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Levi Posen

Levi Posen

Analyst at Maltese Capital Management LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Maltese Capital ManagementAnalystOct 2021 to Present
D.A. Davidson CompaniesInstitutional Equity Research AssociateJul 2019 to Oct 2021
University of Southern California - Marshall School of BusinessPortfolio Manager - Undergrad Student Investment FundApr 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 LynchInternJun 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...
AdvicePeriodWealth Management InternOct 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)

NameRoleLocation
Brendan Blake
Brendan Blake
AnalystNew York, NY , United States
J
Jack Ru
Partner-Senior AnalystNew York, NY , United States
Tim Allen
Tim Allen
AnalystNew York, NY , United States