Patrick Middleton

Background

About Patrick Middleton

As a portfolio analyst, I reduce risk in my clients’ portfolios and provide proper diversification of assets through trading and rebalancing their individual securities. People can rest assured that their money is safe in the hands of the teams of which I’m a member. PERFORMANCE MEASUREMENT I’m adept at reviewing and assessing the elements of the entire portfolio of securities that affect client performance. I’m relied on to accurately calculate our clients’ portfolios returns and locate and correct any factor that may be contributing to the inaccuracy of portfolio returns. TRADING At my most recent company, I filed hundreds of trades per day on behalf of my managers, ensuring that trades would settle at the appropriate time so sales proceeds would be available on dates when purchases were to take place. CLIENT SERVICE By coordinating with department heads and strategists, I produce 65 quarterly statements per quarter. This involved knowing the details of each client’s risk tolerances and Investment Policy Statements to ensure the inclusion of the appropriate slides. I would consult with the portfolio manager about which slides were preferred well in advance of the statement deadline and later amend reports where portfolio manager desired. WHY I'M SUCCESSFUL I am known as a strong collaborator and communicator who works well under pressure when creating the personalized client meeting reports for the four portfolio managers I support. I exercise strong attention to detail and execute trades in a timely manner when rebalancing accounts. These areas of expertise are a large part of my success as a Portfolio Analyst. SPECIALTIES Performance Measurement | Corporate Financial Analysis | Equity Research | Financial Modeling | Financial Trends | Strategic Thinking and Execution | CFA Level Candidate | Oral Presentation | Proficiency in Excel PowerPoint, Bloomberg, FactSet, and Baseline.