Finance TN Sponsorship Jobs in Texas
Texas is one of the most active states for finance TN visa sponsorship, with major employers across Dallas, Houston, and Austin spanning banking, investment management, and insurance. Canadian and Mexican nationals in finance roles like financial analyst, accountant, or economist will find a concentrated hiring market here, particularly among large financial institutions and energy-sector firms with significant Texas operations.
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Get Access To All JobsINTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ABOUT THE ROLE
This job is responsible for managing the most complex specialty asset portfolios, including farm and ranch land, timberland, real estate, mineral and energy interests, and private businesses. Key responsibilities include overseeing advanced asset strategies, supporting client and prospect meetings, and delivering tailored asset solutions in partnership with private bank teams. Job expectations include demonstrating deep asset knowledge, applying sound fiduciary judgment, leading asset decisions with growing independence, and delivering strong client support and execution.
The Oil & Gas Petroleum Engineer serves as a technical subject matter expert (SME) within Bank of America Private Bank. This role supports fiduciary, wealth management, and trust professionals by overseeing and evaluating oil and gas mineral interests, royalties, and non-operated working interests held on behalf of families, nonprofit organizations, endowments, foundations, and other institutional clients. The position focuses on asset oversight, valuation support, cash flow assurance, and risk management rather than direct field operations.
Responsibilities:
Asset Oversight & Engineering Review
- Evaluate performance of royalty interests, overriding royalties, and non-operated working interests across conventional and unconventional assets.
- Review operator reports, joint interest billings (JIBs), production data, and development plans for accuracy, reasonableness, and compliance with agreements.
- Monitor drilling, completion, and recompletion activities on non-operated assets to ensure alignment with client objectives and fiduciary standards.
- Review and provide feedback on joint operating agreements, unitization agreements, and farmout agreements.
- Identify underperforming assets and operational or economic risks.
- Inspect working interest operations on designated working interest assets and comment on environmental matters relating thereto. In appropriate cases, should be able to communicate with well operators for remediation of any environmental issues found.
Financial & Economic Analysis
- Perform engineering-based economic evaluations, including decline curve analysis, reserves estimation, and cash flow forecasting.
- Support asset valuation, portfolio benchmarking, and transaction analysis for acquisitions, divestitures, and estate planning.
- Analyze capital expenditures, operating costs, and payout timing for non-operated interests.
- Assist trust and investment teams with distribution forecasting and budgeting tied to mineral income.
- Preparation of net income projections and fair market value appraisals (in-house or third party).
Royalty & Revenue Assurance
- Validate royalty payments, production volumes, pricing benchmarks, and post-production deductions.
- Identify and help resolve underpayments, overcharges, or operator discrepancies in coordination with legal and accounting partners.
Fiduciary & Client Support
- Provide technical explanations to relationship managers, trust officers, investment professionals, and clients in clear, non-technical language.
- Prepare written summaries, asset reviews, and board level or investment committee materials.
- Support fiduciary decision making by assessing development options, operator proposals, and consent requests.
Operator & Third Party Coordination
- Act as a technical liaison with operators, landmen, engineers, attorneys, and independent consultants.
- Review authorizations for expenditure (AFEs) and recommend consent or non-consent on non-operated interests.
- Support audits, engineering reviews, and litigation support when needed.
BASIC QUALIFICATIONS:
- 10+ years of experience in petroleum engineering, reservoir engineering, or asset evaluation.
- Experience with royalty and non-operated working interests strongly preferred.
- Prior exposure to mineral management, private wealth, trust, family office, or institutional portfolios a plus.
- Proficient with PHDWin / ARIES reserve and economic software.
- Proficient with well production data and GIS mapping tools (DrillingInfo/PRISM, Energy Domain, Well Database, etc.).
PREFERRED QUALIFICATIONS:
- Petroleum Engineering degree or other applicable engineering degree.
- Reservoir engineering experience.
- Licensing as a Professional Engineer.
SKILLS:
- Collaboration
- Decision Making
- Issue Management
- Prioritization
- Strategic Thinking
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Project Management
- Written Communications
- Active Listening
- Adaptability
- Analytical Thinking
- Continuous Improvement
- Innovative Thinking
MINIMUM EDUCATION REQUIREMENT: Bachelors Degree or equivalent.
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ABOUT THE ROLE
This job is responsible for managing the most complex specialty asset portfolios, including farm and ranch land, timberland, real estate, mineral and energy interests, and private businesses. Key responsibilities include overseeing advanced asset strategies, supporting client and prospect meetings, and delivering tailored asset solutions in partnership with private bank teams. Job expectations include demonstrating deep asset knowledge, applying sound fiduciary judgment, leading asset decisions with growing independence, and delivering strong client support and execution.
The Oil & Gas Petroleum Engineer serves as a technical subject matter expert (SME) within Bank of America Private Bank. This role supports fiduciary, wealth management, and trust professionals by overseeing and evaluating oil and gas mineral interests, royalties, and non-operated working interests held on behalf of families, nonprofit organizations, endowments, foundations, and other institutional clients. The position focuses on asset oversight, valuation support, cash flow assurance, and risk management rather than direct field operations.
