Investment Management TN Sponsorship Jobs in Texas
Texas is one of the strongest markets for investment management TN visa sponsorship jobs, anchored by major financial hubs in Dallas, Houston, and Austin. Firms like Invesco, BlackRock, and Fidelity maintain significant Texas operations, creating demand for Canadian and Mexican nationals in analyst, portfolio, and risk management roles across the state.
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Get Access To All JobsJOB DESCRIPTION SUMMARY
Lead financial reporting, settlements, and tax at Aramco Trading Company regional office. Oversee financial statement preparation, settlement operations, tax reporting, and monthly closing activities. Ensure compliance, integrity of financial data, and implement quality controls. Drive performance improvement for enhanced organizational outcomes.
Financial Reporting Oversight
- Oversee the monthly closing process ensuring timely and accurate reporting.
- Oversee quarterly and annual financial statement preparation, ensuring accuracy and compliance.
- Lead external and internal audit/review engagements, including resolution of findings.
- Ensure compliance with IFRS and group accounting policies.
- Review accounting of significant and unusual transactions, including preparation of accounting paper if needed.
Settlement Oversight
- Oversee the daily operations of the settlement functions, ensuring timely settlement of invoices and resolution of disputes and issues.
- Drive process improvements to improve efficiency and effectiveness of internal controls within the settlement function.
Tax Oversight
- Oversee the operations of the tax unit ensuring adherence to tax regulations.
- Review of tax reporting requirements in coordination with the Tax Law Department and external consultants.
- Collaborate with Tax Law to develop tax optimization initiatives.
Accounts Reconciliation
- Manage and guide inventory and intercompany reconciliation processes.
Quality Control Implementation
- Implement and enhance quality control measures for financial transactions and reporting.
Performance Enhancement Strategies
- Develop and execute strategies to drive performance improvement across finance functions.
- Drive continuous improvement initiatives in processes and procedures related to financial reporting, settlements, and tax.
Strategic Alignment
- Align financial reporting, settlements, and tax strategies with broader organizational goals.
Cross-Functional Collaboration
- Collaborate with various departments for cohesive financial operations, including trading, operations, middle office, and legal.
Technology Integration
- Implement and leverage technology solutions to enhance quality and efficiency.
Team Leadership:
- Provide strong leadership to financial reporting, settlements and tax teams for optimal performance.
COMMUNICATION
Internal Communication
Team Collaboration
- Collaborate with internal teams, including treasury, business finance, contracts & procurement, to ensure cohesive financial operations and strategic alignment.
Leadership Communication
- Communicate financial strategies and objectives to subordinate teams, providing clear guidance and fostering a collaborative work environment.
Cross-Functional Engagement
- Engage with cross-functional teams and departments to ensure coordination and alignment in financial activities.
Executive Leadership Interaction
- Interact with executive leadership to provide updates on financial reporting, settlements, and tax matters.
External Communication
Stakeholder Engagement
- Foster and manage relationships with external stakeholders, including regulatory bodies, to ensure compliance and positive engagement.
Counterparty Interaction
- Engage with external counterparts as needed to solve issues and ensure smooth operations.
ATC and Saudi Aramco Collaboration
- Maintain effective communication with ATC and Saudi Aramco, ensuring alignment with corporate goals and facilitating collaboration on financial matters.
Job Requirements
Education & Skills (Required, Preferred)
- Bachelor’s degree in accounting, Finance, or a related field.
- Professional accounting certification (CPA, ACCA, or equivalent).
- Leadership skills.
- Excellent communication skills for effective communication with internal and external stakeholders.
Preferred
- Master's degree in Accounting, Finance, or a related discipline.
Experience & Knowledge (Required, Preferred)
- Minimum 15 years of progressive experience in accounting or financial reporting roles.
- Proven experience in leading finance teams.
- Advance knowledge of International Financial Reporting Standards (IFRS).
Preferred
- Previous managerial audit experience with any of the big 4 accounting firms.
- Experience with oil and gas commodity trading company.
Abilities & Specific Requirements (Required, Preferred)
- Strategic thinking and the ability to provide valuable financial insights.
- Strong analytical skills with attention to detail.
- Excellent organizational and time-management abilities.
- Leadership capabilities with a track record of managing and developing teams.
- Proficient in using financial reporting software and Microsoft Excel.
Preferred
- Experience in implementing process improvements in financial reporting operations.
- Knowledge of relevant industry regulations and compliance standards.
- Exceptional communication and interpersonal skills for effective team management and external stakeholder engagement.
NO THIRD-PARTY CANDIDATES ACCEPTED
JOB DESCRIPTION SUMMARY
Lead financial reporting, settlements, and tax at Aramco Trading Company regional office. Oversee financial statement preparation, settlement operations, tax reporting, and monthly closing activities. Ensure compliance, integrity of financial data, and implement quality controls. Drive performance improvement for enhanced organizational outcomes.
Financial Reporting Oversight
- Oversee the monthly closing process ensuring timely and accurate reporting.
- Oversee quarterly and annual financial statement preparation, ensuring accuracy and compliance.
- Lead external and internal audit/review engagements, including resolution of findings.
- Ensure compliance with IFRS and group accounting policies.
- Review accounting of significant and unusual transactions, including preparation of accounting paper if needed.
Settlement Oversight
- Oversee the daily operations of the settlement functions, ensuring timely settlement of invoices and resolution of disputes and issues.
- Drive process improvements to improve efficiency and effectiveness of internal controls within the settlement function.
