Morningstar Investment Management

Senior Financial Product Specialist

A-22259-23067 H-1B 2023 Certified

Salary

$119,558

Visa Type

H-1B

Job Title

Senior Financial Product Specialist

Employee's Citizenship

CHINA

Graduate School

NORTHWESTERN UNIVERSITY

Case info Company Info HR Info Attorney Position Info Employee Info

Case info

9 fields

Data Publish Year 2023

Case Number A-22259-23067

Case Status Certified

Received Date 2022-10-25

Decision Date 2023-09-01

Refile N

Original File Date -

Previous State Work Force Agency (SWA) Case Number Stete -

Schedule A or a Sheepherder Occupation N

Company Info

14 fields

Employer Name Morningstar Investment Management

Employer Address_Line 1 22 W Washington Street

Employer Address_Line 2 -

Employer City Chicago

State -

Employer State/ Province ILLINOIS

Employer Country UNITED STATES OF AMERICA

Employer Postal Code 60602

Employer Phone No. 3126966000

Employer Phone Extent No. -

Total Number of Employees 244

Employer Year of Commenced 1999

NAICS Code 5239

Foreign Worker Ownership & Interest N

HR Info

9 fields

Employer Contact Name Ty Otis

Employer Contact Address Line1 22 W Washington Street

Employer Contact Address Line2 -

Employer Contact City Chicago

Employer Contact State/ Provice ILLINOIS

Employer Contact Country UNITED STATES OF AMERICA

Employer Contact Post Code 60602

Employer Contact Phone 3126966000

Employer Contact Email ty.otis@morningstar.com

Attorney

11 fields

Agent/ Attorney Name Tejas N Shah

Agent/ Attorney Firm Name Barnes Thornburg LLP

Agent/ Attorney Phone 3122145619

Agent/ Attorney Phone Ext. -

Agent/ Attorney Address Line 1 1 N Wacker Drive

Agent/ Attorney Address Line 2 Suite 4400

Agent/ Attorney City Chicago

Agent/ Attorney State/ Province ILLINOIS

Agent/ Attorney Country UNITED STATES OF AMERICA

Agent/ Attorney Postal Code 60606

Agent/ Attorney Email Tejas.Shah@btlaw.com

Position Info

89 fields

Prevailing Wage Track Number P10021309689115

Prevailing Wage SOC Code 13-2051

Prevailing Wage SOC Title Financial Analysts

Prevailing Wage Skill Level Level IV

Prevailing Wage 119558

Prevailing Wage Unit of Pay Year

Prevailing Wage Source OES

Prevailing Wage Other Source -

Prevailing Wage Determination Date 2022-05-13

Prevailing Wage Expiration Date 2022-08-11

Wage Offer From 119558

Wage Offer To -

Wage Offer Unit of Pay Year

Workstie Address Line 1 22 W. Washington Street

Worksite Address Line 2 -

Worksite City Chicago

Worksite State ILLINOIS

Worksite Postal Code 60602

Job Title Senior Financial Product Specialist

Minimum Education Bachelor's

Other Degree/ Diploma -

Major Field of Study Finance, Accounting, Management or a related field

Required Training N

Required Training Month -

Required Field of Training -

Required Experience N

Required Expreience Months -

Accept Alternate Field of Study N

Accept Alternate Major -

Alternate Combination of Education/ Experience Y

Required Alternate Level of Education Master's

Other Alternate Level of Education -

Acceptable Years of Experience 3

Accept Foreign Educationa Y

Acceptable Alternate Occupation Y

Acceptable Alternate Occupation Month 60

Accept Alternate Job Title Experience in the financial services industry

Normal Requirements of Job Opportunity N

Required Foreign Language N

Specific Skills 3 years of experience with business processes in financial product. Experience with software development process. Experience with retirement industry. Experience defining business requirements for retirement focused applications and building products and tools used within retirement markets. Experience with facilitating and leading technical projects through full life cycle from definition to postlaunch. Experience creating, maintaining, and executing on software development rolling fourquarter roadmap. Experience with leading collaboration across multiple disciplines business, product, design, engineering, etc. and stakeholders internal, external, etc.. Experience with retirement market data and analytics. Experience with writing SQL queries.

Combination Occupation N

Offered to Applied Foreign Worker Y

ForeignWorker Live on Premises N

Live in Domestic Service Worker N

Employment Contract -

Professional Occupation Y

College/ University Teacher N

Competitive Process -

Basic Recruitment Process -

Teacher Select Date -

Teacher Publish Journal Name -

Additional Recruitment Information -

Job Oder Start Date 2022-06-28

Job Oder End Date 2022-07-28

Sunday Edition Newspaper Y

First Newspaper Name Chicago SunTimes

First Advertisement Start Date 2022-07-17

Second Newspaper Name Chicago SunTimes

Second Advertisement Type Newspaper

Second Ad Start Date 2022-07-24

Job Fair From Date -

Job Fair to Date -

On Campus Recruiting from Date -

On Campus Recruiting to Date -

Employer Website from Date 2022-06-27

Employer Website to Date 2022-08-19

Pro. Org. Ad from Date -

Pro.Org. Ad to Date -

Job Search Website from Date 2022-07-19

Job Search Website to Date 2022-07-25

Private Employment Firm from Date -

Pricate Employment Firm to Date -

Employee Referral Program from Date -

Employee Referral Program to Date -

Campus Placement from Date -

Campus Placement to Date -

Local Ethnic Newspaper from Date 2022-07-23

Local Ethnic Newspaper to Date 2022-07-23

Radio/TV Ad from Date -

Radio/TV Ad to Date -

Employer Received the Payment N

Payment Details -

Bargaining Representative Notified N/A

Posted Notice at Worksite Y

Layoff in Past Six Months N

US Worker Considered -

Country of Citizenship CHINA

Foreign Worker Birth Country CHINA

Class of Admission H-1B

Employee Info

24 fields

Foreign Worker Education Master's

Foreign Worker Education Other -

Foreign Worker Major MANAGEMENT STUDIES

Year of Compelted Education 2018

Foreign Worker Istitution of Eduation NORTHWESTERN UNIVERSITY

Foreign Worker Education Instution Address Line 1 633 CLARK ST.

Foreign Worker Education Institution Address Line 2 -

Foreign Worker Education Institution City EVANSTON

Foreign Worker Educatution Institution State IL

Foreign Worker Education Institution Country UNITED STATES OF AMERICA

Foreign Worker Education Training Post Code 60208

Foreign Worker Training Completion N/A

Foreign Worker Required Experience N/A

Foreign Worker Alternate Education and Experience Y

Foreign Worker Alternate Occupation Experience Y

Foreign Worker Experience with Employer N

Foreign Worker Employer Pay for Education N

Foreign Worker Currently Employed Y

Employer Completed Application N

Preparer Name Tejas N Shah

Preparer Title Attorney

Preparer Email Tejas.Shah@btlaw.com

Employer Information Declaration Name Tahele Otis

Employer Declaration Title Immigration Coordinator