Fiscal Year

2020

Case Number

A-19318-82934

Case Status

Certified

Received Date

2019-12-23

Decision Date

2020-05-07

Refile

N

Original File Date

2020-01-01 08:17:21

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 Lane Seaport East

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

P10019126961178

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level IV

PW Wage

130250.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2019-08-29

PW Expiration Date

2020-06-30

Wage Offer From

130250.00

Wage Offer To

212000.00

Average Salary

171125.00

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

Vice President, Marketing Research

Job Title Slug

vice-president-marketing-research

Minimum Education

Bachelor's

Major Field of Study

Accounting, Business Administration, Economics, Finance, Statistics

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Engineering, Mathematics, or a closely related field

Accept Alternative Combination

Y

Accept Alternative Combination Education

Master's

Accept Alternative Combination Education Years

3

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

60

Accept Alternative Job Title

Job offered or performing quantitative financial modeling CONTD IN H.14

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

CONTD FROM H.10B for investment and financial planning.br br 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 five 5 years of experience in the job offered or five 5 years of experience performing 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 three 3 years of experience in the job offered or three 3 years of experience performing 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 international country pension systems North America, Europe, and Asia taxation schemes, and investing requirements, including integrating data from secondary research sources OCED pension reports and World Bank reports to create guidance around retirement savings, asset allocation, portfolio diversification, and retirement income strategies for customers;br br DE designing and analyzing financial surveys to assess national retirement readiness and financial wellness by gender, income level, and age; performing asset liability modeling, using Excel, VBA, and R to examine retirement shortfalls; assessing retirement readiness and market confidence levels, using Monte Carlo simulations; and integrating primary survey data with retirement account balance data, using factor analysis and machine learning techniques Decision tree;br br DE partnering with matrixed teams product, user experience design, legal, and technology to design and implement financial wellness offerings planning advice methodologies encompassing budgeting, debt, savings, investing, and insurance protection, and developing selfdirected, interactive planning tools and industry whitepapers in the United States;br br DE performing financial and quantitative modeling using Excel, VBA, and R to build financial planning and investment advice models to assist customers in the selection of the optimal investment mix savings vehicles and asset location; and utilizing scenario analysis to evaluate the impact of savings, investment, and withdrawal strategies on financial goals.

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

2019-09-20

SWA Job Order End Date

2019-10-25

Sunday Edition Newspaper

Y

First Newspaper Name

The Boston Globe

First Advertisement Start Date

2019-10-06

Second Newspaper Ad Name

The Boston Globe

Second Advertisement Type

Newspaper

Second Ad Start Date

2019-10-13

Employer Website From Date

2019-09-20

Employer Website To Date

2019-10-25

Professional Organization Ad From Date

2020-01-01 08:17:21

Professional Organization Advertisement To Date

2020-01-01 08:17:21

Job Search Website From Date

2019-09-20

Job Search Website To Date

2019-10-04

Employee Referral Program From Date

2019-09-20

Employee Referral Program To Date

2019-10-04

Local Ethnic Paper From Date

2020-01-01 08:17:21

Local Ethnic Paper To Date

2020-01-01 08:17:21

Radio/TV Ad From Date

2020-01-01 08:17:21

Radio/TV Ad To Date

2020-01-01 08:17:21

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

2015

Foreign Worker Institution of Education

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

Foreign Worker Education Institution Address 1

77 MASSACHUSETTS AVENUE

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

CAMBRIDGE

Foreign Worker Education Institution State/Province

MA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

2139

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