Responsibilities:
Asset Oversight & Engineering Review
- Evaluate performance of royalty interests, overriding royalties, and non-operated working interests across conventional and unconventional assets.
- Review operator reports, joint interest billings (JIBs), production data, and development plans for accuracy, reasonableness, and compliance with agreements.
- Monitor drilling, completion, and recompletion activities on non-operated assets to ensure alignment with client objectives and fiduciary standards.
- Review and provide feedback on joint operating agreements, unitization agreements, and farmout agreements.
- Identify underperforming assets and operational or economic risks.
- Inspect working interest operations on designated working interest assets and comment on environmental matters relating thereto. In appropriate cases, should be able to communicate with well operators for remediation of any environmental issues found.
Financial & Economic Analysis
- Perform engineering-based economic evaluations, including decline curve analysis, reserves estimation, and cash flow forecasting.
- Support asset valuation, portfolio benchmarking, and transaction analysis for acquisitions, divestitures, and estate planning.
- Analyze capital expenditures, operating costs, and payout timing for non-operated interests.
- Assist trust and investment teams with distribution forecasting and budgeting tied to mineral income.
- Preparation of net income projections and fair market value appraisals (in-house or third party).
Royalty & Revenue Assurance
- Validate royalty payments, production volumes, pricing benchmarks, and post-production deductions.
- Identify and help resolve underpayments, overcharges, or operator discrepancies in coordination with legal and accounting partners.
Fiduciary & Client Support
- Provide technical explanations to relationship managers, trust officers, investment professionals, and clients in clear, non-technical language.
- Prepare written summaries, asset reviews, and board level or investment committee materials.
- Support fiduciary decision making by assessing development options, operator proposals, and consent requests.
Operator & Third Party Coordination
- Act as a technical liaison with operators, landmen, engineers, attorneys, and independent consultants.
- Review authorizations for expenditure (AFEs) and recommend consent or non-consent on non-operated interests.
- Support audits, engineering reviews, and litigation support when needed.
BASIC QUALIFICATIONS:
- 10+ years of experience in petroleum engineering, reservoir engineering, or asset evaluation.
- Experience with royalty and non-operated working interests strongly preferred.
- Prior exposure to mineral management, private wealth, trust, family office, or institutional portfolios a plus.
- Proficient with PHDWin / ARIES reserve and economic software.
- Proficient with well production data and GIS mapping tools (DrillingInfo/PRISM, Energy Domain, Well Database, etc.).
PREFERRED QUALIFICATIONS:
- Petroleum Engineering degree or other applicable engineering degree.
- Reservoir engineering experience.
- Licensing as a Professional Engineer.
SKILLS:
- Collaboration
- Decision Making
- Issue Management
- Prioritization
- Strategic Thinking
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Project Management
- Written Communications
- Active Listening
- Adaptability
- Analytical Thinking
- Continuous Improvement
- Innovative Thinking
MINIMUM EDUCATION REQUIREMENT: Bachelors Degree or equivalent.
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
40
TN Finance Job Roles in Texas
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Search Finance Jobs in TexasFinance TN Sponsorship Jobs in Texas: Frequently Asked Questions
Which finance companies sponsor TN visas in Texas?
Several large financial institutions with major Texas operations have a track record of TN visa sponsorship, including JPMorgan Chase, Goldman Sachs, and Charles Schwab, all of which have significant presences in Dallas or Houston. Regional banks like Frost Bank and Comerica, as well as energy-finance firms tied to Houston's oil and gas sector, also hire in qualifying finance roles. Sponsorship practices vary by employer and role, so confirming directly with each company is important.
Which cities in Texas have the most finance TN sponsorship jobs?
Dallas and Houston account for the majority of finance TN sponsorship opportunities in Texas. Dallas is a hub for banking, investment management, and insurance, home to major corporate headquarters and regional offices. Houston's finance market is closely tied to energy, with strong demand for financial analysts and economists supporting oil and gas companies. Austin is a growing secondary market, particularly in fintech and venture-backed financial services.
What types of finance roles typically qualify for TN sponsorship?
TN visa eligibility in finance is tied to specific USMCA-listed occupations. Roles that commonly qualify include accountant, financial analyst, economist, and management consultant, provided the position requires at least a bachelor's degree in a relevant field. General business roles, sales positions, or titles without a clear professional degree requirement typically do not qualify. The job duties and employer's offer letter must align with a recognized TN occupation category.
How do I find finance TN sponsorship jobs in Texas?
Migrate Mate is built specifically for this search, allowing you to filter for finance jobs with TN visa sponsorship in Texas in one place. Because TN sponsorship willingness isn't always stated in standard job postings, a filtered platform saves significant time. On Migrate Mate, you can browse finance roles across Dallas, Houston, and Austin where employers have indicated openness to TN candidates, making the process considerably more targeted than a general job search.
Are there any Texas-specific considerations for finance TN sponsorship?
Texas has no state income tax, which affects compensation structuring but does not change TN visa requirements. One practical consideration is that many Texas finance employers, especially in Houston's energy sector, operate on project-based or contract models, and TN status requires a legitimate employer-employee relationship with a fixed employer. Canadian nationals can obtain TN status at a port of entry, while Mexican nationals must apply at a U.S. consulate, which can affect hiring timelines.