Fiscal Year

2020

Case Number

A-19212-37641

Case Status

Certified-Expired

Received Date

2019-09-11

Decision Date

2019-12-26

Refile

N

Original File Date

2020-01-01 07:45:18

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

FMR LLC

Employer Name Slug

fmr-llc

Employer Address 1

245 SUMMER STREET

Employer Address 2

Employer City

BOSTON

Employer City Slug

boston

Employer State

MASSACHUSETTS

Employer State Slug

massachusetts

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

2210

Employer Phone

617-563-6780

Employer Number of Employees

40000

Employer Year Commenced Business

1946

NAICS Code

523999

FW Ownership Interest

N

Employer Contact Name

Jennifer Van Meter

Employer Contact Address 1

100300 New Millennium Way

Employer Contact Address 2

Employer Contact City

Durham

Employer Contact State/Province

NORTH CAROLINA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

27709

Employer Contact Phone

919-294-3973

Employer Contact Email

HRImmigrat@fmr.com

Agent Attorney Name

Russell B Swapp

Agent Attorney Firm Name

Seyfarth Shaw LLP

Agent Attorney Phone

(617) 946-4905

Agent Attorney Address 1

2 Seaport East Two Seaport Lane

Agent Attorney Address 2

Suite 300

Agent Attorney City

Boston

Agent Attorney State/Province

MASSACHUSETTS

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

2210

Agent Attorney Email

dswett@seyfarth.com

PW Track Number

P10018288348966

PW SOC Code

15-2031

PW SOC Title

Operations Research Analysts

PW Skill Level

Level II

PW Wage

57221.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2019-02-14

PW Expiration Date

2019-06-30

Wage Offer From

136000.00

Wage Offer To

212000.00

Average Salary

174000.00

Wage Unit of Pay

Year

Worksite Address 1

245 Summer Street

Worksite Address 2

Worksite City

Boston

Worksite City Slug

boston

Worksite State

MASSACHUSETTS

Worksite Postal Code

2210

Job Title

Director, Financial Solutions

Job Title Slug

director-financial-solutions

Minimum Education

Bachelor's

Major Field of Study

Accounting, Business Administration, Economics

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Finance, Statistics, Engineering, Mathematics, or a closely related field

Accept Alternative Combination

Y

Accept Alternative Combination Education

Master's

Accept Alternative Combination Education Years

4

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

72

Accept Alternative Job Title

Job offered or quantitative financial modeling for investment and financial planning.

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

Education and Experiencebr br Bachelors degree or foreign education equivalent in Accounting, Business Administration, Economics, Finance, Statistics, Engineering, Mathematics, or a closely related field and six 6 years of experience in the job offered or six 6 years of experience in quantitative financial modeling for investment and financial planning; Or, alternatively, a Masters degree or foreign education equivalent in Accounting, Business Administration, Economics, Finance, Statistics, Engineering, Mathematics, or a closely related field and four 4 years of experience in the job offered or four 4 years of experience in quantitative financial modeling for investment and financial planning.br br Skills and Knowledgebr br Candidate must also possessbr br Demonstrated Expertise DE conducting primary and secondary research to analyze customer financial planning and investing requirements, including integrating data from secondary research sources Cerulli, IRS pension plan limit and tax guidelines, and U.S. Housing and Urban Development with primary, customer surveybased research data models; and analyzing financial planning strategies savings rates, savings vehicle optimization, asset allocation and portfolio diversification, retirement income, and debt payment hierarchy for alignment with customer investment planning objectives.br br DE performing financial and quantitative modeling to build financial planning and investment advice models using Excel, VBA, and R to assist customers in the selection of the optimal investment mix, utilizing scenario analysis to evaluate the impact of savings, investment, and withdrawal strategies on financial goals.br br DE partnering with matrixed teams product, legal, and technology to implement financial planning advice methodologies savings hierarchies for tax efficiency and diversification for qualified retirement and health savings plans in the development of selfdirected, interactive planning tools and of industry whitepapers.br br DE designing, evaluating, and analyzing surveys to assess financial and emotional readiness of future retirees, including, analyzing readiness levels across segments gender, incomelevel, and age; performing asset liability modeling to examine retirement shortfalls; Monte Carlo simulations to assess retirement readiness and market confidence levels; and survey analysis, including integrating primary survey data with proprietary data on retirement account balances records.

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

2019-06-07

SWA Job Order End Date

2019-07-12

Sunday Edition Newspaper

Y

First Newspaper Name

The Boston Globe

First Advertisement Start Date

2019-06-16

Second Newspaper Ad Name

The Boston Globe

Second Advertisement Type

Newspaper

Second Ad Start Date

2019-06-23

Employer Website From Date

2019-06-07

Employer Website To Date

2019-07-12

Professional Organization Ad From Date

2020-01-01 07:45:18

Professional Organization Advertisement To Date

2020-01-01 07:45:18

Job Search Website From Date

2019-06-07

Job Search Website To Date

2019-06-28

Employee Referral Program From Date

2019-06-07

Employee Referral Program To Date

2019-06-21

Local Ethnic Paper From Date

2020-01-01 07:45:18

Local Ethnic Paper To Date

2020-01-01 07:45:18

Radio/TV Ad From Date

2020-01-01 07:45:18

Radio/TV Ad To Date

2020-01-01 07:45:18

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

L-1

Foreign Worker Education

Master's

Foreign Worker Information: Major

ENGINEERING

Foreign Worker Years of Education Completed

2008

Foreign Worker Institution of Education

INDIAN INSTITUTE OF TECHNOLOGY KHARAGPUR

Foreign Worker Education Institution Address 1

INDIAN INSTITUTE OF TECHNOLOGY

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

KHARAGPUR

Foreign Worker Education Institution State/Province

WEST BENGAL

Foreign Worker Education Institution Country

INDIA

Foreign Worker Education Institution Postal Code

721302

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Russell B Swapp

Preparer Title

Attorney

Preparer Email

dswett@seyfarth.com

Employer Information Declaration Name

Jennifer Van Meter

Employer Information Declaration Title

Senior Immigration Specialist