Fiscal Year

2021

Case Number

A-20308-16333

Case Status

Certified

Received Date

2020-11-12

Decision Date

2021-05-19

Refile

N

Original File Date

2021-01-01 09:25:29

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

13209

Employer Year Commenced Business

1792

NAICS Code

522110

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 Curtis LLP

Agent Attorney Phone

6174821775

Agent Attorney Address 1

100 High Street

Agent Attorney Address 2

Suite 1300

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

P10020063372655

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

2020-05-18

PW Expiration Date

2020-08-16

Wage Offer From

130250.00

Wage Offer To

175000.00

Average Salary

152625.00

Wage Unit of Pay

Year

Worksite Address 1

1 Iron Street

Worksite Address 2

Worksite City

Boston

Worksite City Slug

boston

Worksite State

MASSACHUSETTS

Worksite Postal Code

2210

Job Title

Senior Equity Beta Portfolio Manager

Job Title Slug

senior-equity-beta-portfolio-manager

Minimum Education

Bachelor's

Major Field of Study

Finance

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

See H14

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

108

Accept Alternative Job Title

See H14

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

MINIMUM REQUIREMENTS BACHELORS DEGREE OR ITS EQUIVALENT IN FINANCE, ECONOMICS, OR RELATED FIELD; AND 9 YEARS OF EXPERIENCE IN FINANCIALbr SERVICES INDUSTRY, INCLUDING AT LEAST 5 YEARS OF EXPERIENCE IN INVESTMENT MANAGEMENT.br MUST HAVE DEMONSTRATED ANALYTICAL SKILLS AND ACUTE ATTENTION TO DETAIL IN INVESTMENT MANAGEMENT; DEMONSTRATED EXPERIENCE AS LEAD PM FORbr SMART BETA AND MARKET CAP EQUITY INDEX FUNDS; DEMONSTRATED KNOWLEDGE OF TRADING STRATEGIES FOR GLOBAL EQUITY PORTFOLIOS FOR BOTH INDEXbr CHANGES AND CASH FLOW IMPLEMENTATION; PROVEN UNDERSTANDING OF THE MANY GLOBAL EQUITY BENCHMARKS AND THEIR METHODOLOGIES; PROVENbr UNDERSTANDING OF FACTORBASED STRATEGIES AND RESEARCH; DEMONSTRATED EXPERIENCE COLLABORATING WITH PORTFOLIO MANAGEMENT, TRADING,br OPERATIONS, COMPLIANCE AND OTHER INTERNAL GROUPS AS NEEDED ACROSS GLOBAL LOCATIONS; EXPERIENCE USING INDUSTRYSTANDARD PORTFOLIObr OPTIMIZATION MODELSSOFTWARE; PROVEN INDEPTH UNDERSTANDING OF RISK MODELS, RISK DECOMPOSITION AND RISK REPORTING AND ATTRIBUTION; ANDbr ABILITY TO ADHERE TO BUSINESS AND CLIENT EXPECTATIONS. UNLESS OTHERWISE INDICATED, STATE STREET IS SEEKING THE ABILITY IN THE SKILLS LISTED ABOVE WITH NO SPECIFIC AMOUNT OF YEARS 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

2020-08-06

SWA Job Order End Date

2020-09-08

Sunday Edition Newspaper

Y

First Newspaper Name

The Boston Globe

First Advertisement Start Date

2020-08-16

Second Newspaper Ad Name

The Boston Globe

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-08-23

Employer Website From Date

2020-08-06

Employer Website To Date

2020-10-08

Professional Organization Ad From Date

2021-01-01 09:25:29

Professional Organization Advertisement To Date

2021-01-01 09:25:29

Job Search Website From Date

2020-08-06

Job Search Website To Date

2020-08-20

Employee Referral Program From Date

2021-01-01 09:25:29

Employee Referral Program To Date

2021-01-01 09:25:29

Local Ethnic Paper From Date

2021-01-01 09:25:29

Local Ethnic Paper To Date

2021-01-01 09:25:29

Radio/TV Ad From Date

2021-01-01 09:25:29

Radio/TV Ad To Date

2021-01-01 09:25:29

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

UNITED KINGDOM

Foreign Worker Birth Country

UNITED KINGDOM

Class of Admission

L-1

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

ECONOMICS AND MANAGEMENT

Foreign Worker Years of Education Completed

2000

Foreign Worker Institution of Education

UNIVERSITY OF LEEDS

Foreign Worker Education Institution Address 1

WOODHOUSE

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

LEEDS

Foreign Worker Education Institution State/Province

WEST YORKSHIRE

Foreign Worker Education Institution Country

UNITED KINGDOM

Foreign Worker Education Institution Postal Code

LS2 9JT

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