Fiscal Year

2021

Case Number

A-20329-24944

Case Status

Certified

Received Date

2021-03-24

Decision Date

2021-08-06

Refile

N

Original File Date

2021-01-01 09:56:57

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

GEODE CAPITAL MANAGEMENT LLC

Employer Name Slug

geode-capital-management-llc

Employer Address 1

100 SUMMER STREET

Employer Address 2

12TH FLOOR

Employer City

BOSTON

Employer City Slug

boston

Employer State

MASSACHUSETTS

Employer State Slug

massachusetts

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

2110

Employer Phone

6175637128

Employer Number of Employees

128

Employer Year Commenced Business

2003

NAICS Code

523999

FW Ownership Interest

N

Employer Contact Name

Julie Coote

Employer Contact Address 1

100 Summer Street

Employer Contact Address 2

12th Floor

Employer Contact City

Boston

Employer Contact State/Province

MASSACHUSETTS

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

2110

Employer Contact Phone

6175637128

Employer Contact Email

julie.coote@geodecapital.com

Agent Attorney Name

Russell B Swapp

Agent Attorney Firm Name

Seyfarth Shaw LLP

Agent Attorney Phone

(617) 946-4905

Agent Attorney Address 1

Two 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

P10020170664128

PW SOC Code

11-3031

PW SOC Title

Financial Managers, Branch or Department

PW Skill Level

N/A

PW Wage

127296.00

PW Unit of Pay

Year

PW Wage Source

Other

PW Determination Date

2020-09-25

PW Expiration Date

2021-06-30

Wage Offer From

145000.00

Wage Offer To

155000.00

Average Salary

150000.00

Wage Unit of Pay

Year

Worksite Address 1

100 Summer Street

Worksite Address 2

12th Floor

Worksite City

Boston

Worksite City Slug

boston

Worksite State

MASSACHUSETTS

Worksite Postal Code

2110

Job Title

Portfolio Manager

Job Title Slug

portfolio-manager

Minimum Education

Master's

Major Field of Study

Mathematics, Financial Engineering, Computational Finance

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Business Administration, or a closely 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

36

Accept Alternative Job Title

Job offered or managing U.S. and international index equity portfolios

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

Education and Experiencebr br Masters degree or foreign education equivalent in Mathematics, Financial Engineering, Computational Finance, Business Administration, or a closely related field and three 3 years of experience in the job offered or three 3 years of experience managing U.S. and international index equity portfolios.br br Skills and Knowledgebr br Candidate must also possessbr br Demonstrated Expertise DE managing marketcapitalization and factorbased passive equity funds commingled, trust, subadvised mutual funds, separately managed accounts, ETFs that are benchmarked to the U.S. and are internationally developed, emerging markets, and thematic and ESG indices; and verifying benchmark data, using index methodologies from index providers SP, Dow Jones, Russell, MSCI, and Stoxx;br br DE coordinating new fund launches and managing existing funds, using portfolio construction techniques replication or optimizers Axioma; trading cash flows, derivatives futures, and foreign currencies; and managing stock, and country, sector, and foreign currency exposure; performing benchmark rebalances; and conducting client portfolio reviews;br br DE performing portfolio trading and attribution analysis, using financial software Bloomberg and Factset and OrderManagementSystems OMS; analyzing corporate actions right issues and determining valueadded options for funds; and collaborating with trading teams and developing and implementing trading strategies to manage liquidity and risk and return tradeoffs;br br DE analyzing crossfunctional business workflows and assessing data flows and process improvements across investment applications throughout the Software Development Lifecycle SDLC; creating business requirements for system enhancements and working with IT teams to automate manual processes to reduce business risk; and testing new features via blackbox testing methodology.

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

2020-11-20

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

2020-10-23

Professional Organization Ad From Date

2021-01-01 09:56:57

Professional Organization Advertisement To Date

2021-01-01 09:56:57

Job Search Website From Date

2020-10-09

Job Search Website To Date

2020-10-26

Employee Referral Program From Date

2021-01-01 09:56:57

Employee Referral Program To Date

2021-01-01 09:56:57

Local Ethnic Paper From Date

2021-01-01 09:56:57

Local Ethnic Paper To Date

2021-01-01 09:56:57

Radio/TV Ad From Date

2020-10-21

Radio/TV Ad To Date

2020-10-21

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

INDIA

Foreign Worker Birth Country

INDIA

Class of Admission

H-1B

Foreign Worker Education

Master's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2006

Foreign Worker Institution of Education

NORTHEASTERN UNIVERSITY

Foreign Worker Education Institution Address 1

360 HUNTINGTON AVENUE

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

BOSTON

Foreign Worker Education Institution State/Province

MA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

2115

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

Julie Coote

Employer Information Declaration Title

Head of Human Resources