Fiscal Year

2020

Case Number

A-20071-29564

Case Status

Certified

Received Date

2020-04-03

Decision Date

2020-08-27

Refile

N

Original File Date

2020-01-01 19:53:58

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

Ivy Investment Management Company

Employer Name Slug

ivy-investment-management-company

Employer Address 1

6300 Lamar Ave

Employer Address 2

Employer City

Overland Park

Employer City Slug

overland-park

Employer State

KANSAS

Employer State Slug

kansas

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

66202

Employer Phone

9132362300

Employer Number of Employees

108

Employer Year Commenced Business

2002

NAICS Code

523920

FW Ownership Interest

N

Employer Contact Name

Ricardo Rodriguez

Employer Contact Address 1

6300 Lamar Ave

Employer Contact Address 2

Employer Contact City

Overland Park

Employer Contact State/Province

KANSAS

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

66202

Employer Contact Phone

9132362300

Employer Contact Email

rrodriguez1@waddell.com

Agent Attorney Name

David W Johnson

Agent Attorney Firm Name

Gibney, Anthony Flaherty, LLP

Agent Attorney Phone

2127059828

Agent Attorney Address 1

665 Fifth Avenue

Agent Attorney Address 2

Agent Attorney City

New York

Agent Attorney State/Province

NEW YORK

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

10022

Agent Attorney Email

djohnson@gibney.com

PW Track Number

P10019221037462

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level IV

PW Wage

101005.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2019-12-09

PW Expiration Date

2020-06-30

Wage Offer From

140000.00

Wage Offer To

0.00

Average Salary

140000.00

Wage Unit of Pay

Year

Worksite Address 1

6300 Lamar Ave.

Worksite Address 2

Worksite City

Overland Park

Worksite City Slug

overland-park

Worksite State

KANSAS

Worksite Postal Code

66202

Job Title

Global Equity Analyst

Job Title Slug

global-equity-analyst

Minimum Education

Master's

Major Field of Study

Business Administration or a related field

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

36

Accept Alternative Job Title

Position offered or as an Investment Analyst, Portfolio Manager or a related position

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

Full term of required experience must include performing quantitative research and bottomup, financial analysis to develop short and longterm financial forecasts within the consumer sector; designing, developing and implementing detailed financial forecasts and models to identify new global investment opportunities with a focus on Chinese and other emerging markets in AsiaPac; monitoring risk measures, monitoring existing holdings, optimizing portfolios and implementing strategies that enhance portfolio returns and mitigate risk; performing market analysis to identify drivers of global consumer trends and demographic trends, as well as their implications on investments; attending industry conferences and researching company earnings to gain insights into new developments and maintain uptodate industry knowledge; presenting industry and company performance research results to portfolio managers; development and use of macros to build detailed financial models and screen equities in Microsoft Excel; and utilizing expertise in data management tools including Fact Set and Bloomberg to obtain appropriate industry, economic and market data. Travel for investment research required up to 20 of time.

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

2019-10-17

SWA Job Order End Date

2019-11-18

Sunday Edition Newspaper

Y

First Newspaper Name

The Kansas City Star

First Advertisement Start Date

2019-10-27

Second Newspaper Ad Name

The Kansas City Star

Second Advertisement Type

Newspaper

Second Ad Start Date

2019-11-03

Employer Website From Date

2019-10-14

Employer Website To Date

2019-10-28

Professional Organization Ad From Date

2020-01-01 19:53:58

Professional Organization Advertisement To Date

2020-01-01 19:53:58

Job Search Website From Date

2019-10-31

Job Search Website To Date

2019-11-13

Employee Referral Program From Date

2019-10-16

Employee Referral Program To Date

2019-10-31

Local Ethnic Paper From Date

2020-01-01 19:53:58

Local Ethnic Paper To Date

2020-01-01 19:53:58

Radio/TV Ad From Date

2020-01-01 19:53:58

Radio/TV Ad To Date

2020-01-01 19:53:58

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

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2014

Foreign Worker Institution of Education

UNIVERSITY OF WISCONSIN MADISON

Foreign Worker Education Institution Address 1

975 UNIVERSITY AVE.

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

MADISON

Foreign Worker Education Institution State/Province

WI

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

53706

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

David W Johnson

Preparer Title

Partner

Preparer Email

djohnson@gibney.com

Employer Information Declaration Name

Ricardo Rodriguez

Employer Information Declaration Title

VP, Human Resources