Dylan Rotella Email & Phone Number

Boston, Ma

Greater Boston Area

Smithfield, Ri

-Selected into prestigious student managed long equity fund that invests $1M+ of endowment across global markets-Lead the Industrial Sector in screening, researching, and evaluating stocks and ETF’s as new investments opportunities while continuously re-evaluating and tracking current holdings -Pitch buy/sell recommendations to peers, as supported by financial models and comparable company valuations-Part of Accounting and Compliance Committee, reconcile transactions and monitor sector asset allocations

Arlington, Va

-Created custom performance reports for multiple clients to allow clients to accurately measure their performance against the market-Quality check performance data in order to mitigate, detect, and correct any errors before performance reports reach investment teams and clients-Produced a business line project on the many aspects of the performance reporting group to management -Boosted the efficiency of producing and finalizing reports for major clients

Rutland, Vt

-Watched the aspects of buying/ selling stocks, bonds, and other financial activities -Attended various client and staff meetings