Fiscal Year

2023

Case Number

A-22070-23286

Case Status

Certified

Received Date

2022-04-01

Decision Date

2022-12-23

Refile

N

Original File Date

2023-01-01 17:58:30

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

ENVESTNET FINANCIAL TECHNOLOGIES, INC.

Employer Name Slug

envestnet-financial-technologies-inc

Employer Address 1

1000 CHESTERBROOK BLVD

Employer Address 2

SUITE 250

Employer City

BERWYN

Employer City Slug

berwyn

Employer State

PENNSYLVANIA

Employer State Slug

pennsylvania

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

19312

Employer Phone

2016051943

Employer Number of Employees

4375

Employer Year Commenced Business

1999

NAICS Code

523920

FW Ownership Interest

N

Employer Contact Name

Attiyya Williams

Employer Contact Address 1

35 E Wacker Drive

Employer Contact Address 2

Suite 2400

Employer Contact City

Chicago

Employer Contact State/Province

ILLINOIS

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

60601

Employer Contact Phone

3122396740

Employer Contact Email

Attiyya.Wright@envestnet.com

Agent Attorney Name

Jaimie L Finlon

Agent Attorney Firm Name

Fragomen, Del Rey, Bernsen Loewy, LLP

Agent Attorney Phone

312-263-6101

Agent Attorney Address 1

333 W. Wacker Drive

Agent Attorney Address 2

15th Floor

Agent Attorney City

Chicago

Agent Attorney State/Province

ILLINOIS

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

60606

Agent Attorney Email

fragomen-envestnet@fragomen.com

PW Track Number

P10021062116468

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level II

PW Wage

80080.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2021-07-28

PW Expiration Date

2022-06-30

Wage Offer From

80080.00

Wage Offer To

0.00

Average Salary

80080.00

Wage Unit of Pay

Year

Worksite Address 1

35 E Wacker Drive

Worksite Address 2

Suite 2400

Worksite City

Chicago

Worksite City Slug

chicago

Worksite State

ILLINOIS

Worksite Postal Code

60601

Job Title

Quantitative Research Associate, AVP

Job Title Slug

quantitative-research-associate-avp

Minimum Education

Master's

Major Field of Study

See Section H.14

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

N

Accept Alternative Major Field of Study

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

24

Accept Alternative Job Title

See Section H.14

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

This position requires a Masters degree, or foreign equivalent, in Mathematical Finance, Applied Finance, Financial Economics or related field, and 2 years of work experience as a quantitative financial analyst or related quantitative finance role. Additionally, the applicant must have professional experience with 1 Creating original methodological solutions to quantitative finance problems; 2 Utilizing matrix algebra, calculus, numerical analysis; 3 Applied statistics skills including GLS, panel regression, quantile regressions, KalmanFilter estimation techniques; 4 Using portfolio optimization with linear and quadratic objective functions, linear and quadratic constraints, continuous and integer optimization variable types; 5 Scientific computational programming in R, MATLAB, Python; LaTeX scientific typesetting system; SQL database language skills; 6 FamaFrench and associated risk factor construction and application; tracking portfolio modeling; meanvariance portfolio optimization and CAPM theories; and 7 Machine learning techniques.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2021-12-21

SWA Job Order End Date

2022-01-20

Sunday Edition Newspaper

Y

First Newspaper Name

Chicago Tribune

First Advertisement Start Date

2021-12-26

Second Newspaper Ad Name

Chicago Tribune

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-01-02

Employer Website From Date

2021-12-14

Employer Website To Date

2022-02-22

Professional Organization Ad From Date

2023-01-01 17:58:30

Professional Organization Advertisement To Date

2023-01-01 17:58:30

Job Search Website From Date

2021-12-27

Job Search Website To Date

2022-01-10

Employee Referral Program From Date

2023-01-01 17:58:30

Employee Referral Program To Date

2023-01-01 17:58:30

Local Ethnic Paper From Date

2021-12-27

Local Ethnic Paper To Date

2021-12-27

Radio/TV Ad From Date

2023-01-01 17:58:30

Radio/TV Ad To Date

2023-01-01 17:58:30

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CHINA

Foreign Worker Birth Country

CHINA

Class of Admission

H-1B

Foreign Worker Education

Master's

Foreign Worker Information: Major

MATHEMATICAL FINANCE

Foreign Worker Years of Education Completed

2015

Foreign Worker Institution of Education

ILLINOIS INSTITUTE OF TECHNOLOGY

Foreign Worker Education Institution Address 1

10 W 35TH ST

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

CHICAGO

Foreign Worker Education Institution State/Province

IL

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

60616

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Jaimie L Finlon

Preparer Title

Associate

Preparer Email

fragomen-envestnet@fragomen.com

Employer Information Declaration Name

Attiya Williams

Employer Information Declaration Title

HR Program Specialist