Fiscal Year

2021

Case Number

A-20084-34417

Case Status

Certified

Received Date

2020-04-07

Decision Date

2021-04-16

Refile

N

Original File Date

2021-01-01 09:13:36

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

STATE STREET BANK AND TRUST COMPANY

Employer Name Slug

state-street-bank-and-trust-company

Employer Address 1

ONE LINCOLN 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

2111

Employer Phone

617-664-5582

Employer Number of Employees

15083

Employer Year Commenced Business

1792

NAICS Code

52211

FW Ownership Interest

N

Employer Contact Name

Nicole M Mayo

Employer Contact Address 1

State Street Financial Center, One Lincoln Street

Employer Contact Address 2

Mailstop SFC14

Employer Contact City

Boston

Employer Contact State/Province

MASSACHUSETTS

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

2111

Employer Contact Phone

617-985-1414

Employer Contact Email

NMMayo@StateStreet.com

Agent Attorney Name

Troy J Wilson

Agent Attorney Firm Name

Chin and Curtis, LLP

Agent Attorney Phone

6174821775

Agent Attorney Address 1

75 Federal Street

Agent Attorney Address 2

Suite 210

Agent Attorney City

Boston

Agent Attorney State/Province

MASSACHUSETTS

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

2110

Agent Attorney Email

twilson@chincurtis.com

PW Track Number

P10019212031632

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level IV

PW Wage

107723.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2019-11-25

PW Expiration Date

2020-06-30

Wage Offer From

107723.00

Wage Offer To

123801.00

Average Salary

115762.00

Wage Unit of Pay

Year

Worksite Address 1

816 Congress Avenue

Worksite Address 2

Worksite City

Austin

Worksite City Slug

austin

Worksite State

TEXAS

Worksite Postal Code

78701

Job Title

Investment Analytics Client Service Specialist

Job Title Slug

investment-analytics-client-service-specialist

Minimum Education

Bachelor's

Major Field of Study

Accounting

Required Training

N

Required Experience

Y

Required Experience Months

60

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Finance, or Economics 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

60

Accept Alternative Job Title

Please see H.14.

