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Case Number: A-21005-38715

Fiscal year: 2021

Fiscal Year

2021

Case Number

A-21005-38715

Case Status

Certified

Received Date

2021-03-24

Decision Date

2021-08-03

Refile

N

Original File Date

2021-01-01 09:55:29

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

Erin Garlock

Employer Contact Address 1

100 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

919-458-3184

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

P10020149608739

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level IV

PW Wage

125382.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2020-09-18

PW Expiration Date

2021-06-30

Wage Offer From

140275.00

Wage Offer To

172200.00

Average Salary

156237.50

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

Director, Fidelity Consulting

Job Title Slug

director-fidelity-consulting

Minimum Education

Bachelor's

Major Field of Study

Business Administration

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Management, Finance, 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 financial market and operational analysis, CONTD IN H.14

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

CONTD FROM H.10B and strategy development, implementation, and presentation for asset management industry.br br Education and Experiencebr br Bachelors degree or foreign education equivalent in Business Administration, Management, Finance, or a closely related field and five 5 years of experience in the job offered or five 5 years of experience performing financial market and operational analysis, and strategy development, implementation, and presentation for asset management industry.br br Or, alternatively, Masters degree or foreign education equivalent in Business Administration, Management, Finance, or a closely related field and three 3 years of experience in the job offered or three 3 years of experience performing financial market and operational analysis, and strategy development, implementation, and presentation for asset management industry.br br Skills and Knowledgebr br Candidate must also possessbr br Demonstrated Expertise DE executing clientfacing business activities developing and delivering written reports and presentations email, Microsoft PowerPoint, and Excel, and financial models for internal and external stakeholders; directing customer interactions writing, reviewing, and discussing market economics, sector historical performance, financial and asset projections, and business risks and mitigations;br br DE examining company finance, governance, and operating models, and market strategies to identify advantages in operational, financial, and technological aspects; forecasting acquisitions during mergers and consolidations; estimating details in purchase prices and deal developments; negotiating timeframes and recommending sector investment opportunities; and informing and influencing client executives and senior management on decisionmaking within an asset management environment;br br DE performing complex financial modeling including, processing large amounts of monthly, quarterly, and annual financial and operational data and updating financial income statementsbalance sheetcash flow statements and operations models by applying major data inputs variable in assumptions and historical and projections of financial and operation data points to build variable connections between financial and operational performance, using Excel Pivot Tables and SQL and VBA programming languages; and performing financial and economic analysis to create business evaluation conclusions, opportunity identification, and scenario analysis, using Excel Pivot Tables;br br DE conducting company research and industry competitive analysis of experimental control variables, and bear, bull, and neutral scenario analysis, valuation through discount cash flows, analyzing financial and operational data from secondary research sources thirdparty data base on periodic industry trends and competitive performance, survey results, company news releases, industry conferences and presentations, interviewing with industrycompany experts; analyzing SEC regulatory filings of company quarterly and annual financial reporting and changes in assets, holdings, and organizational structures; and examining shifting market dynamics and regulatory changes to present results to client executives and senior management.

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

2020-10-09

SWA Job Order End Date

2020-11-13

Sunday Edition Newspaper

Y

First Newspaper Name

The Boston Globe

First Advertisement Start Date

2020-10-25

Second Newspaper Ad Name

The Boston Globe

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-11-01

Employer Website From Date

2020-10-09

Employer Website To Date

2020-11-13

Professional Organization Ad From Date

2021-01-01 09:55:29

Professional Organization Advertisement To Date

2021-01-01 09:55:29

Job Search Website From Date

2020-10-09

Job Search Website To Date

2020-10-26

Employee Referral Program From Date

2020-10-09

Employee Referral Program To Date

2020-10-23

Local Ethnic Paper From Date

2021-01-01 09:55:29

Local Ethnic Paper To Date

2021-01-01 09:55:29

Radio/TV Ad From Date

2021-01-01 09:55:29

Radio/TV Ad To Date

2021-01-01 09:55:29

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

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2019

Foreign Worker Institution of Education

HARVARD UNIVERSITY

Foreign Worker Education Institution Address 1

1350 MASSACUSETTS 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

2138

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

dlsmith@seyfarth.com

Employer Information Declaration Name

Erin Garlock

Employer Information Declaration Title

Immigration Services Lead