Fiscal Year

2020

Case Number

A-19207-36193

Case Status

Withdrawn

Received Date

2019-09-30

Decision Date

2020-06-10

Refile

N

Original File Date

2020-01-01 07:43:45

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

JP MORGAN CHASE CO

Employer Name Slug

jp-morgan-chase-co

Employer Address 1

10 SOUTH DEARBORN STREET

Employer Address 2

IL10043

Employer City

CHICAGO

Employer City Slug

chicago

Employer State

ILLINOIS

Employer State Slug

illinois

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

60603

Employer Phone

312-732-2655

Employer Number of Employees

170000

Employer Year Commenced Business

1838

NAICS Code

551112

FW Ownership Interest

N

Employer Contact Name

Jennifer R Shapiro

Employer Contact Address 1

10 South Dearborn Street

Employer Contact Address 2

IL10801

Employer Contact City

Chicago

Employer Contact State/Province

ILLINOIS

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

60603

Employer Contact Phone

312-732-2655

Employer Contact Email

jennifer.r.shapiro@jpmchase.com

Agent Attorney Name

Peter B Bade

Agent Attorney Firm Name

Berry Appleman Leiden LLP

Agent Attorney Phone

925-378-6377

Agent Attorney Address 1

100 Pringle Ave

Agent Attorney Address 2

Suite 300

Agent Attorney City

Walnut Creek

Agent Attorney State/Province

CALIFORNIA

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

94596

Agent Attorney Email

pbade@balglobal.com

PW Track Number

P10018309321411

PW SOC Code

13-2052

PW SOC Title

Personal Financial Advisors

PW Skill Level

Level IV

PW Wage

221749.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2019-03-18

PW Expiration Date

2019-06-30

Wage Offer From

225000.00

Wage Offer To

0.00

Average Salary

225000.00

Wage Unit of Pay

Year

Worksite Address 1

320 Park Avenue

Worksite Address 2

Worksite City

New York

Worksite City Slug

new-york

Worksite State

NEW YORK

Worksite Postal Code

10022

Job Title

Investor Executive Director

Job Title Slug

investor-executive-director

Minimum Education

Bachelor's

Major Field of Study

Business, Finance, Economics, or related field

Required Training

N

Required Experience

Y

Required Experience Months

120

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Business, Finance, Economics, or related field

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

120

Accept Alternative Job Title

Private Banking or Financial Servicesrelated occupation

Job Opportunity Requirements Normal

N

Foreign Language Required

Y

Specific Skills

Employer will accept Bachelors degree in Business, Finance, Economics, or related field followed by 10 years of progressive, postbaccalaureate work experience in job offered, or 10 years of progressive, postbaccalaureate work experience in an Private Banking or Financial Servicesrelated occupation. Portuguese fluency, written and oral, is required. Some travel, up to 30, may be required to work on projects at various unanticipated sites internationally. Position requiresbr 1. Working with hedge funds, private equity, and alternative investments, including the main industry players, their different strategies, sources of return and drivers, and how they fit and complement portfolios;br br 2. Providing complex investment solutions to, singlemulti family offices, ultrahighnet worth families andor Individuals, as well as endowments and foundations;br br 3. Advising on wealth management solutions for clients, including credit, deposits, trust and financial planning;br br 4. Provide tradingexecution services across all asset classes, often involving large volume complex transactions in the derivative space. Must understand and be versatile in trading across these asset classes;br br 5. Cross asset class trading, including Fixed Income, equities, FX, and derivatives, as well as generation of trade ideas across asset classes;br br 6. Sales experience including profiling, overcoming objections, negotition, team selling approach, closing sales, and asking for referrals;br br 7. Conducting operations within FINRA and other regulatory agency guidelines and requirements;br br 8. Portfolio management, portfolio constructionAsset allocation, including utilizing financial instruments and vehicles, including, but not limited to equities, fixed income, structured products, derivatives, hedge funds, private equity, and long only mutual funds;br br 9. Knowledge of hedge funds, private equity, and other alternative investments, including direct private investments;br br 10. Detailed understanding of risk parameters and regulations around our product offering and client interaction; and,br br 11. Institutional capital markets coverage experience with an emphasis on absolute return focused client.br br Additional Information It is important for the Investor Executive Director to be fluent in Portuguese written and oral, as this position is responsible for deepening and strengthening existing client relationships in the Brazil region, where the primary language is Portuguese. It ensures that our client base in the regions is serviced properly, and that existing client relationships are strengthened, as clients prefer to maintain a financial and investment planning relationship with the business due to our multilingual services. For the abovestated reasons, fluency in Portuguese written and oral is required for the Investor Executive Director role.

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

2019-04-05

SWA Job Order End Date

2019-05-06

Sunday Edition Newspaper

Y

First Newspaper Name

The New York Times

First Advertisement Start Date

2019-04-07

Second Newspaper Ad Name

The New York Times

Second Advertisement Type

Newspaper

Second Ad Start Date

2019-04-14

Employer Website From Date

2019-04-05

Employer Website To Date

2019-04-12

Professional Organization Ad From Date

2020-01-01 07:43:45

Professional Organization Advertisement To Date

2020-01-01 07:43:45

Job Search Website From Date

2019-04-05

Job Search Website To Date

2019-04-12

Employee Referral Program From Date

2020-01-01 07:43:45

Employee Referral Program To Date

2020-01-01 07:43:45

Local Ethnic Paper From Date

2019-04-08

Local Ethnic Paper To Date

2019-04-08

Radio/TV Ad From Date

2020-01-01 07:43:45

Radio/TV Ad To Date

2020-01-01 07:43:45

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

BRAZIL

Foreign Worker Birth Country

BRAZIL

Class of Admission

L-1

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2003

Foreign Worker Institution of Education

ARMANDO ALVARES PENTEADO FOUNDATION

Foreign Worker Education Institution Address 1

RUA ALAGOAS, 903

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

SO PAULO

Foreign Worker Education Institution State/Province

SO PAULO

Foreign Worker Education Institution Country

BRAZIL

Foreign Worker Education Institution Postal Code

1242

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Peter B Bade

Preparer Title

Senior Associate Attorney

Preparer Email

pbade@balglobal.com

Employer Information Declaration Name

Jennifer R Shapiro

Employer Information Declaration Title

Executive Director Assistant General Counsel