Fiscal Year

2021

Case Number

A-20364-37480

Case Status

Certified

Received Date

2021-01-08

Decision Date

2021-06-29

Refile

N

Original File Date

2021-01-01 09:43:55

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

Tina H Ho

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

tina.ho@ogletree.com

PW Track Number

P10020119524856

PW SOC Code

13-2052

PW SOC Title

Personal Financial Advisors

PW Skill Level

Level III

PW Wage

165838.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2020-08-13

PW Expiration Date

2021-06-30

Wage Offer From

165838.00

Wage Offer To

0.00

Average Salary

165838.00

Wage Unit of Pay

Year

Worksite Address 1

390 Madison Avenue

Worksite Address 2

Worksite City

New York

Worksite City Slug

new-york

Worksite State

NEW YORK

Worksite Postal Code

10017

Job Title

Investment Specialist

Job Title Slug

investment-specialist

Minimum Education

Master's

Major Field of Study

Business Administration

Required Training

N

Required Experience

Y

Required Experience Months

12

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Finance or related field of study

Accept Alternative Combination

Y

Accept Alternative Combination Education

Bachelor's

Accept Alternative Combination Education Years

3

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

12

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 Masters degree in Business Administration, Finance, or related field of study plus one 1 year of experience in the job offered or one 1 year of experience as BankerInvestorFinancial Analyst, Consultant Finance, or related occupation. The employer will alternatively accept a Bachelors degree plus three 3 years of experience in lieu of a Masters degree plus one 1 year 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; retail and institutional client acquisition; constructing investment, economic, and valuation models for clients and companies based on current economic conditions; crossborder banking regulations and laws applied to financial planning; analyzing legal documents related to finance; 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 valuation models; 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 using Monte Carlo analysis to compare projections for potential investment strategies under various market conditions. 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

2020-08-20

SWA Job Order End Date

2020-09-21

Sunday Edition Newspaper

Y

First Newspaper Name

The New York Times

First Advertisement Start Date

2020-09-27

Second Newspaper Ad Name

The New York Times

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-10-04

Employer Website From Date

2020-09-25

Employer Website To Date

2020-10-09

Professional Organization Ad From Date

2021-01-01 09:43:55

Professional Organization Advertisement To Date

2021-01-01 09:43:55

Job Search Website From Date

2020-09-28

Job Search Website To Date

2020-10-05

Employee Referral Program From Date

2021-01-01 09:43:55

Employee Referral Program To Date

2021-01-01 09:43:55

Local Ethnic Paper From Date

2020-10-02

Local Ethnic Paper To Date

2020-10-02

Radio/TV Ad From Date

2021-01-01 09:43:55

Radio/TV Ad To Date

2021-01-01 09:43:55

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

MEXICO

Foreign Worker Birth Country

MEXICO

Class of Admission

H-1B

Foreign Worker Education

Master's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2017

Foreign Worker Institution of Education

COLUMBIA UNIVERSITY

Foreign Worker Education Institution Address 1

116TH AND BROADWAY

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

NEW YORK

Foreign Worker Education Institution State/Province

NY

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

10027

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Tina H Ho

Preparer Title

Attorney

Preparer Email

tina.ho@ogletree.com

Employer Information Declaration Name

Jennifer R Shapiro

Employer Information Declaration Title

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