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Case Number: A-23142-45521

Fiscal year: 2024

Fiscal Year

2024

Case Number

A-23142-45521

Case Status

Certified

Received Date

2023-05-23

Decision Date

2024-06-03

Refile

N

Original File Date

2024-01-01 01:33:19

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

MORGAN STANLEY INVESTMENT MGMT., INC.

Employer Name Slug

morgan-stanley-investment-mgmt-inc

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

212-762-4000

Employer Number of Employees

51937

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

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

Katherine MacIlwaine

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

katherine.macIlwaine@ogletreedeakins.com

PW Track Number

P10022151225083

PW SOC Code

13-2051

PW SOC Title

Financial and Investment Analysts

PW Skill Level

N/A

PW Wage

123346.00

PW Unit of Pay

Year

PW Wage Source

Other

PW Determination Date

2023-01-10

PW Expiration Date

2023-06-30

Wage Offer From

130000.00

Wage Offer To

0.00

Average Salary

130000.00

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

Portfolio Management Associate

Job Title Slug

portfolio-management-associate

Minimum Education

Master's

Major Field of Study

Accounting

Required Training

N

Required Experience

Y

Required Experience Months

36

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Finance, or a 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

Assurance Associate, Portfolio Manager, or a related occupation

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Requires three 3 years of experience with Bloomberg; Microsoft Office applications including Excel, PowerPoint, and Word; Tableau; US GAAP; IFRS; Hedging Assessments; Financial models; Derivative Analysis; Analyzing Financial Statements; and Financial Reporting. Requires CPA Certification.

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

2023-02-13

SWA Job Order End Date

2023-03-17

Sunday Edition Newspaper

Y

First Newspaper Name

The New York Times

First Advertisement Start Date

2023-02-26

Second Newspaper Ad Name

The New York Times

Second Advertisement Type

Newspaper

Second Ad Start Date

2023-03-05

Employer Website From Date

2023-02-13

Employer Website To Date

2023-03-21

Professional Organization Ad From Date

2024-01-01 01:33:19

Professional Organization Advertisement To Date

2024-01-01 01:33:19

Job Search Website From Date

2023-02-25

Job Search Website To Date

2023-03-13

Employee Referral Program From Date

2024-01-01 01:33:19

Employee Referral Program To Date

2024-01-01 01:33:19

Local Ethnic Paper From Date

2023-03-01

Local Ethnic Paper To Date

2023-03-01

Radio/TV Ad From Date

2024-01-01 01:33:19

Radio/TV Ad To Date

2024-01-01 01:33:19

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CHINA

Foreign Worker Birth Country

CHINA

Class of Admission

H-1B

Foreign Worker Education

Master's

Foreign Worker Information: Major

ACCOUNTING

Foreign Worker Years of Education Completed

2017

Foreign Worker Institution of Education

NEW YORK UNIVERSITY

Foreign Worker Education Institution Address 1

383 LAFAYETTE ST

Foreign Worker Education Institution Address 2

3RD FLOOR

Foreign Worker Education Institution City

NEW YORK

Foreign Worker Education Institution State/Province

NY

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

10003

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Katherine MacIlwaine

Preparer Title

Shareholder

Preparer Email

katherine.macIlwaine@ogletreedeakins.com

Employer Information Declaration Name

Joanna Lau

Employer Information Declaration Title

Principal Resource Specialist