Fiscal Year

2024

Case Number

A-23122-36655

Case Status

Certified

Received Date

2023-05-18

Decision Date

2024-06-05

Refile

N

Original File Date

2024-01-01 01:36:34

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

MOELIS COMPANY GROUP LP

Employer Name Slug

moelis-company-group-lp

Employer Address 1

399 PARK AVENUE

Employer Address 2

4TH FLOOR

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

10022

Employer Phone

212 883 3800

Employer Number of Employees

700

Employer Year Commenced Business

2007

NAICS Code

5239

FW Ownership Interest

N

Employer Contact Name

Katherine Pimentel

Employer Contact Address 1

399 Park Avenue

Employer Contact Address 2

4th Floor

Employer Contact City

New York

Employer Contact State/Province

NEW YORK

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

10022

Employer Contact Phone

212-883-6742

Employer Contact Email

Katherine.Pimentel@moelis.com

Agent Attorney Name

TienLi Loke Walsh

Agent Attorney Firm Name

Loke Walsh Immigration Law, PC

Agent Attorney Phone

310-454-7920

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

P10022138182801

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

2022-12-06

PW Expiration Date

2023-06-30

Wage Offer From

250000.00

Wage Offer To

0.00

Average Salary

250000.00

Wage Unit of Pay

Year

Worksite Address 1

399 Park Ave

Worksite Address 2

4th Floor

Worksite City

New York

Worksite City Slug

new-york

Worksite State

NEW YORK

Worksite Postal Code

10022

Job Title

Vice President, Investment Banking

Job Title Slug

vice-president-investment-banking

Minimum Education

Bachelor's

Major Field of Study

Bus Admin, Econ, Finance, Accounting or related field

Required Training

N

Required Experience

Y

Required Experience Months

60

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Bus Admin, Econ, Finance, Accounting or 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

Financial management or rel analysis occups See H.14

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Requires a Bachelors degree in Business Administration, Economics, Finance, Accounting or related field, plus five 5 years of financial management or related analysis experience in the finance or investment banking industry, including experience in corporate finance; executing capital markets transactions; structuring and executing transactions within MA; performing financial research and valuation analysis; monitoring relevant transactions and market conditions; creating clientspecific financial models; and building and maintaining client relationships.br br Alternatively, will accept a Masters degree in Business Administration, Economics, Finance, Accounting or related field, plus two 2 years of financial management or related analysis experience in the finance or investment banking industry, including experience in corporate finance; executing capital markets transactions; structuring and executing transactions within MA; performing financial research and valuation analysis; monitoring relevant transactions and market conditions; creating clientspecific financial models; and building and maintaining client relationships.br br Experience must include one 1 year of experience managing or supervising junior level staff or team members; and creating client and pitch presentations including marketing materialsbr br Specific skills Also requires experience or knowledge in the following 1 Experience in debt and equity offerings and transactions; 2 Knowledge of capital markets public and private; 3 Knowledge of SP Capital IQ, Bloomberg and FactSet; 4 Experience using Microsoft Office including Excel, PowerPoint and Word; and 5 Knowledge of accounting principles and financial statement accountsbr br Any level of experience or knowledge in the specific skills is acceptable.br br Must have Series 7, 79 and 63 licenses.br br Mr. Jonathan Zachary Rand obtained his Series 7 on 06102021; Series 79 on 11162019; and Series 63 on 09122019.

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

2023-02-09

SWA Job Order End Date

2023-03-11

Sunday Edition Newspaper

Y

First Newspaper Name

New York Times

First Advertisement Start Date

2023-02-12

Second Newspaper Ad Name

New York Times

Second Advertisement Type

Newspaper

Second Ad Start Date

2023-02-19

Employer Website From Date

2023-02-09

Employer Website To Date

2023-03-13

Professional Organization Ad From Date

2024-01-01 01:36:34

Professional Organization Advertisement To Date

2024-01-01 01:36:34

Job Search Website From Date

2023-02-10

Job Search Website To Date

2023-03-13

Employee Referral Program From Date

2024-01-01 01:36:34

Employee Referral Program To Date

2024-01-01 01:36:34

Local Ethnic Paper From Date

2023-02-13

Local Ethnic Paper To Date

2023-02-13

Radio/TV Ad From Date

2024-01-01 01:36:34

Radio/TV Ad To Date

2024-01-01 01:36:34

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

Master's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2018

Foreign Worker Institution of Education

UNIVERSITY OF TORONTO

Foreign Worker Education Institution Address 1

105 ST. GEORGE ST.

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

TORONTO

Foreign Worker Education Institution State/Province

ONTARIO

Foreign Worker Education Institution Country

CANADA

Foreign Worker Education Institution Postal Code

M5S3E6

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

Shelby Tillett

Employer Information Declaration Title

Executive Director, Human Capital Management