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James Robelotto

James Robelotto

Core Equity Analyst

CSULB Student Managed Investment Fund (SMIF)

Core Equity Analyst at Student Managed Investment Fund (SMIF)

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CSULB Student Managed Investment Fund (SMIF)

Core Equity Analyst

-Editing and submitting a Request For Proposal to compete for portfolio grants
-Assist in the formation of an economic forecast to determine current state of the economy and the business cycle
-Conduct Top-Down, sector specific research
-Analyze individual securities and their contributions to three portfolios totaling approximately $250,000

Career medium 02
Career
Career medium 06

Halbert Hargrove

Finance Intern

-Assisting in the conversion of a new performance/portfolio system
-Creating and reviewing wealth advisory documents
-Compiling relevant data on competing firms
-Generating daily performance reports
-Supporting relations team through client portfolio maintenance
-Bloomberg Terminal Research

Career

Northrop Grumman Aerospace Systems

University Recruiting & Relations Intern

-Arranged weekly Intern events to broaden the knowledge of the company
-Contacted Executive speakers to schedule their time effectively
-Coordinated with incoming interns and managed housing and logistics
-Assisted in recruitment of new employees

Career medium 02
Career
Career medium 04

California State University, Long Beach

Student Orientation Advisor (SOAR)

-Communicated information regarding university catalog, layout, policies, and procedures
-Provided tours to incoming students and facilitated understanding of campus operations
-Described course offerings and recommended a unique schedule for each student based on Major
-Accurately communicated concepts such as the university’s policies
-Mentored incoming students and supported their adjustment to college life

Career

West Torrance High School

California State University-Long Beach

Bachelor's degree, Finance and Investments