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@ustrust.com
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Patrick Middleton is listed as Portfolio Analyst ~ Client Service Specialist | Investment Management based in Greater Boston, United States, United States. AeroLeads shows a work email signal at ustrust.com and a matched LinkedIn profile for Patrick Middleton.
Patrick Middleton previously worked as Senior Client Service Associate at Insight Investment and Portfolio Analyst at Us Trust. Patrick Middleton holds Master Of Business Administration (M.B.A.), Investments, Corporate Finance, Entrepereneurship, 3.1 from Northeastern University - Graduate School Of Business Administration.
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Highly skilled and collaborative Financial Services professional with an MBA and proven capabilities in portfolio analysis, performance measurement, corporate financial analysis, equity research, modeling, and client service. Known as a strong collaborator who works well under pressure. Skilled at identifying financial trends and opportunities, knowledgable, resourceful, and accurate. Strategic thinker with strong conceptualization skills who can quickly learn new processes and markets.SPECIALTIESPerformance Measurement | Corporate Financial Analysis | Equity Research | Financial Modeling | Financial Trends | Strategic Thinking and Execution | CFA Level Candidate | Public Speaking and Presentation | Proficiency in Excel PowerPoint, Bloomberg, FactSet, and Baseline.
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Boston, Massachusetts, United States
Act as liaison between relationship managers, portfolio managers, and the client by administering accounts, coordinating services, completing ad hoc tasks, and answering client queries.Prepare client reports and other performance related client deliverables promptly and accurately.Manage client on-boarding for new accounts, coordinating with multiple.
Boston, Massachusetts
My responsibilities in this position were supporting four portfolio managers providing outstanding service to clients via inputting trades, client report preparation, and general account oversight. In addition, I...►Input up to 250 trades per day on behalf of portfolio managers for portfolio reallocation, manager changes and terminations, and oversaw.
Boston, Massachusetts
My responsibilities were to support the Global Relationship Group (GRG) which consisted of analysts in the US Europe and Asia who were responsibile for addressing client performance queries.►Reconciled and clarified differences between Wellington return and custodian NAV return and distributed it to the client in a presentable “client ready” document using.
Greater Boston Area
►Performed portfolio performance attribution analysis for portfolio managers in Excel.►Coached portfolio managers to intelligently explain portfolio returns to clients in advance of meetings.►Calculated quarterly the after tax basis points and net aggregate return for a corporate pension fund.►Worked with portfolio managers to ensure timely and accurate.
Activities and Societies: Graduate Finance and Investment Club
Applicable coursework in Quantitative Methodologies and Political Economy
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Patrick Middleton is listed as Portfolio Analyst ~ Client Service Specialist | Investment Management.
AeroLeads has found 1 work email signal at @ustrust.com for Patrick Middleton.
Patrick Middleton is based in Greater Boston, United States, United States.
Patrick Middleton has worked for Insight Investment, Us Trust, and Wellington Management.
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Patrick Middleton holds Master Of Business Administration (M.B.A.), Investments, Corporate Finance, Entrepereneurship, 3.1 from Northeastern University - Graduate School Of Business Administration.
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