Fiscal Year

2023

Case Number

A-22031-05206

Case Status

Certified

Received Date

2022-04-18

Decision Date

2023-01-12

Refile

N

Original File Date

2023-01-01 08:15:07

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

Morningstar Investment Management

Employer Name Slug

morningstar-investment-management

Employer Address 1

22 W Washington Street

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

3126966000

Employer Number of Employees

244

Employer Year Commenced Business

1999

NAICS Code

5239

FW Ownership Interest

N

Employer Contact Name

Ty Otis

Employer Contact Address 1

22 W Washington Street

Employer Contact Address 2

Employer Contact City

Chicago

Employer Contact State/Province

ILLINOIS

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

60602

Employer Contact Phone

3126966000

Employer Contact Email

ty.otis@morningstar.com

Agent Attorney Name

Tejas N Shah

Agent Attorney Firm Name

Barnes Thornburg LLP

Agent Attorney Phone

3122145619

Agent Attorney Address 1

1 N Wacker Drive

Agent Attorney Address 2

Suite 4400

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

P10021056102880

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level I

PW Wage

60341.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2021-07-20

PW Expiration Date

2022-06-30

Wage Offer From

65000.00

Wage Offer To

0.00

Average Salary

65000.00

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

Senior Investment Analyst

Job Title Slug

senior-investment-analyst

Minimum Education

Bachelor's

Major Field of Study

Finance, Economics, 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

24

Accept Alternative Job Title

Experience with Retirement Plan Market

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

2 years of experience analyzing funds using both returnsbased and holdingsbased style analysis using an institutionallevel software tool; 2 years of experience applying financial techniques from modern portfolio theory, including statistical analysis, meanvariance optimization, efficient frontiers, alpha, tracking error, Sharpe ratio, and information ratio; 2 years of experience analyzing open and closedend mutual funds, variable annuities, separate accounts, collective investment trusts, money markets, stable value and guaranteed investment contracts; and 2 years of experience working within a retirementspecific asset allocation framework that includes either glidepaths models, targetdate and targetrisk products, or a human capitalfinancial capitalfocused investing approach; 1 year of experience creating fundspecific portfolios for retirement accounts, plan sponsors, endowments, foundations, trusts, or pensions; and Proficiency in VLOOKUPs and HLOOKUPs, Pivot Charting, conditional formatting and nesting functions in Excel.

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

2021-11-09

SWA Job Order End Date

2021-12-09

Sunday Edition Newspaper

Y

First Newspaper Name

Chicago SunTimes

First Advertisement Start Date

2021-12-12

Second Newspaper Ad Name

Chicago SunTimes

Second Advertisement Type

Newspaper

Second Ad Start Date

2021-12-19

Employer Website From Date

2021-10-26

Employer Website To Date

2021-12-20

Professional Organization Ad From Date

2023-01-01 08:15:07

Professional Organization Advertisement To Date

2023-01-01 08:15:07

Job Search Website From Date

2021-12-14

Job Search Website To Date

2021-12-20

Employee Referral Program From Date

2023-01-01 08:15:07

Employee Referral Program To Date

2023-01-01 08:15:07

Local Ethnic Paper From Date

2021-12-11

Local Ethnic Paper To Date

2021-12-11

Radio/TV Ad From Date

2023-01-01 08:15:07

Radio/TV Ad To Date

2023-01-01 08:15:07

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

Not in USA

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

FINANCE AND ACCOUNTING

Foreign Worker Years of Education Completed

2017

Foreign Worker Institution of Education

BOSTON COLLEGE

Foreign Worker Education Institution Address 1

140 COMMONWEALTH AVENUE

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

CHESTNUT HILL

Foreign Worker Education Institution State/Province

MA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

2467

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

N

Employer Completed Application

N

Preparer Name

Tejas N Shah

Preparer Title

Attorney

Preparer Email

Tejas.Shah@btlaw.com

Employer Information Declaration Name

Tahele Otis

Employer Information Declaration Title

Immigration Coordinator