Joseph Manberg Email & Phone Number

Attended weekly Junior Analyst and group-wide meetings to collaborate on managing $300,000 of Northeastern University’s endowment, focused on public equities under $5 billion in market cap. Worked in pitch teams of 5-6 students from various academic years, applying financial analysis and valuation techniques to uncover undervalued stocks with significant mispricing. Leveraged Excel, PowerPoint, PitchBook, Bloomberg Terminals, and corporate filings (10-K, 10-Q) for in-depth analyses, including Discounted Cash Flow (DCF) models, concise reports, and company presentations. Gathered industry insights and primary data to support strategic investment decisions, contributing to pitches with a unique, long-only investment perspective.

Continued development with Northeastern’s Scholars of Finance chapter, participating in a technical workshop focused on stock pitching skills. Engaged in weekly 1.5-hour sessions covering essential financial concepts, including DCF modeling, stock screening, impact and sustainability investing, and other analysis techniques to evaluate companies effectively.

Contributed to developing educational materials and presenting biweekly content focused on expanding student knowledge of emerging and existing global markets, including Chinese markets. Collaborated in a team of six, attending weekly meetings on Thursdays from 6pm to 7pm to analyze and discuss the current state of specific global markets, such as real estate, foreign exchanges, and private equity. Conducted research on market trends and current events, enriching members’ understanding of the Chinese economy and fostering a real-world perspective on global economic shifts.

Conducted daily reviews of internship opportunities across 15+ assigned companies, focusing on competitive high-finance roles like Investment Banking, providing valuable resources to students seeking finance internships. Collaborated with 2 team members via Slack to continuously update and maintain the internship database, ensuring all checks are completed by necessary deadlines. Utilized a shared sheet to track company assignments and record results, including data entry of key job details such as industry, location, and role. Streamlined data collection and management, improving efficiency and providing valuable resources to students seeking finance internships.

Completed a seven-week Leadership Development Program aimed at building character and integrity in future finance leaders through values-based learning. Attended weekly 1.5-hour sessions focused on defining personal values, developing a mission, and establishing leadership habits. Progressed through topics like the importance of values in leadership, the influence of values on decision-making and behavior, and strategies for continual growth as principled leaders. Concluded with creating an actionable growth plan to carry forward a commitment to integrity and stewardship in finance.

A non-profit, selective national organization dedicated to developing character and integrity in the future finance leaders of tomorrow. Participated in Scholars of Finance's seven-week Leadership Development Program, aimed at enhancing leadership effectiveness by encouraging individuals to reflect on and align their personal values with their leadership approach, creating a path to becoming a principled leader.

Verona, New Jersey, United States

Performed in-depth research on potential investment opportunities and stock screenings using advanced financial tools such as Bloomberg, FactSet, and Yahoo Finance, actively refining investment recommendations based on comprehensive feedback from multiple team members. Developed and delivered detailed presentations, including slideshows and one-page summary reports, to communicate complex investment analyses and strategies to internal stakeholders and clients, which included managing mutual funds, certificates of deposit, and other equities.

Coordinated with six analysts working to identify, evaluate, and present stocks to the investment group general body. Participated in an initial pitch round before each sector pitch, researching and presenting individual proposals for a collective sector presentation stock pitch to the investment group based on majority votes. Employed different analytical techniques to assess the potential of stock, including Price/Earnings, Beta, EV/EBITDA, and the creation of a Discounted Cash Flow model.

Attended one-hour weekly sector meetings and group stock pitches in the Materials of Industrials Sector of the Bentley Investment Group. Analyzed undervalued US-based equities to a $1.3 million student-run portfolio, utilizing qualitative and quantitative models with the objective to outperform the S&P 500.

Promoted to Head of Communications in February 2024, overseeing the club’s communication efforts. Ensured Bentley Marketing Association’s events are properly communicated to the general body and prospective club members through multiple emails prior to events.

Cooperated with current treasurer to create and implement a budget for the Bentley Marketing Association for the 2024 spring semester. Worked within significant budget constraints to ensure approved budget met executive board’s comments and concerns.

Appointed to the Organizational Management Committee and collaborated in approving and introducing new student clubs on campus, and helped in passing multiple bills towards a new student government constitution.

Oversaw Bentley University’s largest dormitory hall, voicing concerns to the Resident Director and other faculty, and collaborated with other residence halls, assisting in campus-wide activities such as Breakfast by Moonlight.

Exceeded lifetime sales of $20,000+, buying, selling, and shipping over 650+ items on Ebay, utilizing sites such as Ebay, Facebook Marketplace, Nextdoor, OfferUp, and Craigslist. Maintained a positive attitude towards customers and received over 250+ positive reviews, negotiating and maintaining repeat customers.

Ramsey, New Jersey, United States

Handled cash and card operations, including issuing gift cards, counting and giving back cash, debit, credit, and SNAP transactions. Utilized verbal communication skills involving customer disputes, cash totals, and item details while operating in a fast paced environment including customer service. Worked multiple tasks during shifts, including stocking shelves, different departments, and maintaining a sterile environment to management standards. Managed register by organizing, cleaning, and closing after the end of each shift.

Education record

Education record

Education record