Fiscal Year

2024

Case Number

A-22229-07134

Case Status

Certified-Expired

Received Date

2022-12-23

Decision Date

2023-12-12

Refile

N

Original File Date

2024-01-01 00:24:32

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

FMR LLC

Employer Name Slug

fmr-llc

Employer Address 1

245 SUMMER STREET

Employer Address 2

Employer City

BOSTON

Employer City Slug

boston

Employer State

MASSACHUSETTS

Employer State Slug

massachusetts

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

2210

Employer Phone

617-563-6780

Employer Number of Employees

52000

Employer Year Commenced Business

1946

NAICS Code

52399

FW Ownership Interest

N

Employer Contact Name

Christina Jackson

Employer Contact Address 1

100 New Millennium Way

Employer Contact Address 2

Employer Contact City

Durham

Employer Contact State/Province

NORTH CAROLINA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

27709

Employer Contact Phone

(800) 835-5099

Employer Contact Email

christina.jackson@fmr.com

Agent Attorney Name

Russell B Swapp

Agent Attorney Firm Name

Seyfarth Shaw LLP

Agent Attorney Phone

(617) 946-4905

Agent Attorney Address 1

2 Seaport Lane Seaport East

Agent Attorney Address 2

Suite 1200

Agent Attorney City

Boston

Agent Attorney State/Province

MASSACHUSETTS

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

2210

Agent Attorney Email

dlsmith@seyfarth.com

PW Track Number

P10021309689743

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

N/A

PW Wage

94764.00

PW Unit of Pay

Year

PW Wage Source

Other

PW Determination Date

2022-04-29

PW Expiration Date

2022-07-28

Wage Offer From

120000.00

Wage Offer To

172700.00

Average Salary

146350.00

Wage Unit of Pay

Year

Worksite Address 1

245 Summer Street

Worksite Address 2

Worksite City

Boston

Worksite City Slug

boston

Worksite State

MASSACHUSETTS

Worksite Postal Code

2210

Job Title

Research Analyst

Job Title Slug

research-analyst

Minimum Education

Bachelor's

Major Field of Study

Finance, Economics, Accounting, Statistics

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Business Administration, Mathematics, or a closely related field

Accept Alternative Combination

Y

Accept Alternative Combination Education

Master's

Accept Alternative Combination Education Years

2

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

60

Accept Alternative Job Title

Job offered or performing fund research and manager selection across asset classes.

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

Education and Experiencebr br Bachelors degree or foreign education equivalent in Finance, Economics, Accounting, Statistics, Business Administration, Mathematics, or a closely related field and five 5 years of experience in the job offered or five 5 years of experience performing fund research and manager selection across asset classes.br br Or, alternatively, Masters degree or foreign education equivalent in Finance, Economics, Accounting, Statistics, Business Administration, Mathematics, or a closely related field and two 2 years of experience in the job offered or two 2 years of experience performing fund research and manager selection across asset classes.br br Skills and Knowledgebr br Candidate must also possessbr br Demonstrated Expertise DE analyzing and benchmarking mutual funds or institutional strategies by interviewing portfolio managers to assess strategic vision and investment strategy including, analyzing investment philosophies, resources and capabilities, portfolio construction processes, and performance assessment in economic regimes; and analyzing sources of risk and return, using Bloomberg, Excel, Factset, Morningstar Direct, and eVestment analytics.br br DE analyzing portfolio performance and risk exposures for fund managers across equities, fixed and high income, alternative asset classes, and mandates ESG; identifying and screening potential investment candidates, using Excel, Bloomberg, Factset, Morningstar Direct, and eVestment analytics; performing competitive fund manager analysis, using Bloomberg, Excel, Factset, Morningstar Direct, and eVestment analytics; and presenting fund analysis and investment recommendations to portfolio managers.br br DE collaborating with portfolio managers to provide input on asset and subasset class research and portfolio construction to aid in strategic or tactical portfolio positioning; and presenting recommendations and viewpoints in internal team and external client meetings.br br DE collaborating with quantitative analysts, data, and technology teams to create and improve reports and tools that assist in managing research processes fund performance attributions, macroeconomic dashboards, and asset class analysis.

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

2022-07-01

SWA Job Order End Date

2022-08-05

Sunday Edition Newspaper

Y

First Newspaper Name

The Boston Globe

First Advertisement Start Date

2022-07-17

Second Newspaper Ad Name

The Boston Globe

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-07-24

Employer Website From Date

2022-07-01

Employer Website To Date

2022-08-05

Professional Organization Ad From Date

2024-01-01 00:24:32

Professional Organization Advertisement To Date

2024-01-01 00:24:32

Job Search Website From Date

2022-07-01

Job Search Website To Date

2022-07-18

Employee Referral Program From Date

2022-07-01

Employee Referral Program To Date

2022-07-18

Local Ethnic Paper From Date

2024-01-01 00:24:32

Local Ethnic Paper To Date

2024-01-01 00:24:32

Radio/TV Ad From Date

2024-01-01 00:24:32

Radio/TV Ad To Date

2024-01-01 00:24:32

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

INDIA

Foreign Worker Birth Country

INDIA

Class of Admission

H-1B

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

ECONOMICS

Foreign Worker Years of Education Completed

2009

Foreign Worker Institution of Education

ANNAMALAI UNIVERSITY

Foreign Worker Education Institution Address 1

ANNAMALAI NAGAR

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

CHIDAMBARAM

Foreign Worker Education Institution State/Province

TAMIL NADU

Foreign Worker Education Institution Country

INDIA

Foreign Worker Education Institution Postal Code

608002

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Russell B Swapp

Preparer Title

Attorney

Preparer Email

dlsmith@seyfarth.com

Employer Information Declaration Name

Christina Jackson

Employer Information Declaration Title

Senior Immigration Specialist