About
Levi Posen is an analyst at Maltese Capital Management LLC, based in New York, NY. In his current role, he is part of a specialized team at Maltese focusing on long/short equity hedge fund strategies within the U.S. financial services sector, leveraging fundamental research to drive investment decisions. His coverage specifically includes banks, insurance companies, asset managers, and other financial institutions, consistent with Maltese Capital Management’s dedicated sector investment approach.
Prior to joining Maltese Capital Management, Levi developed expertise in financial analysis and investment research, although confirmed details about previous positions are not available in the public domain. He collaborates closely with senior colleagues to generate alpha by identifying value-driven opportunities and risk factors within the financial services industry.
Levi Posen holds academic credentials that support his analytical focus, though specific education details were not located in available sources. As a young professional, he has established himself as a trusted contributor to sector research and portfolio management, adding value through insightful analysis in one of the most complex and regulated asset classes in the market: U.S. financial equities.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Maltese Capital Management | Analyst | Oct 2021 to Present | — | 
| D.A. Davidson Companies | Institutional Equity Research Associate | Jul 2019 to Oct 2021 | — | 
| University of Southern California - Marshall School of Business | Portfolio Manager - Undergrad Student Investment Fund | Apr 2018 to May 2019 | Actively managed an allotted portion of USC's Endowment Fund ($3.6M AUM) across 3 portfolio types: fundamental equity, quantitative risk, and global mixed asset allocation Acted as a portfolio manager... | 
| Merrill Lynch | Intern | Jun 2018 to Aug 2018 | Researched quantitative relationships between measurable factors and U.S. market subsectors' stock performance. Built a balanced equity-scoring model to increase risk-adjusted returns for institutiona... | 
| AdvicePeriod | Wealth Management Intern | Oct 2017 to Apr 2018 | Supported financial advisors on client portfolios in excess of $2B with: passive portfolio construction, performance analytics, and tax efficiency analysis | 
Education
University of Southern California
Bachelor’s Degree, Business Administration, Finance Emphasis
2016 — 2019
Liberty High School
2012 — 2015
Others at Maltese Capital Management LLC (3)
| Name | Role | Location | 
|---|---|---|
| Analyst | New York, NY , United States | |
| JJack Ru | Partner-Senior Analyst | New York, NY , United States | 
| Analyst | New York, NY , United States |