Prevailing Wage SOC Title :Personal Financial Advisors
Prevailing Wage Skill Level:Level II
Prevailing Wage:119995
Prevailing Wage Unit of Pay:Year
Prevailing Wage Source:OES
Prevailing Wage Other Source:
Prevailing Wage Determination Date :2021-07-15
Prevailing Wage Expiration Date :2022-06-30
Wage Offer From:135000
Wage Offer To:
Wage Offer Unit of Pay:Year
Workstie Address Line 1:390 Madison Avenue
Worksite Address Line 2:
Worksite City :New York
Worksite State:NEW YORK
Worksite Postal Code:10017
Job Title:Investment Specialist
Minimum Education:Bachelor's
Other Degree/ Diploma:
Major Field of Study:Business Administration
Required Training:N
Required Training Month:
Required Field of Training:
Required Experience :Y
Required Expreience Months :24
Accept Alternate Field of Study:Y
Accept Alternate Major:Finance or related field of study
Alternate Combination of Education/ Experience:N
Required Alternate Level of Education :
Other Alternate Level of Education:
Acceptable Years of Experience:
Accept Foreign Educationa:Y
Acceptable Alternate Occupation:Y
Acceptable Alternate Occupation Month:24
Accept Alternate Job Title:BankerInvestorFinancial Analyst, Banker Intern, Consultant Finance, or related occupation
Normal Requirements of Job Opportunity:Y
Required Foreign Language: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, Finance, or related field of study plus two 2 years of experience in the job offered or two 2 years of experience as BankerInvestorFinancial Analyst, Banker Intern, Consultant Finance, or related occupation. The required experience can be gained pre or postBachelors degree. This position requires experience with the following skills articulating financial planning strategies and investment solutions to current and prospective high net worth clients in Brazil; 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 in Brazil, in accordance with Brazilian laws and regulations; 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; comparing potential allocation strategies and generating multiperiod projections based on complex market conditions using Monte Carlo Simulation analysis; and VBA programming. This position requires experience with the following asset class products Global Equities; Taxable and Emerging Markets Fixed Income; Private Equity; Venture Capital; Real Estate; Hedge Funds including Macro, LongShort Equity, EventDriven, and Relative Value; Mutual Funds and Liquid Alternatives; Structured Products including Phoenix Notes, Buffered Return Enhanced Notes, Callable Enhanced Market Plus, Annual Review Notes, Credit Linked Notes, Reverse Convertibles, and Dual Directional Buffered Equity Notes; Commodities; Foreign Exchange and Rates; and Derivatives including Listed Options, OvertheCounter, Credit Derivatives, Asset Swaps, Credit Spread Options and Bonds, Nondeliverable Forwards, CrossCurrency Swaps, and Interest Rate Swaps. This position requires up to 20 international travel.
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:2021-08-06
Job Oder End Date:2021-09-07
Sunday Edition Newspaper:Y
First Newspaper Name:The New York Times
First Advertisement Start Date:2021-08-29
Second Newspaper Name:The New York Times
Second Advertisement Type:Newspaper
Second Ad Start Date:2021-09-05
Job Fair From Date:
Job Fair to Date:
On Campus Recruiting from Date:
On Campus Recruiting to Date:
Employer Website from Date:2021-08-23
Employer Website to Date:2021-09-08
Pro. Org. Ad from Date:
Pro.Org. Ad to Date:
Job Search Website from Date:2021-08-27
Job Search Website to Date:2021-09-03
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:2021-09-03
Local Ethnic Newspaper to Date:2021-09-03
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:BRAZIL
Foreign Worker Birth Country:BRAZIL
Class of Admission :L-1
Employee Info
Foreign Worker Education:Bachelor's
Foreign Worker Education Other:
Foreign Worker Major:BUSINESS ADMINISTRATION
Year of Compelted Education:2016
Foreign Worker Istitution of Eduation:UNIVERSITY OF SAO PAULO
Foreign Worker Education Instution Address Line 1:AV. PROF. LUCIANO GUALBERTO, 908
Foreign Worker Education Institution Address Line 2:
Foreign Worker Education Institution City:SAO PAULO
Foreign Worker Educatution Institution State: SAO PAULO
Foreign Worker Education Institution Country :BRAZIL
Foreign Worker Education Training Post Code:05508-010
Foreign Worker Training Completion :N/A
Foreign Worker Required Experience :N
Foreign Worker Alternate Education and Experience :N/A
