Investment Fund

Explore financial markets and investing through real portfolio management

Conducting real investment research, equity analysis, and advanced valuation methods to create tailored recommendations to help meet portfolio objectives.

Sector Coverage

  • Technology, Media, Telecom TAMID at Northeastern

    Technology, Media, Telecommunications

    The technology, media, and telecom (TMT) sector is an industry grouping that includes companies focused on new technologies. Companies in this industry focus on hardware, software, media, and telecom.

  • industrials TAMID at northeastern

    Industrials

    The industrial sector consists of businesses that produce capital goods, provide transportation services, manufacture heavy machinery, or build infrastructure essential to construction, manufacturing, and commercial logistics.

  • Software & Semiconductors TAMID at Northeastern

    Software & Semiconductors

    The software and semiconductor sector focuses on companies that create the components found in thousands of products such as computers, smartphones, appliances, gaming hardware, and medical equipment.

  • Consumer & Retail TAMID at Northeastern

    Consumer & Retail

    Consumer & Retail focuses on equity research on companies in the food and drink, consumer goods, luxury and retail sectors. Consumer goods are segmented into consumer staples (or consumer non-cyclical) and consumer discretionary (consumer cyclical).

What Do Investment Fund Members Gain?

Financial Modeling

Fund members develop deep financial modeling skills and analysts develop their ability to build intricate financial projections and analyze investment opportunities.

Analytical Thinking Skills

Fund Members get hands-on experience where they learn to apply analytical thinking systematically, equipping them with valuable decision-making abilities in the world of finance.

Accounting Skills

Fund members develop strong accounting skills and gain practical expertise in accounting principles, a valuable asset for financial analysis and decision-making.

Writing Skills

Fund members develop strong writing skills, including consistent practice in articulating comprehensive investment reports, research findings, and persuasive proposals.

Microsoft Excel and Powerpoint

Fund members develop proficiency in Microsoft PowerPoint and Excel by frequently utilizing these tools to create comprehensive investment presentations and perform data analysis.

Public Speaking

Fund members practice the skill of public speaking to better articulate complex financial concepts and investment strategies to other members.

Testimonials from the Fund Community

  • "Participating in the Investment Fund taught me invaluable lessons about financial modeling, equity analysis, and pitch creation that I would never have obtained in the classroom. The fundamental techniques I learned about understanding the strengths and weaknesses of a business helped me stand out in the recruiting process for my two co-ops and developed my critical thinking abilities."

    Michael Redko, Spring 2022

  • “The TAMID Investment Fund opened up avenues into investment banking that would otherwise have been extremely difficult to obtain. I acquired both interview and practical skills relevant to the field of high finance during my time in the Fund.”

    Gary Shetye, Alumni ‘23

  • I joined TAMID looking to get a better understanding of what I wanted to pursue for a career. From that perspective, the investment fund crushed my expectations. Through four years serving as an analyst, lead analyst, and director in the fund, I formed an incredible network of like-minded learners, developed skills my classes weren’t teaching me (but employers were demanding), and set myself up to pursue my dream job in Investment Banking.

    Jeffrey Wallace, Alumni ‘23

  • "TAMID's Investment Fund equipped me with the skills to effectively communicate market research and tailor it to the needs of investors. During my first co-op, I knew what to look for and where to find it, which enhanced both efficiency and the quality of deliverables for our clients. I can safely say the fund gives you a huge competitive edge in the real-world."

    Arushi Bhatia, Fall 2021

Investment Fund Leadership

  • Rajvi Shah

    Rajvi Shah

    VP of Investment Fund

  • Jessica Poprik

    Jessica Poprik

    Director of Investment Fund

  • Saariya Faraz

    Saariya Faraz

    Director of Investment Fund Development

  • Clement Baba

    Clement Baba

    Co-Director: Investment Fund Concepts

  • Angelina Tung

    Angelina Tung

    Co-Director: Investment Fund Concepts

  • Bakir Jameell

    Bakir Jameell

    Investment Fund Concepts TA

Interested in exploring Investment Fund further?

Any TAMID member has the opportunity to join the Investment Fund track, as long as they have an open mind and willingness to learn. All members must start with Investment Fund Concept Foundations.

Explore Recruitment