Fiscal Year

2022

Case Number

A-21159-98031

Case Status

Certified-Expired

Received Date

2021-06-22

Decision Date

2021-11-26

Refile

N

Original File Date

2022-01-01 10:29:51

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

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

255351

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

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

Jaclyn C Otfinoski

Agent Attorney Firm Name

Ogletree Deakins

Agent Attorney Phone

9197879700

Agent Attorney Address 1

PO 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

Jaclyn.Otfinoski@ogletree.com

PW Track Number

P10020276855457

PW SOC Code

11-9199

PW SOC Title

Investment Fund Managers

PW Skill Level

Level II

PW Wage

117666.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2021-03-08

PW Expiration Date

2021-06-30

Wage Offer From

150000.00

Wage Offer To

0.00

Average Salary

150000.00

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

Associate, Investment Specialist

Job Title Slug

associate-investment-specialist

Minimum Education

Bachelor's

Major Field of Study

Business Administration

Required Training

N

Required Experience

Y

Required Experience Months

36

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Economics, Finance, Accounting, or related field of study

Accept Alternative Combination

Y

Accept Alternative Combination Education

Master's

Accept Alternative Combination Education Years

1

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

36

Accept Alternative Job Title

Banker, Investor, Financial Analyst, or related occupation

Job Opportunity Requirements Normal

Y

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 Bachelors degree in Business Administration, Economics, Finance, Accounting, or related field of study plus three 3 years of experience in the position offered or three 3 years of experience as a Banker, Investor, Financial Analyst, or related occupation. The employer will alternatively accept a Masters degree and one 1 year of experience in lieu of the Bachelors degree and three 3 years of experience.br br 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; PRIVATE BANKING CLIENT ACQUISITION; PRIVATE BANKING SERVICES INCLUDING INVESTMENTS, MORTGAGES, LOANS AND TRUST AND ESTATES; CONSTRUCTING PRIVATE BANKING CLIENT PROFILES AND WEALTH PORTFOLIOS BASED ON CURRENT ECONOMIC CONDITIONS; GLOBAL PRACTICES WITHIN THE PRIVATE BANKING INDUSTRY; CROSSBORDER BANKING REGULATIONS AND LAWS APPLIED TO FINANCIAL PLANNING; ANALYZING LEGAL DOCUMENTS RELATED TO FINANCE AND ESTATE PLANNING; 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 PORTFOLIO ANALYSIS AND 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 COMPARING POTENTIAL ALLOCATION STRATEGIES AND GENERATING MULTIPERIOD PROJECTIONS BASED ON COMPLEX MARKET CONDITIONS USING MONTE CARLO SIMULATION ANALYSIS.br br THIS POSITION REQUIRES UP TO 20 DOMESTIC OR INTERNATIONAL TRAVEL.

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

2021-02-11

SWA Job Order End Date

2021-03-19

Sunday Edition Newspaper

Y

First Newspaper Name

The New York Times

First Advertisement Start Date

2021-03-28

Second Newspaper Ad Name

The New York Times

Second Advertisement Type

Newspaper

Second Ad Start Date

2021-04-04

Employer Website From Date

2021-03-18

Employer Website To Date

2021-04-06

Professional Organization Ad From Date

2022-01-01 10:29:51

Professional Organization Advertisement To Date

2022-01-01 10:29:51

Job Search Website From Date

2021-03-29

Job Search Website To Date

2021-04-05

Employee Referral Program From Date

2022-01-01 10:29:51

Employee Referral Program To Date

2022-01-01 10:29:51

Local Ethnic Paper From Date

2021-03-31

Local Ethnic Paper To Date

2021-03-31

Radio/TV Ad From Date

2022-01-01 10:29:51

Radio/TV Ad To Date

2022-01-01 10:29:51

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

SPAIN

Foreign Worker Birth Country

SPAIN

Class of Admission

L-1

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2012

Foreign Worker Institution of Education

UNIVERSIDAD PONTIFICIA DE COMILLAS

Foreign Worker Education Institution Address 1

CALLE DE ALBERTO AGUILERA

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

MADRID

Foreign Worker Education Institution State/Province

MADRID

Foreign Worker Education Institution Country

SPAIN

Foreign Worker Education Institution Postal Code

28015

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Jaclyn C Otfinoski

Preparer Title

Attorney

Preparer Email

Jaclyn.Otfinoski@ogletree.com

Employer Information Declaration Name

Jennifer R Shapiro

Employer Information Declaration Title

Attorney in Fact ED, Asst. Gen. Counsel