On-Site/Resident
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
The Senior Portfolio Advisor is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically, a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.
Responsibilities:
- The Advisor will be responsible for identifying short- and long-term investment opportunities and Global Markets for CPB investors in the region and for presenting, commenting and writing about such opportunities in diverse forums. The role will report to the Global Chief Investment Strategist. The advisor should provide surveillance of emerging macroeconomic and political developments across the region and will work with Citi Research analysts and product specialists to help identify individual investment opportunities across fixed income, equities and currency markets. Will represent the team's global macroeconomic views in client meetings throughout the region and should be able to express these views in a clear and concise manner.
- Define and present to the sales force CPB's Regional Views in consultation with Citi Research regional analysts and local markets units.
- Provide Regional Input to Global Investments Committee.
- Write periodical Regional View papers.
- Coordinate successful delivery of GIC's message in the region.
- Transmit Global Investment Committee views to the field and to CPB Clients.
- Work with the Investments Lab to identify asset allocation Gaps and with product specialist to define strategies to close such gaps.
- Lead the regional discussion of implementation strategies and action plans for CPB Global Themes.
- Participate actively in region's Sales and Research Calls.
- Coordinate successful rollout of CPB Global Outlook.
- Work closely with the RIH, IC Team Leaders and Product Heads helping them understand and implement the firm's Market Views.
- Contribute periodically to Quadrant and other CPB Publications.
- Participate in Sales Calls with Clients and Prospects.
- 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.
Qualifications
- 15+ years of experience
- Strong quantitative skills, written and presentation skills; Ability to work in both a team and individual creative setting.
- Strong communication skills, including full Spanish speaking.
- US Only: Securities Industry Exam, S7 & S66; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Education:
- Bachelor's/University degree, master's degree preferred
Job Family Group:
Private Client Product Services
Job Family:
Investment Strategy
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$170,000.00 - $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:
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 New York
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Get Access To All JobsFrequently Asked Questions
Which finance companies in New York sponsor TN visas?
Major financial institutions headquartered or with large operations in New York, including JPMorgan Chase, Goldman Sachs, Morgan Stanley, Citigroup, BlackRock, and Bank of New York Mellon, have established processes for hiring TN-eligible professionals. Sponsoring a TN visa requires less administrative burden than an H-1B, which makes it an easier path for employers already familiar with work visa documentation.
Which cities in New York have the most finance TN sponsorship jobs?
Manhattan is by far the dominant market, home to the bulk of New York's investment banks, hedge funds, private equity firms, and asset managers. Buffalo has a growing financial services presence through M&T Bank and regional operations of national firms. Albany hosts state-level financial regulatory agencies and insurance companies that also hire for qualifying TN roles.
What types of finance roles typically qualify for TN sponsorship in New York?
Financial analyst, economist, accountant, and management consultant roles are the most common TN-qualifying positions in New York's finance sector. These roles must require at least a bachelor's degree in a directly related field as a standard job requirement. Positions like trader, portfolio manager, or compliance officer may qualify depending on how the role is defined and documented by the employer.
How do I find finance TN sponsorship jobs in New York?
Migrate Mate is built specifically for this search. You can filter by New York, the TN visa type, and the finance industry to see roles where employers have indicated sponsorship willingness. Because TN sponsorship is employer-dependent and not publicly advertised on most job postings, using a platform like Migrate Mate that surfaces sponsorship-specific listings saves significant time compared to general job searches.
Are there any New York-specific considerations for TN sponsorship in finance?
New York's finance sector is heavily regulated, and many senior roles require FINRA licensing or SEC registration, which are separate from TN visa eligibility and must be obtained after starting work. Some roles at federally regulated banks involve background checks and financial disclosures that can extend onboarding timelines. Canadian citizens can apply for TN status directly at a port of entry, while Mexican citizens require a consular visa appointment.
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