Joshua Posner
Dean’s List Student at Yeshiva University Sy-Syms School of Business Studying Finance
- Role
- Wealth Management Intern at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Joshua Posner
Motivated self-starter committed to financial excellence. As a finance major at Yeshiva…
Experience
Wealth Management Intern
May 2025 — Present · Boca Raton, FL, US
Responsibilities included- Evaluated a portfolio manager’s past performance and identify trends- Analyzed stocks across a range of sectors and spot key performance indicators- Supported client-facing efforts and understand the strategies used to tailor portfolios to client needs- Supported internal strategy and client facing callsGained practical experience in- Interpersonal communication through client interactions and advisor mentorship- Time management by handling multiple projects under tight deadlines- Team collaboration, especially when navigating differing viewpoints and working toward a shared goal
Education
Yeshiva University - Sy Syms School of Business
Bachelor of Science
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