Fiscal Year

2020

Case Number

A-20079-32651

Case Status

Certified

Received Date

2020-04-01

Decision Date

2020-08-25

Refile

N

Original File Date

2020-01-01 19:55:33

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

MORNINGSTAR, INC.

Employer Name Slug

morningstar-inc

Employer Address 1

22 W WASHINGTON ST

Employer Address 2

Employer City

CHICAGO

Employer City Slug

chicago

Employer State

ILLINOIS

Employer State Slug

illinois

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

60602

Employer Phone

312-696-6000

Employer Number of Employees

4975

Employer Year Commenced Business

1984

NAICS Code

5239

FW Ownership Interest

N

Employer Contact Name

Lisa McGarrity

Employer Contact Address 1

22 W. WASHINGTON ST.

Employer Contact Address 2

Employer Contact City

CHICAGO

Employer Contact State/Province

ILLINOIS IL

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

60602

Employer Contact Phone

312-696-6108

Employer Contact Email

lisa.mcgarrity@morningstar.com

Agent Attorney Name

Tejas Shah

Agent Attorney Firm Name

Barnes Thornburg LLP

Agent Attorney Phone

3122145619

Agent Attorney Address 1

One North Wacker Drive, Suite 4400

Agent Attorney Address 2

Agent Attorney City

Chicago

Agent Attorney State/Province

ILLINOIS

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

60606

Agent Attorney Email

Tejas.Shah@btlaw.com

PW Track Number

P10019325160135

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level I

PW Wage

57221.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2020-03-13

PW Expiration Date

2020-06-30

Wage Offer From

69000.00

Wage Offer To

0.00

Average Salary

69000.00

Wage Unit of Pay

Year

Worksite Address 1

22 W. Washington Street

Worksite Address 2

Worksite City

Chicago

Worksite City Slug

chicago

Worksite State

ILLINOIS

Worksite Postal Code

60602

Job Title

Business Analyst, Data Services

Job Title Slug

business-analyst-data-services

Minimum Education

Bachelor's

Major Field of Study

Finance, Business Administration or relevant 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

24

Accept Alternative Job Title

Data Research Analyst, Financial Product Specialist or related

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

2 YEARS OF BUSINESS ANALYSIS ANDOR DATA ANALYSIS EXPERIENCEbr 2 YEARS OF EXPERIENCE WITH MORNINGSTAR SOFTWARE AND DATA, OR SIMILAR SOFTWARE PROGRAMS SUCH AS BLOOMBERG, EVESTMENT, FACTSET, ETC.br 2 YEARS OF EXPERIENCE WITH MANAGED INVESTMENT DATA AND ANY PORTFOLIO MANAGEMENT SOFTWARE TARGETED FOR INSTITUTIONS AND FINANCIALbr MANAGEMENT PROFESSIONALSbr 2 YEARS OF EXPERIENCE IN THE FINANCIAL DATA SERVICES INDUSTRYbr 2 YEARS OF EXPERIENCE WITH THE CALCULATION METHODOLOGY FOR EQUITY, FUND, AND FIXED INCOME PRODUCTS, INCLUDING PORTFOLIO AGGREGATION,br HOLDINGBASED ANALYSIS, AND RETURNBASED ANALYSIS.br EXPERIENCE WITH FINANCIAL DATA ANALYSIS AND MODELING USING EXCEL 2 YEARS AND SQL 1 YEARbr CFA CHARTER HOLDER MUST HAVE COMPLETED A MINIMUM OF LEVEL 1br 2 YEARS OF EXPERIENCE WITH PORTFOLIORELATED CALCULATION INCLUDING BUT NOT LIMITED TO ASSET ALLOCATION, REGIONAL ASSET BREAKDOWNS, SOCIALLYbr RESPONSIBLE INVESTING ESG, AND EQUITYFIXEDINCOME PORTFOLIO STATISTICS.br 1 YEAR OF EXPERIENCE WORKING WITH DATA PRIVACY SOFTWARE IN THE FINANCIAL SERVICES INDUSTRY TO PROTECT CLIENT DATA.

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

2020-01-08

SWA Job Order End Date

2020-02-10

Sunday Edition Newspaper

Y

First Newspaper Name

Chicago SunTimes

First Advertisement Start Date

2020-01-12

Second Newspaper Ad Name

Chicago SunTimes

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-01-19

Employer Website From Date

2020-01-07

Employer Website To Date

2020-02-10

Professional Organization Ad From Date

2020-01-01 19:55:33

Professional Organization Advertisement To Date

2020-01-01 19:55:33

Job Search Website From Date

2020-01-14

Job Search Website To Date

2020-01-20

Employee Referral Program From Date

2020-01-01 19:55:33

Employee Referral Program To Date

2020-01-01 19:55:33

Local Ethnic Paper From Date

2020-01-11

Local Ethnic Paper To Date

2020-01-11

Radio/TV Ad From Date

2020-01-01 19:55:33

Radio/TV Ad To Date

2020-01-01 19:55:33

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

SOUTH KOREA

Foreign Worker Birth Country

SOUTH KOREA

Class of Admission

F-1

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2017

Foreign Worker Institution of Education

WASHINGTON UNIVERSITY IN SAINT LOUIS

Foreign Worker Education Institution Address 1

ONE BROOKINGS DRIVE

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

ST. LOUIS

Foreign Worker Education Institution State/Province

MO

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

63130

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Tejas Shah

Preparer Title

Partner

Preparer Email

tejas.shah@btlaw.com

Employer Information Declaration Name

Ty Otis

Employer Information Declaration Title

Immigration Coordinator