Tax Oversight
- Oversee the operations of the tax unit ensuring adherence to tax regulations.
- Review of tax reporting requirements in coordination with the Tax Law Department and external consultants.
- Collaborate with Tax Law to develop tax optimization initiatives.
Accounts Reconciliation
- Manage and guide inventory and intercompany reconciliation processes.
Quality Control Implementation
- Implement and enhance quality control measures for financial transactions and reporting.
Performance Enhancement Strategies
- Develop and execute strategies to drive performance improvement across finance functions.
- Drive continuous improvement initiatives in processes and procedures related to financial reporting, settlements, and tax.
Strategic Alignment
- Align financial reporting, settlements, and tax strategies with broader organizational goals.
Cross-Functional Collaboration
- Collaborate with various departments for cohesive financial operations, including trading, operations, middle office, and legal.
Technology Integration
- Implement and leverage technology solutions to enhance quality and efficiency.
Team Leadership:
- Provide strong leadership to financial reporting, settlements and tax teams for optimal performance.
COMMUNICATION
Internal Communication
Team Collaboration
- Collaborate with internal teams, including treasury, business finance, contracts & procurement, to ensure cohesive financial operations and strategic alignment.
Leadership Communication
- Communicate financial strategies and objectives to subordinate teams, providing clear guidance and fostering a collaborative work environment.
Cross-Functional Engagement
- Engage with cross-functional teams and departments to ensure coordination and alignment in financial activities.
Executive Leadership Interaction
- Interact with executive leadership to provide updates on financial reporting, settlements, and tax matters.
External Communication
Stakeholder Engagement
- Foster and manage relationships with external stakeholders, including regulatory bodies, to ensure compliance and positive engagement.
Counterparty Interaction
- Engage with external counterparts as needed to solve issues and ensure smooth operations.
ATC and Saudi Aramco Collaboration
- Maintain effective communication with ATC and Saudi Aramco, ensuring alignment with corporate goals and facilitating collaboration on financial matters.
Job Requirements
Education & Skills (Required, Preferred)
- Bachelor’s degree in accounting, Finance, or a related field.
- Professional accounting certification (CPA, ACCA, or equivalent).
- Leadership skills.
- Excellent communication skills for effective communication with internal and external stakeholders.
Preferred
- Master's degree in Accounting, Finance, or a related discipline.
Experience & Knowledge (Required, Preferred)
- Minimum 15 years of progressive experience in accounting or financial reporting roles.
- Proven experience in leading finance teams.
- Advance knowledge of International Financial Reporting Standards (IFRS).
Preferred
- Previous managerial audit experience with any of the big 4 accounting firms.
- Experience with oil and gas commodity trading company.
Abilities & Specific Requirements (Required, Preferred)
- Strategic thinking and the ability to provide valuable financial insights.
- Strong analytical skills with attention to detail.
- Excellent organizational and time-management abilities.
- Leadership capabilities with a track record of managing and developing teams.
- Proficient in using financial reporting software and Microsoft Excel.
Preferred
- Experience in implementing process improvements in financial reporting operations.
- Knowledge of relevant industry regulations and compliance standards.
- Exceptional communication and interpersonal skills for effective team management and external stakeholder engagement.
NO THIRD-PARTY CANDIDATES ACCEPTED
TN Investment Management Job Roles in Texas
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Search Investment Management Jobs in TexasInvestment Management TN Sponsorship Jobs in Texas: Frequently Asked Questions
Which investment management companies sponsor TN visas in Texas?
Several large asset managers and financial firms with Texas offices have sponsored TN visas for investment management professionals, including Invesco (headquartered in Dallas), BlackRock, Fidelity Investments, and Charles Schwab. Regional investment firms and insurance-linked asset managers in Houston also participate in TN sponsorship. Sponsorship practices vary by employer and role, so confirming with each company's HR or legal team is essential.
Which cities in Texas have the most investment management TN sponsorship jobs?
Dallas and Fort Worth lead in investment management TN sponsorship activity, driven by the concentration of major asset managers, private equity firms, and insurance companies in the area. Houston is a strong secondary market, particularly for energy-focused investment and portfolio management roles. Austin has grown steadily as financial services firms expand there, though its investment management footprint remains smaller than Dallas.
What types of investment management roles typically qualify for TN sponsorship?
Roles that consistently qualify for TN sponsorship under the Financial Analyst category include portfolio analyst, investment analyst, equity research analyst, risk analyst, and quantitative analyst positions. These roles generally require a bachelor's degree or higher in finance, economics, mathematics, or a related field. Positions that are primarily sales-oriented or relationship management-focused may face more scrutiny, as TN eligibility is tied to the specific USMCA occupation category.
How do I find investment management TN sponsorship jobs in Texas?
Migrate Mate is built specifically for this search, letting you filter investment management jobs in Texas by TN visa sponsorship so you're only seeing roles where employers have indicated willingness to sponsor. This saves significant time compared to applying broadly and asking about sponsorship later. Canadian and Mexican nationals should also look for firms with existing TN petition history, as repeat sponsoring employers tend to move through the process more efficiently.
Are there any Texas-specific considerations for TN sponsorship in investment management?
Texas has no state income tax, which is a practical consideration for Canadian nationals comparing net compensation with home-country earnings. From an immigration standpoint, Texas-based employers follow the same federal TN process as any other state. However, Dallas and Houston have large concentrations of regulated financial firms, meaning some roles may require FINRA licensing or SEC registration, which are separate from TN status but affect day-to-day job duties and eligibility.