Steven Mandia

Associate Analyst | Financials & Real Estate Coverage at The William C. Dunkelberg Owl Fund
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Contact Information
us****@****om
(386) 825-5501
Location
Ambler, Pennsylvania, United States, US

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Credentials

  • FactSet Essentials: Core Products
    FactSet
    Jun, 2022
    - Nov, 2024
  • Bloomberg Market Concepts Certification
    Bloomberg LP
    May, 2022
    - Nov, 2024

Experience

  • The William C. Dunkelberg Owl Fund
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Associate Analyst | Financials & Real Estate Coverage
      • May 2023 - Present

      The William C. Dunkelberg Owl Fund is a student managed, long only investment fund with ~$1.0mn in AUM. The William C. Dunkelberg Owl Fund is a student managed, long only investment fund with ~$1.0mn in AUM.

  • Temple Finance Association
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President of Internal Operations
      • May 2023 - Present

    • Director of Community Service
      • May 2022 - May 2023

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Management Operations Summer Analyst
      • Jun 2023 - Aug 2023

      Derivative Onboarding group Derivative Onboarding group

  • Temple University Fox Fund
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Lead Analyst | Commodities Coverage
      • Sep 2022 - Dec 2022

      Led a team of four other students to identify and pitch an intrinsically undervalued company operating within the Commodities sector, which was broken down into Energy, Utilities and Materials.Deliverables:- Comprehensive group pitch including an investment and undervaluation thesis, risks to investment these, industry overview, and catalysts/drivers for Haliburton Co. (HAL)- Forward-looking three-statement model projecting the revenue growth of HAL's respective segments

    • Associate Analyst | Information Technology Coverage
      • Feb 2022 - Dec 2022

      The Fox Fund is a virtual long-only equity portfolio formed to educate students on the investment principles and methodologies of value investing. The Fox Fund is comprised of 40-50 students analyzing various sectors of the market deriving written BUY recommendations and corresponding pitches for undervalued equities.

  • Peirce Phelps
    • United States
    • Wholesale
    • 100 - 200 Employee
    • Demand Planning Intern
      • Jun 2022 - Aug 2022

  • V BUCCAFURI & SONS INC
    • United States
    • Landscaper
      • Mar 2021 - Aug 2021

Education

  • Fox School of Business at Temple University
    Bachelor of Business Administration - BBA, Finance, Corporate Valuation
    2020 - 2024
  • Hatboro-Horsham Senior High School
    High School Diploma
    2016 - 2020

Community

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