Fiscal Year

2022

Case Number

A-21208-23185

Case Status

Certified-Expired

Received Date

2021-08-20

Decision Date

2022-01-28

Refile

N

Original File Date

2022-01-01 10:50:29

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

DIMENSIONAL FUND ADVISORS

Employer Name Slug

dimensional-fund-advisors

Employer Address 1

6300 BEE CAVE ROAD

Employer Address 2

BUILDING ONE

Employer City

AUSTIN

Employer City Slug

austin

Employer State

TEXAS

Employer State Slug

texas

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

78738

Employer Phone

5123064672

Employer Number of Employees

1300

Employer Year Commenced Business

1981

NAICS Code

523930

FW Ownership Interest

N

Employer Contact Name

Alexandra Long

Employer Contact Address 1

6300 Bee Cave Road

Employer Contact Address 2

Building One

Employer Contact City

Austin

Employer Contact State/Province

TEXAS Dimensional Fund Advisors

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

73746

Employer Contact Phone

5123064672

Employer Contact Email

alexandra.long@dimensional.com

Agent Attorney Name

David Duong

Agent Attorney Firm Name

Fragomen Del Rey, Bernsen Loewy LLP

Agent Attorney Phone

972-759-6458

Agent Attorney Address 1

5080 Spectrum Drive

Agent Attorney Address 2

Suite 850W

Agent Attorney City

Addison

Agent Attorney State/Province

TEXAS

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

75001

Agent Attorney Email

dduong@fragomen.com

PW Track Number

P10020318912018

PW SOC Code

11-9199

PW SOC Title

Investment Fund Managers

PW Skill Level

Level I

PW Wage

79477.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2021-03-24

PW Expiration Date

2021-06-30

Wage Offer From

120000.00

Wage Offer To

190000.00

Average Salary

155000.00

Wage Unit of Pay

Year

Worksite Address 1

1515 S. Tryon Street

Worksite Address 2

Worksite City

Charlotte

Worksite City Slug

charlotte

Worksite State

NORTH CAROLINA

Worksite Postal Code

28203

Job Title

Associate Portfolio Manager

Job Title Slug

associate-portfolio-manager

Minimum Education

Bachelor's

Major Field of Study

Economics, Finance, Applied Mathematics, or related field

Required Training

N

Required Experience

Y

Required Experience Months

24

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

24

Accept Alternative Job Title

Finance, Accounting, or related financial investment or analysis, or related field.

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Employer will accept any suitable combination of education, training or experience.br br Experience in H.6 or H.10 to involve working with 1 factorbased investing using FamaFrench 5 factor models, capital raising and corporate restructuring events in global equity markets, management of 1940 Act mutual funds, and liquidity management of client accounts with more than 1B USD in assets under management; 2 articulating to investors, including corporations, pensions and foundations, financial consultants, and financial advisors, the inner workings of factor investing, capital market events and portfolio and investment design and implementation 3 knowledge in statistics and statistical analysis and prior work experience in the analysis of large sets of financial data to identify and explain return patterns and formulate investment strategies; and 4 large data sets and apply the skills to construct new strategies based on client demands, to analyze capital market anomalies, and to improve expected portfolio returns; 5 working with database languages including SQL, with all Microsoft office products including Access, Excel, and Visio, and with MATLAB as needed to the daytoday management of portfolios. Domestic travel 15 required

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

2021-03-26

SWA Job Order End Date

2021-04-30

Sunday Edition Newspaper

Y

First Newspaper Name

The Charlotte Observer

First Advertisement Start Date

2021-04-04

Second Newspaper Ad Name

The Charlotte Observer

Second Advertisement Type

Newspaper

Second Ad Start Date

2021-04-11

Employer Website From Date

2022-01-01 10:50:29

Employer Website To Date

2022-01-01 10:50:29

Professional Organization Ad From Date

2021-04-05

Professional Organization Advertisement To Date

2021-05-04

Job Search Website From Date

2021-04-05

Job Search Website To Date

2021-05-04

Employee Referral Program From Date

2022-01-01 10:50:29

Employee Referral Program To Date

2022-01-01 10:50:29

Local Ethnic Paper From Date

2021-04-16

Local Ethnic Paper To Date

2021-04-22

Radio/TV Ad From Date

2022-01-01 10:50:29

Radio/TV Ad To Date

2022-01-01 10:50:29

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CROATIA

Foreign Worker Birth Country

CROATIA

Class of Admission

L-1

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

APPLIED MATHEMATICS

Foreign Worker Years of Education Completed

2013

Foreign Worker Institution of Education

THE UNIVERSITY OF AUCKLAND

Foreign Worker Education Institution Address 1

PRIVATE BAG 92019

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

AUCKLAND

Foreign Worker Education Institution State/Province

Foreign Worker Education Institution Country

NEW ZEALAND

Foreign Worker Education Institution Postal Code

1142

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 Duong

Preparer Title

Attorney

Preparer Email

dduong@fragomen.com

Employer Information Declaration Name

Alexandra Long

Employer Information Declaration Title

Global Mobility Program Manager