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

From H.10B MINIMUM REQUIREMENTS ARE BACHELORS DEGREE OR ITS EQUIVALENT IN ACCOUNTING, FINANCE OR ECONOMICS RELATED FIELD; AND 5 YEARS OF INVESTMENT PERFORMANCE AND ANALYTICS EXPERIENCE SERVING AS ONSITE CLIENT SUPPORT FOR INSTITUTIONAL INVESTORS.br br MUST HAVE EXPERIENCE WORKING IN A CROSSFUNCTIONAL ENVIRONMENT WITHIN STATE STREET TO EFFECTIVELY NAVIGATE THE COMPANYS COMPLEX PROTOCOLS AND PROVIDE SUPERIOR CLIENT INVESTMENT SERVICES; DEMONSTRATED ABILITY TO INTERPRET LARGE AMOUNTS OF DATA AND TRANSLATE INTO CONCISE, EASILY UNDERSTOOD SPEAKING POINTS; DEMONSTRATED ABILITY TO HANDLE AND RESOLVE NUMEROUS ONGOING COMMUNICATIONS AND REPORTING DELIVERABLES IN A FASTPACED ENVIRONMENT; PROVEN SKILLS IN CLIENT SERVICES AND THE ABILITY TO OWN DAYTODAY MANAGEMENT OF CLIENT EXPERIENCE AND ENGAGE WITH SENIOR LEVEL STAFF; EXPERIENCE WORKING WITH TOP TIER INSTITUTIONAL INVESTORS IN THE ANALYSIS OF COMPLEX INVESTMENT STRUCTURES; DEMONSTRATED TRACK RECORD OF BUILDING COLLABORATIVE RELATIONSHIPS WITH INSTITUTIONAL, HIGH TOUCH CLIENT BASE; MUST POSSESS CLEAR UNDERSTANDING OF INTERNAL UPSTREAM DEPENDENCIES AND DOWNSTREAM IMPLICATIONS TO INTERNAL TEAMS E.G. ACCOUNTING AND RELATIONSHIP MANAGEMENT; ADVANCED KNOWLEDGE OF INTERNAL STATE STREET SYSTEMS SUCH AS MCH, PNA, AND MYSTATESTREET; KNOWLEDGE OF COMPLEX INTERNAL PROCESSES SUCH AS FUTURES NOTIONALIZATION, INVESTED TO TOTAL, TOTAL RETURN SWAP REALLOCATION CREDIT DEFAULT SWAP REALLOCATION; DEMONSTRATED UNDERSTANDING OF FULL SUITE OF PERFORMANCE SERVICES CAPABILITIES AND FUNCTIONALITY; EXCELLENT KNOWLEDGE OF STATE STREETS ACCOUNT OPENING PROCESS AND HOW THE CLIENTS NEW ACCOUNT SETUP IMPACTS PERFORMANCE MEASUREMENT ALLOCATIONS; UNDERSTANDING OF HOW ACCOUNTING DATA TRANSLATES INTO THE PERFORMANCE CALCULATION ENGINES AND ABILITY TO TROUBLESHOOT TECHNOLOGY ISSUES; ROBUST KNOWLEDGE OF INVESTMENT TYPES, EQUITIES, FIXED INCOME, DERIVATIVES FUTURES, SWAPS, OPTIONS, ALTERNATIVE INVESTMENTS; EXPERIENCE MAINTAINING ACCOUNT STRUCTURES FOR LARGE ASSET OWNER CLIENTS THAT MANAGE COMPLEX MULTIASSET STRUCTURE; EXPERIENCE NAVIGATING RELATIONSHIPS BETWEEN ASSET OWNERS AND ASSET MANAGERS INCLUDING PORTFOLIO RECONCILIATIONS, NEW ACCOUNT SET UPS SYSTEM ACCESS REQUESTS; EXPERIENCE WITH ASSETS TRANSFERS AND CORPORATE ACTIONS. UNLESS OTHERWISE INDICATED, STATE STREET IS SEEKING THE ABILITY IN THE SKILLS LISTED ABOVE WITH NO SPECIFIC AMOUNT OF YEARS OF EXPERIENCE REQUIRED. ALL EXPERIENCE CAN BE GAINED CONCURRENTLY.

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

2020-01-14

SWA Job Order End Date

2020-02-14

Sunday Edition Newspaper

Y

First Newspaper Name

Austin American Statesman

First Advertisement Start Date

2020-01-19

Second Newspaper Ad Name

Austin American Statesman

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-01-26

Employer Website From Date

2020-01-03

Employer Website To Date

2020-03-16

Professional Organization Ad From Date

2021-01-01 09:13:36

Professional Organization Advertisement To Date

2021-01-01 09:13:36

Job Search Website From Date

2020-01-08

Job Search Website To Date

2020-01-22

Employee Referral Program From Date

2021-01-01 09:13:36

Employee Referral Program To Date

2021-01-01 09:13:36

Local Ethnic Paper From Date

2021-01-01 09:13:36

Local Ethnic Paper To Date

2021-01-01 09:13:36

Radio/TV Ad From Date

2021-01-01 09:13:36

Radio/TV Ad To Date

2021-01-01 09:13:36

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CANADA

Foreign Worker Birth Country

CANADA

Class of Admission

L-1

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

BUSINESS FINANCE

Foreign Worker Years of Education Completed

2011

Foreign Worker Institution of Education

LIBERTY UNIVERSITY

Foreign Worker Education Institution Address 1

1971 UNIVERSITY BOULEVARD

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

LYNCHBURG

Foreign Worker Education Institution State/Province

VA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

24515

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Troy J Wilson

Preparer Title

Attorney

Preparer Email

twilson@chincurtis.com

Employer Information Declaration Name

Nicole M Mayo

Employer Information Declaration Title

Assistant Vice President, Global Mobility