Fiscal Year

2021

Case Number

A-20335-26252

Case Status

Certified

Received Date

2021-02-19

Decision Date

2021-08-10

Refile

N

Original File Date

2021-01-01 09:57:50

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

UBS FINANCIAL SERVICES INC.

Employer Name Slug

ubs-financial-services-inc

Employer Address 1

1000 HARBOR BOULEVARD

Employer Address 2

Employer City

WEEHAWKEN

Employer City Slug

weehawken

Employer State

NEW JERSEY

Employer State Slug

new-jersey

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

7086

Employer Phone

201-352-3000

Employer Number of Employees

60000

Employer Year Commenced Business

1862

NAICS Code

523110

FW Ownership Interest

N

Employer Contact Name

Sasha Gilmore

Employer Contact Address 1

315 Deaderick Street

Employer Contact Address 2

Employer Contact City

Nashville

Employer Contact State/Province

TENNESSEE

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

37238

Employer Contact Phone

615-393-7459

Employer Contact Email

sasha.gilmore@ubs.com

Agent Attorney Name

Michael J Almonte

Agent Attorney Firm Name

Fragomen, Del Rey, Bernsen Loewy, LLP

Agent Attorney Phone

2126888555

Agent Attorney Address 1

1400 Broadway

Agent Attorney Address 2

Agent Attorney City

New York

Agent Attorney State/Province

NEW YORK

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

10018

Agent Attorney Email

MAlmonte@Fragomen.com

PW Track Number

P10020115515201

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

N/A

PW Wage

92000.00

PW Unit of Pay

Year

PW Wage Source

Other

PW Determination Date

2020-07-24

PW Expiration Date

2021-06-30

Wage Offer From

92000.00

Wage Offer To

120000.00

Average Salary

106000.00

Wage Unit of Pay

Year

Worksite Address 1

787 Seventh Avenue

Worksite Address 2

15th Floor

Worksite City

New York

Worksite City Slug

new-york

Worksite State

NEW YORK

Worksite Postal Code

10019

Job Title

Director - Portfolio Strategist

Job Title Slug

director-portfolio-strategist

Minimum Education

Bachelor's

Major Field of Study

Finance, Economics, Business or a related

Required Training

N

Required Experience

Y

Required Experience Months

36

Accept Alternative Field of Study

N

Accept Alternative Major Field of Study

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

Head of Latam Sovereign Risk Research; or related

Job Opportunity Requirements Normal

N

Foreign Language Required

Y

Specific Skills

Three 3 years of experience in the job offered or a related position working in wealth management, private banks or asset management; utilizing knowledge of financial markets to provide customized advice to wealth management clients, specifically in Latin America; constructing portfolios including articulating research; utilizing portfolio theory, macroeconomics, and financial analysis to design holistic portfolio solutions for clients; utilizing knowledge of global financial markets, relationships of financial markets to macroeconomic dynamics to provide customized financial advice to clients; utilizing financial products including stocks, bonds, mutual funds, exchange traded funds, separately managed accounts, hedge funds, private equity funds, liquid alternative funds, structured products and derivatives. Must be fluent in Spanish.

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

2020-09-29

SWA Job Order End Date

2020-10-29

Sunday Edition Newspaper

Y

First Newspaper Name

The New York Times

First Advertisement Start Date

2020-10-04

Second Newspaper Ad Name

The New York Times

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-10-11

Employer Website From Date

2020-11-25

Employer Website To Date

2020-12-09

Professional Organization Ad From Date

2021-01-01 09:57:50

Professional Organization Advertisement To Date

2021-01-01 09:57:50

Job Search Website From Date

2020-10-03

Job Search Website To Date

2020-10-19

Employee Referral Program From Date

2020-11-25

Employee Referral Program To Date

2020-12-09

Local Ethnic Paper From Date

2021-01-01 09:57:50

Local Ethnic Paper To Date

2021-01-01 09:57:50

Radio/TV Ad From Date

2021-01-01 09:57:50

Radio/TV Ad To Date

2021-01-01 09:57:50

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

Bachelor's

Foreign Worker Information: Major

ECONOMICS

Foreign Worker Years of Education Completed

2011

Foreign Worker Institution of Education

AUTONOMOUS TECHNOLOGICAL INSTITUTE OF MEXICO

Foreign Worker Education Institution Address 1

RO HONDO 1

Foreign Worker Education Institution Address 2

ALTAVISTA

Foreign Worker Education Institution City

MEXICO CITY

Foreign Worker Education Institution State/Province

LVARO OBREGN

Foreign Worker Education Institution Country

MEXICO

Foreign Worker Education Institution Postal Code

1080

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Michael J Almonte

Preparer Title

Associate Attorney

Preparer Email

MAlmonte@Fragomen.com

Employer Information Declaration Name

Luzi Sommer

Employer Information Declaration Title

Head of Portfolio Advisory Group International