Alex Batka Email & Phone Number

Atlanta, Ga, Us

Atlanta, Georgia, United States

I manage the $2 million GTSF endowment as part of the nation’s largest student-run philanthropic organization. Additionally, I oversee a $250,000 portfolio with a team of 14 analysts, focusing on the reevaluation of holdings and exploration of new investment opportunities.

Atlanta, Georgia, United States

I directed a $134,000 portfolio with a team of seven analysts, overseeing regular presentations, portfolio reevaluations, and market updates. I led a consolidation strategy, selling positions in Match Group and Disney, and reallocating funds to Google, META, and Live Nation for their growth potential.

Atlanta, Georgia, United States

I utilized Bloomberg Terminal, Excel, and Morningstar to create discounted cash flow (DCF) valuations and compare stock metrics within the Media & Telecom sector. I presented a hold thesis for META, which has delivered a return of over 60% through six months.

Atlanta, Georgia, United States

I serve as an analyst for a sector in a selective organization where members organize and invest a portion of the Institute's endowment portfolio. I am in charge of researching and analyzing stocks in the Media & Telecom sector. We run DCFs, SOTP models, and different valuations on the stock we are researching. I will then work with a team to create presentations on whether to buy, sell, or hold stock.

Venice, Florida, United States

Worked closely with lead planners and CRMs of the firm to summarize, analyze, and present a holistic view of client retirement planning. Would work to communicate and analyze estate documents, tax filings, and cash flow planning simulations to aid planners on plan creation and adjustment.

Atlanta, Georgia, United States

Worked closely with many branches of the team including portfolio management, asset reporting, financial and exit planning, as well as institutional consulting. With many of these positions, I also serviced as a leader in market report calls, research meetings, and many networking/marketing events. Helped to organize business efficiencies and gain in depth experience to the world of consulting and family wealth planning.

Venice, Florida, United States

Serviced as an all encompassing intern for multiple areas of the business. On the analyst side, I aided in marketing research, stock picking, and many portfolio rebalances. Along with this, I was able to experience a range of different projects related to client planning, operational organization, and marketing efforts by the firm.

Dunwoody, Georgia, United States

Working alongside 2 or 3 other guards, I ensured the safety of patrons by preventing drowning and other injuries from occurring. I attentively watched patrons. During breaks, I would clean areas surrounding the pool and finish any small tasks. Was in charge of answering the phone and responding to customers' questions and concerns.

Bachelor Of Science - Bs, Business Administration And Management, General

Activities and Societies: Phi Delta Theta, Investment Committee

High School Diploma

Activities and Societies: Baseball, Football, National Honors Society, Spanish Honors Society, and IB Leadership.