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Alexander I. Middleton
Permanent Address: 440-376-5579 University Address:
30216 Jefferson Way middleton25flyer@gmail.com 625 Irving Ave
Westlake, Oh 44145 Dayton, OH 45409
University of Dayton Dayton, OH
Bachelor of Science Degree in Business Administration Graduation Date: May 2017
Deans List Student GPA: 3.56/4.0
Finance Major with an emphasis in Investment Management
Collegiate football player for the University of Dayton (2012-2015)
JPMorgan Chase & Co. New York, NY
Asset Management Summer Analyst June 2016- August 2016
Helped devise customized financial strategies and plans for existing and prospective high net worth clients
Created client-facing pitch books, performance reports, and asset allocations in support of Advisors within the Private Bank
Researched and pitched investment ideas to team in preparation for client meetings
Prepared client proposals addressing clients estate planning, retirement planning and investment objectives
Davis Center for Portfolio Management Dayton, OH
Information Technology/Telecommunications Sector Analyst May 2014- Present
Student-run portfolio management group with $23.7 million of the universitys endowment invested in equities
Provide equity research within the Information Technology and Telecommunications sectors to contribute to a weekly report
Analyze industry trends within the Information Technology and Telecommunications sectors to properly allocate funds
New Member Coordinator April 2016 Present
Interviewed over 150 applicants to fill 17 spots for the 2016-2017 school year
Implemented and taught a four month internship program that culminated with the interns pitching a stock to the entire organization
Taught first-year students the basics of investing, fund specific strategies, various research tools and discounted cash flow analysis
Intern November 2013 May 2014
Selected as one of nine students to work for one of the nations premier undergraduate portfolio management centers
Used qualitative and quantitative metrics to compile a stock pitch that was presented to the members of the fund
University of Dayton Entrepreneurship Program Dayton, OH
Micro-Company Co-Founder/Accountant August 2014 June 2015
Co-founded and operated micro company that sold bracelets on the University of Dayton campus
Developed a lean business model that doubled the original investment and achieved an 80% profit margin
University of Dayton School of Business Advising Office Dayton, OH
Peer Advisor April 2016 - Present
Mentor first-year students throughout their first year and educate them as a student professor during monthly meetings
Serve as an Excel tutor and lecturer for introductory business-level classes
Assist the Academic Advisors in scheduling, advising, and interfacing with students as an administrative assistant
Dayton Country Club Dayton, OH
Facilities Manager June 2015 August 2016
Worked with high net worth clients on day-to-day basis where customer satisfaction is focus
Golf bag room attendant-responsible for grounds maintenance and efficiency
University Of Dayton Campus Recreation Dayton, OH
Intramural Official August 2014-Spring 2015
Officiated collegiate intramural sports games eight to twelve hours per week
Rebuilding Together Dayton
Rebuilding Together Dayton works to build home rehabilitation for low-income Dayton area homeowners, particularly the elderly, so they may
live in warmth, safety and independence
Worked with the organization for three years and helped to organize and recruit over 50 volunteers for 2017
United Way
Nominated by local businessman and then selected by United Way to be part of the Mott Fund Distribution committee, a prestigious group of
40 high school juniors and seniors from throughout the Cleveland area that handles over $50,000 in donations
Awarded donations to over 25 different charities in the Cleveland area to help these organizations continue their vital work
Davis Center Outreach Team Member
In charge of community relations and organizing service activities for the organization to participate in
Focus of team is to give back to the Dayton community including local charities, high schools and youth in the area
One of 14 students selected to travel to New York City to represent The University of Dayton
Networked with business professionals in the greater New York City area, including insight from industry-leading investment professionals
Included tours and sit-downs at investment firms as well as the Federal Reserve Bank and visiting the floor of the NYSE
University of Dayton Flyer Consulting Program
Consultant to non-profit businesses in the Dayton area
Formulated new marketing strategies while helping to develop more efficient business models
Stock Pitch Competition
One of 4 students selected to represent The University of Dayton in the Ross Investment Competition at The University of Michigan
Intramural Sports Captain
Competed and served as captain on 6 intramural teams for 4 consecutive years