Fiscal Year

2024

Case Number

A-22272-31106

Case Status

Certified-Expired

Received Date

2022-11-07

Decision Date

2023-12-22

Refile

N

Original File Date

2024-01-01 00:27:13

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

Karlin Asset Management, Inc.

Employer Name Slug

karlin-asset-management-inc

Employer Address 1

11755 Wilshire Blvd Ste 1400

Employer Address 2

Employer City

Los Angeles

Employer City Slug

los-angeles

Employer State

CALIFORNIA

Employer State Slug

california

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

90025

Employer Phone

3108069700

Employer Number of Employees

35

Employer Year Commenced Business

2005

NAICS Code

523920

FW Ownership Interest

N

Employer Contact Name

Tracy McGregor

Employer Contact Address 1

11755 Wilshire Blvd. Suite 1400

Employer Contact Address 2

Employer Contact City

Los Angeles

Employer Contact State/Province

CALIFORNIA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

90025

Employer Contact Phone

3108069700

Employer Contact Email

tracy@karlinfund.com

Agent Attorney Name

TienLi Loke Walsh

Agent Attorney Firm Name

Loke Walsh Immigration Law, PC

Agent Attorney Phone

3104547920

Agent Attorney Address 1

10555 Jefferson Blvd.

Agent Attorney Address 2

Suite A

Agent Attorney City

Culver City

Agent Attorney State/Province

CALIFORNIA

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

90232

Agent Attorney Email

tl@lokewalsh.com

PW Track Number

P10021337741376

PW SOC Code

11-9199

PW SOC Title

Investment Fund Managers

PW Skill Level

Level II

PW Wage

117374.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2022-06-07

PW Expiration Date

2022-09-06

Wage Offer From

170000.00

Wage Offer To

0.00

Average Salary

170000.00

Wage Unit of Pay

Year

Worksite Address 1

11755 Wilshire Blvd.

Worksite Address 2

Suite 1400

Worksite City

Los Angeles

Worksite City Slug

los-angeles

Worksite State

CALIFORNIA

Worksite Postal Code

90025

Job Title

Investment Portfolio Manager

Job Title Slug

investment-portfolio-manager

Minimum Education

Bachelor's

Major Field of Study

Finance, Economics, Bus Admin or related

Required Training

N

Required Experience

Y

Required Experience Months

60

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Finance, Economics, Bus Admin or related

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

Investment mgmt or rel occups in financial research and analysis See H.14

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Requires a Bachelors degree in Finance, Economics, Business Administration or related field, plus five 5 years of progressive, postbaccalaureate investment management or related experience in financial research and analysis, including experience creating financial models and forecasts; identifying investment opportunities; monitoring relevant transactions and market conditions; valuing public and private companiesinvestments; maintaining and developing client relationships and industry contacts; and evaluating economic trends and data, including commoditiesbr br Experience must include one 1 year of analysis experience within the investment banking industry or MA; and preparing reports on investment case, including supporting evidence and quantitative analysisbr br Specific skills Also requires experience or knowledge in the following 1 Knowledge of capital raising options and impact on valuation of companiesinvestments; 2 Knowledge of Bloomberg, FactSet, and Microsoft Office including Excel, PowerPoint and Word; 3 Presenting investment ideas to senior management; and 4 Knowledge of business, corporate finance and accounting standardsbr br Any level of experience or knowledge in the specific skills is acceptable.

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

2022-07-13

SWA Job Order End Date

2022-08-15

Sunday Edition Newspaper

Y

First Newspaper Name

Los Angeles Times

First Advertisement Start Date

2022-06-12

Second Newspaper Ad Name

Los Angeles Times

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-06-19

Employer Website From Date

2024-01-01 00:27:13

Employer Website To Date

2024-01-01 00:27:13

Professional Organization Ad From Date

2024-01-01 00:27:13

Professional Organization Advertisement To Date

2024-01-01 00:27:13

Job Search Website From Date

2022-06-07

Job Search Website To Date

2022-07-11

Employee Referral Program From Date

2022-06-08

Employee Referral Program To Date

2022-07-08

Local Ethnic Paper From Date

2022-06-17

Local Ethnic Paper To Date

2022-06-23

Radio/TV Ad From Date

2024-01-01 00:27:13

Radio/TV Ad To Date

2024-01-01 00:27:13

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CANADA

Foreign Worker Birth Country

CANADA

Class of Admission

TN

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

ECONOMICS

Foreign Worker Years of Education Completed

2015

Foreign Worker Institution of Education

HARVARD UNIVERSITY

Foreign Worker Education Institution Address 1

86 BRATTLE STREET

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

CAMBRIDGE

Foreign Worker Education Institution State/Province

MA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

2138

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

TienLi Loke Walsh

Preparer Title

Attorney

Preparer Email

tl@lokewalsh.com

Employer Information Declaration Name

David Cohen

Employer Information Declaration Title

CEO