Fiscal Year

2021

Case Number

A-21069-60439

Case Status

Certified

Received Date

2021-04-12

Decision Date

2021-09-22

Refile

N

Original File Date

2021-01-01 10:12:22

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

StepStone Group LP

Employer Name Slug

stepstone-group-lp

Employer Address 1

4275 Executive Square

Employer Address 2

Suite 500

Employer City

La Jolla

Employer City Slug

la-jolla

Employer State

CALIFORNIA

Employer State Slug

california

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

92037

Employer Phone

858-558-9700

Employer Number of Employees

550

Employer Year Commenced Business

2007

NAICS Code

523920

FW Ownership Interest

N

Employer Contact Name

Holly Bloom

Employer Contact Address 1

4275 Executive Square

Employer Contact Address 2

Suite 500

Employer Contact City

La Jolla

Employer Contact State/Province

CALIFORNIA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

92037

Employer Contact Phone

858-768-7390

Employer Contact Email

hbloom@stepstoneglobal.com

Agent Attorney Name

David W Johnson

Agent Attorney Firm Name

Gibney, Anthony Flaherty, LLP

Agent Attorney Phone

2127059828

Agent Attorney Address 1

665 Fifth Avenue

Agent Attorney Address 2

c/o Gibney Anthony & Flaherty LLP

Agent Attorney City

New York

Agent Attorney State/Province

NEW YORK

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

10022

Agent Attorney Email

djohnson@gibney.com

PW Track Number

P10020230772335

PW SOC Code

13-2011

PW SOC Title

Accountants and Auditors

PW Skill Level

Level III

PW Wage

87214.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2021-01-22

PW Expiration Date

2021-06-30

Wage Offer From

87214.00

Wage Offer To

0.00

Average Salary

87214.00

Wage Unit of Pay

Year

Worksite Address 1

4275 Executive Square

Worksite Address 2

Worksite City

La Jolla

Worksite City Slug

la-jolla

Worksite State

CALIFORNIA

Worksite Postal Code

92037

Job Title

Associate, Portfolio Analytics & Reporting

Job Title Slug

associate-portfolio-analytics-reporting

Minimum Education

Master's

Major Field of Study

Business, Finance or a related field

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

N

Accept Alternative Major Field of Study

Accept Alternative Combination

Y

Accept Alternative Combination Education

Bachelor's

Accept Alternative Combination Education Years

5

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

36

Accept Alternative Job Title

Position offered, or as a Private Markets Analyst, Fund Accountant or related position

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

Must have a Masters Degree in Business, Finance or a related field and 3 years of experience in the position offered or as a Private Markets Analyst, Fund Accountant or related position. Alternatively, company will accept a Bachelors degree in the same fields followed by 5 years of progressive experience as described. FULL TERM OF REQUIRED EXPERIENCE MUST INCLUDE PERFORMING DATA ENTRY, PROCESSING AND VERIFICATION TO GATHER AND ANALYZE INVESTMENT ACTIVITIES, INCLUDING CAPITAL ACTIVITIES, MONTHLYQUARTERLY INVESTMENT GAINS AND LOSSES, AND FEES AND EXPENSES, FOR VARIOUS INVESTMENT FUNDS; APPLYING KNOWLEDGE OF DATA RECONCILIATION AND FINANCIAL STATEMENT ANALYSIS TO CREATE REPORTS ON INVESTOR STATEMENTS, AUDITS, PROFIT AND LOSS quot;PLquot;, KEY PERFORMANCE INDICATORS KPISquot; AND INVESTMENT PERFORMANCE; UTILIZING MICROSOFT EXCEL AND VISUAL BASIC TO BUILD AND IMPROVE MODELS THAT TRACK NEW FUND SETUPS, MONTHLY PL, CAPITAL ACTIVITIES AND FEES, AS WELL AS TO GENERATE INVESTOR REPORTS THAT EXPLAIN HISTORICAL PORTFOLIO PERFORMANCE AND UNDERLYING FACTORS; PERFORMING DATA ANALYSIS, FINANCIAL ANALYTICS AND FINANCIAL MODELING, AS WELL AS PERFORMANCE AND ATTRIBUTION ANALYSES, TO DEVELOP SHORT AND LONGTERM FINANCIAL FORECASTS AND RELATED STRATEGY AND INVESTMENT RECOMMENDATIONS; WORKING DIRECTLY WITH PRIVATE EQUITY MANAGERS AND INVESTORS ON DATA COLLECTION, RECONCILIATION AND PROCESSING, AS WELL AS NEW FUND LAUNCH AND MODEL CREATION, SPECIFICALLY TO ACCOMMODATE PRIVATE EQUITY FUNDS; WORKING WITH PRIVATE EQUITY FUNDSMANAGERS, SPECIFICALLY APPLYING KNOWLEDGE OF PRIVATE EQUITY FEE STRUCTURES, INVESTMENT STRATEGIES AND INVESTOR ATTRIBUTES, AS WELL AS APPLYING KNOWLEDGE OF PRIVATE EQUITY VALUATION AND ASSET VALUATION METHODOLOGIES; AND TRAINING NEW HIRES AND JUNIOR TEAM MEMBERS AND REVIEWING THEIR WORK BEFORE INCORPORATING INTO CLIENT DELIVERABLES ANDOR SUBMITTING TO SENIOR MANAGEMENT. U.S. DOMESTIC TRAVEL REQUIRED UP TO 5 OF TIME.

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

2020-11-24

SWA Job Order End Date

2020-12-24

Sunday Edition Newspaper

Y

First Newspaper Name

The San Diego UnionTribune

First Advertisement Start Date

2020-12-13

Second Newspaper Ad Name

The San Diego UnionTribune

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-12-20

Employer Website From Date

2020-12-08

Employer Website To Date

2020-12-30

Professional Organization Ad From Date

2021-01-01 10:12:22

Professional Organization Advertisement To Date

2021-01-01 10:12:22

Job Search Website From Date

2020-12-13

Job Search Website To Date

2020-12-28

Employee Referral Program From Date

2021-02-04

Employee Referral Program To Date

2021-02-25

Local Ethnic Paper From Date

2021-01-01 10:12:22

Local Ethnic Paper To Date

2021-01-01 10:12:22

Radio/TV Ad From Date

2021-01-01 10:12:22

Radio/TV Ad To Date

2021-01-01 10:12:22

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

FINANCE

Foreign Worker Years of Education Completed

2014

Foreign Worker Institution of Education

SYRACUSE UNIVERSITY

Foreign Worker Education Institution Address 1

900 SOUTH CROUSE AVE

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

SYRACUSE

Foreign Worker Education Institution State/Province

NY

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

13244

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

David W Johnson

Preparer Title

Partner

Preparer Email

djohnson@gibney.com

Employer Information Declaration Name

Holly Bloom

Employer Information Declaration Title

Global Head of Human Resources