Fiscal Year

2024

Case Number

A-22300-47108

Case Status

Certified-Expired

Received Date

2022-11-18

Decision Date

2023-10-05

Refile

N

Original File Date

2024-01-01 00:02:33

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

MORGAN STANLEY CO. LLC

Employer Name Slug

morgan-stanley-co-llc

Employer Address 1

1585 BROADWAY

Employer Address 2

Employer City

NEW YORK

Employer City Slug

new-york

Employer State

NEW YORK

Employer State Slug

new-york

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

10036

Employer Phone

212-761-4000

Employer Number of Employees

47201

Employer Year Commenced Business

1935

NAICS Code

523110

FW Ownership Interest

N

Employer Contact Name

Joanna Lau

Employer Contact Address 1

1585 BROADWAY

Employer Contact Address 2

18th Floor

Employer Contact City

New York

Employer Contact State/Province

NEW YORK

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

10036

Employer Contact Phone

212-761-9436

Employer Contact Email

joanna.lau@morganstanley.com

Agent Attorney Name

Katie W Desmond

Agent Attorney Firm Name

Ogletree Deakins

Agent Attorney Phone

919 787 9700

Agent Attorney Address 1

P.O. Box 31608

Agent Attorney Address 2

Agent Attorney City

Raleigh

Agent Attorney State/Province

NORTH CAROLINA

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

27622

Agent Attorney Email

katie.desmond@ogletreedeakins.com

PW Track Number

P10022046903817

PW SOC Code

13-2051.00

PW SOC Title

Financial and Investment Analysts

PW Skill Level

Level III

PW Wage

133370.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2022-08-18

PW Expiration Date

2023-06-30

Wage Offer From

275000.00

Wage Offer To

0.00

Average Salary

275000.00

Wage Unit of Pay

Year

Worksite Address 1

1585 Broadway

Worksite Address 2

Worksite City

New York

Worksite City Slug

new-york

Worksite State

NEW YORK

Worksite Postal Code

10036

Job Title

Vice President, Investment Banking

Job Title Slug

vice-president-investment-banking

Minimum Education

Master's

Major Field of Study

Business Administration

Required Training

N

Required Experience

Y

Required Experience Months

36

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Finance, or related 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

Vice President, Associate, or related occupation in the financial services field.

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Requires three 3 years of experience with Valuation methodologies including discounted cash flow DFC analysis, leverage buyout LBO analysis, precedent transactions, public trading multiples, sumoftheparts analysis, future share price analysis, abilitytopay analysis, and accretiondilution analysis; business, financial and operational due diligence; collecting, synthesizing, and analyzing income statements, balance sheets, cash flow statements, business and customer key performance indicators, financial statement ratios, revenue projection models, cost benchmarking data, and taxrelated attributes and projections; employee productivity metrics; sales metrics; drafting of written marketing materials and presentations related to mergers and acquisitions, including confidential information memorandums, management presentations, and fireside chat presentations; analyzing key drivers of value in the context of mergers and acquisitions including reviewing working capital projections, potential tax benefits or leakage, quality of earnings reports and related adjustments, vendor due diligence reports, triggering of equity or equitylike instruments and associated potential ownership dilution, debt and debtlike adjustments to purchase price, earnouts, warrants, and net proceeds waterfall analyses; organizing, scheduling and conducting meetings between clients and their counterparties for due diligence purposes; reviewing, summarizing and providing support in the drafting of key transaction documents including nondisclosure agreements, engagement letters, term sheets, purchase agreements, merger agreements and regulatory filings.

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

2022-08-19

SWA Job Order End Date

2022-09-19

Sunday Edition Newspaper

Y

First Newspaper Name

The New York Times

First Advertisement Start Date

2022-08-21

Second Newspaper Ad Name

The New York Times

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-08-28

Employer Website From Date

2022-08-19

Employer Website To Date

2022-09-28

Professional Organization Ad From Date

2024-01-01 00:02:33

Professional Organization Advertisement To Date

2024-01-01 00:02:33

Job Search Website From Date

2022-08-22

Job Search Website To Date

2022-09-05

Employee Referral Program From Date

2024-01-01 00:02:33

Employee Referral Program To Date

2024-01-01 00:02:33

Local Ethnic Paper From Date

2022-08-24

Local Ethnic Paper To Date

2022-08-24

Radio/TV Ad From Date

2024-01-01 00:02:33

Radio/TV Ad To Date

2024-01-01 00:02:33

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

BRAZIL

Foreign Worker Birth Country

BRAZIL

Class of Admission

H-1B

Foreign Worker Education

Master's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2016

Foreign Worker Institution of Education

NORTHWESTERN UNIVERSITY

Foreign Worker Education Institution Address 1

2211 CAMPUS DR.

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

EVANSTON

Foreign Worker Education Institution State/Province

IL

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

60208

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Katie W Desmond

Preparer Title

Of Counsel

Preparer Email

katie.desmond@ogletreedeakins.com

Employer Information Declaration Name

Joanna Lau

Employer Information Declaration Title

Principal Resource Specialist