Fiscal Year

2021

Case Number

A-20153-60494

Case Status

Certified-Expired

Received Date

2020-06-24

Decision Date

2021-01-20

Refile

N

Original File Date

2021-01-01 08:58:07

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

256981

Employer Year Commenced Business

1799

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

IL10043

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

Miatrai Brown

Agent Attorney Firm Name

Ogletree, Deakins, Nash, Smoak Stewart, P.C.

Agent Attorney Phone

9197879700

Agent Attorney Address 1

P.O. Box 31608

Agent Attorney Address 2

Agent Attorney City

Raleigh

Agent Attorney State/Province

NORTH CAROLINA

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

27622

Agent Attorney Email

miatrai.brown@ogletree.com

PW Track Number

P10019361218328

PW SOC Code

13-2052

PW SOC Title

Personal Financial Advisors

PW Skill Level

Level III

PW Wage

126298.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2020-04-06

PW Expiration Date

2020-07-05

Wage Offer From

135000.00

Wage Offer To

145000.00

Average Salary

140000.00

Wage Unit of Pay

Year

Worksite Address 1

1450 Brickell Avenue

Worksite Address 2

Worksite City

Miami

Worksite City Slug

miami

Worksite State

FLORIDA

Worksite Postal Code

33131

Job Title

Investment Specialist

Job Title Slug

investment-specialist

Minimum Education

Bachelor's

Major Field of Study

Any field of study

Required Training

N

Required Experience

Y

Required Experience Months

36

Accept Alternative Field of Study

N

Accept Alternative Major Field of Study

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

BankerInvestorFinancial Analyst, Consultant Finance, or related occupation

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

The employer is reiterating that there have been no layoffs in the area of intended employment in the occupation involved in this application or in a related occupation within the 6 months immediately preceding the filing of this application. Please see Field Ie26. This position requires a Bachelors degree in any field of study plus three 3 years of experience in the job offered or three 3 years of experience as BankerInvestorFinancial Analyst, Consultant Finance, or related occupation. Experience can be gained prior to Bachelors degree completion. The employer will alternatively accept a Masters degree plus one 1 year of experience in lieu of a Bachelors degree plus three 3 years of experience. This position requires one 1 year of experience with the following skills articulating financial planning strategies and investment solutions to current and prospective high net worth clients in Latin America; private banking client acquisition; private banking services including investments, mortgages, loans and trust and estates; constructing private banking client profiles and wealth portfolios based on current economic conditions; global practices within the private banking industry; crossborder banking regulations and laws applied to financial planning; analyzing legal documents related to finance and estate planning; Know Your Customer KYC industrywide practices; endowment and foundation clients and operations; creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro; running portfolio analysis and financial modeling using Microsoft Excel; identifying, researching, and monitoring prospective clients using Wealthmonitor, Pitchbook, Crunchbase, and Google Alerts; accessing economic news, financial market dataanalytics, and price quotes using Thomson Reuters Eikon and Bloomberg Terminal; and comparing potential allocation strategies and generating multiperiod projections based on complex market conditions using Monte Carlo Simulation analysis. This position requires one 1 year of experience with the following asset class products; Global Equities; Taxable and Emerging Markets Fixed Income; Private Equity; Venture Capital; Real Estate; Hedge Funds including Macro, LongShort Equity, EventDriven, and Relative Value; Mutual Funds and Liquid Alternatives; Structured Products including Phoenix Notes, Buffered Return Enhanced Notes, Callable Enhanced Market Plus, Annual Review Notes, Credit Linked Notes, Reverse Convertibles, and Dual Directional Buffered Equity Notes; Commodities; Foreign Exchange and Rates; and Derivatives including Listed Options, OvertheCounter, Credit Derivatives, Asset Swaps, Credit Spread Options and Bonds, Nondeliverable Forwards, CrossCurrency Swaps, and Interest Rate Swaps. This position requires up to 25 domestic and international travel for client meetings and internal trainings.

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

2020-02-27

SWA Job Order End Date

2020-03-31

Sunday Edition Newspaper

Y

First Newspaper Name

Miami Herald

First Advertisement Start Date

2020-03-15

Second Newspaper Ad Name

Miami Herald

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-03-22

Employer Website From Date

2020-03-12

Employer Website To Date

2020-03-26

Professional Organization Ad From Date

2021-01-01 08:58:07

Professional Organization Advertisement To Date

2021-01-01 08:58:07

Job Search Website From Date

2020-03-16

Job Search Website To Date

2020-03-23

Employee Referral Program From Date

2021-01-01 08:58:07

Employee Referral Program To Date

2021-01-01 08:58:07

Local Ethnic Paper From Date

2020-03-19

Local Ethnic Paper To Date

2020-03-25

Radio/TV Ad From Date

2021-01-01 08:58:07

Radio/TV Ad To Date

2021-01-01 08:58:07

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

SPAIN

Foreign Worker Birth Country

BELGIUM

Class of Admission

L-1

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

LEGAL STUDIES AND BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2014

Foreign Worker Institution of Education

UNIVERSIDAD DE LA IGLESIA CATOLICA

Foreign Worker Education Institution Address 1

CALLE DE ALBERTO AGUILERA, 23

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

MADRID

Foreign Worker Education Institution State/Province

Foreign Worker Education Institution Country

SPAIN

Foreign Worker Education Institution Postal Code

28015

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Miatrai Brown

Preparer Title

Attorney

Preparer Email

miatrai.brown@ogletree.com

Employer Information Declaration Name

Jennifer R Shapiro

Employer Information Declaration Title

Attorney in FactExec. Dir., Asst. Gen. Counsel