Fiscal Year

2024

Case Number

A-23025-92957

Case Status

Certified-Expired

Received Date

2023-01-25

Decision Date

2024-02-26

Refile

N

Original File Date

2024-01-01 00:38:53

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

GOELZER INVESTMENT MANAGEMENT

Employer Name Slug

goelzer-investment-management

Employer Address 1

111 MONUMENT CIRCLE

Employer Address 2

SUITE 500

Employer City

INDIANAPOLIS

Employer City Slug

indianapolis

Employer State

INDIANA

Employer State Slug

indiana

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

46204

Employer Phone

3172642609

Employer Number of Employees

27

Employer Year Commenced Business

1969

NAICS Code

52393

FW Ownership Interest

N

Employer Contact Name

Jeff Bush

Employer Contact Address 1

111 Monument Circle

Employer Contact Address 2

Suite 500

Employer Contact City

INDIANAPOLIS

Employer Contact State/Province

INDIANA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

46204

Employer Contact Phone

3172642606

Employer Contact Email

jbush@goelzerinc.com

Agent Attorney Name

Beata A Leja

Agent Attorney Firm Name

Minsky, McCormick Hallagan, P.C.

Agent Attorney Phone

3124276163

Agent Attorney Address 1

210 S Clark St

Agent Attorney Address 2

Suite 2025

Agent Attorney City

Chicago

Agent Attorney State/Province

ILLINOIS

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

60603

Agent Attorney Email

bleja@mmhpc.com

PW Track Number

P10022007816911

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level IV

PW Wage

97427.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2022-06-30

PW Expiration Date

2022-09-28

Wage Offer From

160650.36

Wage Offer To

0.00

Average Salary

160650.36

Wage Unit of Pay

Year

Worksite Address 1

111 Monument Circle

Worksite Address 2

Suite 500

Worksite City

Indianapolis

Worksite City Slug

indianapolis

Worksite State

INDIANA

Worksite Postal Code

46204

Job Title

Portfolio Manager

Job Title Slug

portfolio-manager

Minimum Education

Bachelor's

Major Field of Study

See H.14

Required Training

N

Required Experience

Y

Required Experience Months

60

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

60

Accept Alternative Job Title

See H.14

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

Position requires a Bachelors degree, or foreign equivalent, in Finance, or a closely related field of study, plus 5 years of experience in the job offered, or as an Analyst, Assistant Portfolio Manager, or similar experience in professional investment position. Must have 5 years of experience working with each of the following fundamental equity analysis, quantitative equity analysis, portfolio theory, equity portfolio risk management, quantitativeequitymodeling techniques; working with an equity portfolio management team including an experience with equity analysis, valuation, and portfolio management; using financial software such as Bloomberg or FactSet. Must have 2 years of experience with BQL, Bquant, Python, and VBA programming languages and tools. Option to work remotely is available.

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

2022-09-20

SWA Job Order End Date

2022-10-20

Sunday Edition Newspaper

Y

First Newspaper Name

Indianapolis Star

First Advertisement Start Date

2022-10-02

Second Newspaper Ad Name

Indianapolis Star

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-10-09

Employer Website From Date

2022-09-19

Employer Website To Date

2022-11-21

Professional Organization Ad From Date

2024-01-01 00:38:53

Professional Organization Advertisement To Date

2024-01-01 00:38:53

Job Search Website From Date

2022-10-10

Job Search Website To Date

2022-10-14

Employee Referral Program From Date

2024-01-01 00:38:53

Employee Referral Program To Date

2024-01-01 00:38:53

Local Ethnic Paper From Date

2022-10-07

Local Ethnic Paper To Date

2022-10-07

Radio/TV Ad From Date

2024-01-01 00:38:53

Radio/TV Ad To Date

2024-01-01 00:38:53

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

Master's

Foreign Worker Information: Major

FINANCE

Foreign Worker Years of Education Completed

2009

Foreign Worker Institution of Education

UNIVERSITY OF ILLINOIS AT URBANACHAMPAIGN

Foreign Worker Education Institution Address 1

202 COBLE HALL

Foreign Worker Education Institution Address 2

801 SOUTH WRIGHT STREET

Foreign Worker Education Institution City

CHAMPAIGN

Foreign Worker Education Institution State/Province

IL

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

61820

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Beata A Leja

Preparer Title

Principal

Preparer Email

bleja@mmhpc.com

Employer Information Declaration Name

Chris Cotterill

Employer Information Declaration Title

Chief Operating Officer