Fiscal Year

2020

Case Number

A-19315-81602

Case Status

Certified

Received Date

2019-12-11

Decision Date

2020-05-01

Refile

N

Original File Date

2020-01-01 08:16:30

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

GEODE CAPITAL MANAGEMENT LLC

Employer Name Slug

geode-capital-management-llc

Employer Address 1

100 SUMMER STREET

Employer Address 2

12TH FLOOR

Employer City

BOSTON

Employer City Slug

boston

Employer State

MASSACHUSETTS

Employer State Slug

massachusetts

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

2110

Employer Phone

6175637128

Employer Number of Employees

122

Employer Year Commenced Business

2003

NAICS Code

523999

FW Ownership Interest

N

Employer Contact Name

Julie Coote

Employer Contact Address 1

100 Summer Street

Employer Contact Address 2

12th Floor

Employer Contact City

Boston

Employer Contact State/Province

MASSACHUSETTS

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

2110

Employer Contact Phone

6175637128

Employer Contact Email

julie.coote@geodecapital.com

Agent Attorney Name

Russell B Swapp

Agent Attorney Firm Name

Seyfarth Shaw LLP

Agent Attorney Phone

6179464905

Agent Attorney Address 1

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

P10019129112713

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level II

PW Wage

85010.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2019-09-09

PW Expiration Date

2020-06-30

Wage Offer From

85101.00

Wage Offer To

130250.00

Average Salary

107675.50

Wage Unit of Pay

Year

Worksite Address 1

100 Summer Street

Worksite Address 2

12th Floor

Worksite City

Boston

Worksite City Slug

boston

Worksite State

MASSACHUSETTS

Worksite Postal Code

2210

Job Title

Senior Performance Attribution Analyst

Job Title Slug

senior-performance-attribution-analyst

Minimum Education

Bachelor's

Major Field of Study

Accounting, Business Administration, Economics

Required Training

N

Required Experience

Y

Required Experience Months

3

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Finance, Statistics, Mathematics or a closely related field

Accept Alternative Combination

Y

Accept Alternative Combination Education

Master's

Accept Alternative Combination Education Years

1

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

36

Accept Alternative Job Title

Job offered or performing performance database maintenance, monitoring, enhancement CONTD H.14

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

CONTD FROM H.10B and data verification, using SQL.br br Education and Experiencebr br Bachelors degree or foreign education equivalent in Accounting, Business Administration, Economics, Finance, Statistics, Mathematics or a closely related field and three 3 years of experience in the job offered or three 3 years of experience performing investment performance database maintenance, monitoring, enhancement, and data verification, using SQL;br br Or, alternatively, Masters degree or foreign education equivalent in Accounting, Business Administration, Finance, Statistics, Mathematics, or a closely related field and one 1 year of experience in the job offered or one 1 year of experience performing investment performance database maintenance, monitoring, enhancement, and data verification, using SQL.br br Skills and Knowledgebr br Candidate must also possessbr br Demonstrated Expertise DE developing performance attribution methodologies to reflect investment results, using SQL and R; analyzing contributors to performance variance cash drag, trade slippage, asset allocation and security selection, trading cost, securities lending, and taxation to measure and evaluate portfolio management skills; testing attribution models and procedures to interpret excess return for investment strategies equity index, quant active, and commodity; and testing data frames and feeds from accounting systemsvendors to main internal control, using R packages odbc and dply and SQL functions;br br DE extracting, validating, and automating data from market data vendors, index providers, fund administrations, and thirdparty application programming interfaces Markit, Axioma, and Atlas; creating, maintaining, and optimizing large SQL databases, including writing queries to extract, update, and manipulate data; and mapping data structures across systems and servers in SQL, R, and Python;br br DE maintaining performance databases for reporting purposes in SQL, R, Microsoft Excel, and internal performance system platforms; developing macros for data quality and integrity; and creating performance presentations to ensure full disclosure of investment performance and results for internal and external reporting following Global Investment Performance Standards GIPS; andbr br DE conducting competitive performance analysis of domestic and international market index funds, using Bloomberg and competitors official website to complete research on performance and track errors, expenses, benchmarks, and net cash flows; examining benchmark methodologies and composition Dow Jones U.S. Total Stock Market Index, corporate actions selections stock splits, dividends, mergers and acquisitions, and rights issues and spinoffs and domicilednondomiciled tax regimes U.S, Luxembourg, and Ireland, fair value pricing, fund expenses and fees, and emerging market exposure to evaluate performance variance.

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

2019-09-23

SWA Job Order End Date

2019-10-28

Sunday Edition Newspaper

Y

First Newspaper Name

The Boston Globe

First Advertisement Start Date

2019-09-29

Second Newspaper Ad Name

The Boston Globe

Second Advertisement Type

Newspaper

Second Ad Start Date

2019-10-06

Employer Website From Date

2019-09-23

Employer Website To Date

2019-10-07

Professional Organization Ad From Date

2020-01-01 08:16:30

Professional Organization Advertisement To Date

2020-01-01 08:16:30

Job Search Website From Date

2019-09-23

Job Search Website To Date

2019-10-07

Employee Referral Program From Date

2020-01-01 08:16:30

Employee Referral Program To Date

2020-01-01 08:16:30

Local Ethnic Paper From Date

2020-01-01 08:16:30

Local Ethnic Paper To Date

2020-01-01 08:16:30

Radio/TV Ad From Date

2019-10-02

Radio/TV Ad To Date

2019-10-02

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

FINANCE

Foreign Worker Years of Education Completed

2016

Foreign Worker Institution of Education

BENTLEY UNIVERSITY

Foreign Worker Education Institution Address 1

175 FOREST STREET

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

WALTHAM

Foreign Worker Education Institution State/Province

MA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

2452

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

Julie Coote

Employer Information Declaration Title

Head of Human Resources