Incoming 2025 Asset & Wealth Management Summer Analyst | J.P. Morgan Private Bank
Current• Incoming 2025 Asset & Wealth Management Summer Analyst• U.S. Private Bank, Morgan Partner Coverage
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Benjamin Rosenthal is listed as Wharton School, University of Pennsylvania | AWM, J.P. Morgan at J.P. Morgan, a with 59438 employees, based in Boca Raton, Florida, United States. AeroLeads shows a matched LinkedIn profile for Benjamin Rosenthal.
Benjamin Rosenthal previously worked as Incoming 2025 Asset & Wealth Management Summer Analyst | J.P. Morgan Private Bank at J.P. Morgan and Venture Capital Analyst Intern | Knollwood Investment Advisory at Knollwood Investment Advisory. Benjamin Rosenthal holds Bachelor Of Science - Bs, Finance & Management from The Wharton School.
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I am a motivated junior at the Wharton School at the University of Pennsylvania, majoring in Finance and Management. I am eager to apply my leadership skills and strong work ethic to a meaningful career opportunity.
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New York, New York, United States
• Incoming 2025 Asset & Wealth Management Summer Analyst• U.S. Private Bank, Morgan Partner Coverage
Baltimore, Maryland, United States
• Conducted research on venture capital companies and prepared investment overviews and memos.• Performed portfolio analysis for funds and individual investors, assessing performance and risk.• Developed market maps focused on various sectors, including climate technology and cryptocurrency.• Researched public equities and constructed financial models, focusing on three-statement modeling.• Engaged in client calls to evaluate the viability of potential venture capital investments.
Boca Raton, Florida, United States
• Worked with FP&A to determine future real estate and tower purchasing for the wireless communications REIT.• Created Excel reports on discontinued assets, control thresholds, and leasing policies.• Researched and reformatted applicable international corporate tax codes.• Wrote functional thresholds for accounting controls and critiqued quarterly accounting policy reports.• Developed flow charts to improve lease and billing processes.
Boca Raton, Florida, United States
• Tutored students in SAT and ACT standardized test preparation.
Boca Raton, Florida, United States
• Served food and beverages, operated cash register and drive-thru, and provided customer service.
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David Lawson
Colleague at J.P. MorganUnited States
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Hethal Samant
Colleague at J.P. MorganJersey City, New Jersey, United States
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Yu Dinah Chan
Colleague at J.P. MorganHong Kong Sar, Hong Kong
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Jasmin Gruber
Colleague at J.P. MorganGreater Hamburg Area, Germany
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Abhijeet Saha
Colleague at J.P. MorganBengaluru, Karnataka, India
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Maria J. Cho
Colleague at J.P. MorganNew York, United States
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Antonino Porta
Colleague at J.P. MorganPalermo, Sicily, Italy
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Kyle Lee
Colleague at J.P. MorganSeoul, South Korea, Korea, Republic Of
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Ivy Tang
Colleague at J.P. MorganSingapore
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Gissell Lopez
Colleague at J.P. MorganNew York, United States
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Study Abroad - London, England | Spring 2025
Wharton LBW is a selective summer program for rising high school seniors to develop leadership, teamwork, and business skills.
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Benjamin Rosenthal works for J.P. Morgan.
Benjamin Rosenthal is listed as Wharton School, University of Pennsylvania | AWM, J.P. Morgan at J.P. Morgan.
Benjamin Rosenthal is based in Boca Raton, Florida, United States while working with J.P. Morgan.
Benjamin Rosenthal has worked for J.P. Morgan, Knollwood Investment Advisory, Sba Communications, Peer2Peer, and Starbucks.
Benjamin Rosenthal's colleagues at J.P. Morgan include David Lawson, Hethal Samant, Yu Dinah Chan, Jasmin Gruber, and Abhijeet Saha.
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Benjamin Rosenthal holds Bachelor Of Science - Bs, Finance & Management from The Wharton School.
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