Fiscal Year

2024

Case Number

A-22330-63279

Case Status

Certified-Expired

Received Date

2022-12-02

Decision Date

2023-11-08

Refile

N

Original File Date

2024-01-01 00:15:32

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

P10022004805729

PW SOC Code

11-3031

PW SOC Title

Financial Managers

PW Skill Level

Level IV

PW Wage

248581.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2022-08-05

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

Bachelor's

Major Field of Study

Mathematics

Required Training

N

Required Experience

Y

Required Experience Months

60

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Finance, Actuarial Science, 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

60

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 five 5 years of experience with analysis of Balance Sheet and Income Statement; accounting principles U.S. GAAP; building financial models in the context of transaction structures; valuation analyses including discounted cash flows; and monitoring and analyzing regulatory developments to determine impact on transaction structuring and execution.br br Requires four 4 years of experience with covering reinsurance and insurance including life and annuity; accounting principles including insurancespecific Statutory Accounting Principles SAP; extracting information from financial statements including revenue, profitability margins, capitalization, capital investments, and debt and equity payments; building financial models in Microsoft Excel with operating drivers across financial statements; building proforma financial statements in Microsoft Excel; building models to assess and quantify strategic financing; preparing capital allocation and return on capital analyses; and drafting due diligence lists.br br Requires two 2 years of experience with covering reinsurance and insurance including property, and casualty, insurance services including brokers, third party administrators, managing general agents MGAs, and managing general underwriters MGUs, and insurtech sectors; capital raising transactions; mergers and acquisitions MA; Initial Public Offerings IPOs; Followon offerings; investment grade and highyield debt; analysis of Cash Flow Statements; extracting information from financial statements including operating and capital leases; building models to assess and quantify MA options; valuation analyses including transaction and trading multiples, discounted equity value, accretion and dilution analysis, Return on Invested Capital ROIC, Internal Rate of Return IRR, and Multiple of Invested Capital MOIC; and offering memorandums for the SEC S1s, F1s, and S4s, confidential information memorandums CIMs, and investor presentations.

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

2022-09-09

SWA Job Order End Date

2022-10-09

Sunday Edition Newspaper

Y

First Newspaper Name

The New York Times

First Advertisement Start Date

2022-10-09

Second Newspaper Ad Name

The New York Times

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-10-16

Employer Website From Date

2022-09-09

Employer Website To Date

2022-10-27

Professional Organization Ad From Date

2024-01-01 00:15:32

Professional Organization Advertisement To Date

2024-01-01 00:15:32

Job Search Website From Date

2022-10-10

Job Search Website To Date

2022-10-24

Employee Referral Program From Date

2024-01-01 00:15:32

Employee Referral Program To Date

2024-01-01 00:15:32

Local Ethnic Paper From Date

2022-10-12

Local Ethnic Paper To Date

2022-10-12

Radio/TV Ad From Date

2024-01-01 00:15:32

Radio/TV Ad To Date

2024-01-01 00:15:32

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CANADA

Foreign Worker Birth Country

SERBIA AND MONTENEGRO

Class of Admission

H-1B

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

MATHEMATICS AND BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2011

Foreign Worker Institution of Education

UNIVERSITY OF WATERLOO

Foreign Worker Education Institution Address 1

200 UNIVERSITY AVE W

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

WATERLOO

Foreign Worker Education Institution State/Province

ONTARIO

Foreign Worker Education Institution Country

CANADA

Foreign Worker Education Institution Postal Code

N2L 3G1

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