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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)


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 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


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 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


West Torrance High School

California State University-Long Beach

Bachelor's degree, Finance and Investments