An Investment Professional
Our firm was retained by a doctoral-level investment professional to prepare an EB-1A self-petition in the field of financial asset management. The petition was approved.
The core of the record was a piece of applied mathematics: a method, developed during his doctoral research, for calculating investment risk probabilities. Subsequently, the client moved from academia to practice, and that transition presented unique challenges. We were able to build the connection between his theoretical research and his investment management practice. We documented adoption of his unique methods by banks and investment firms across three continents — not in the petitioner's own words but in the words of the firms that had put his method into production. We paired those letters with letters from professors of mathematical statistics and econometrics explaining what the novelty and the impact of the method.
The second obstacle was that essentially the entire record sat outside the United States, in institutions and publications an adjudicator has no reason to recognize. We supplied the missing context in each instance: industry ranking for his foreign employers, readership figures for every outlet that had interviewed him or carried his articles, the membership requirements of the expert councils that had selected him, and year-by-year official wage data for the financial sector from the national statistics service.
The filing satisfied six of the eight regulatory criteria, without a request for evidence.