travis blair resume
TRANSCRIPT
75 N. High St. Travis Blair (330) 437-9222 Athens, OH 45701 [email protected]
Education
Ohio University | Athens, OH Enrollment: August 2014 – May 2017
Bachelor of Business Administration, College of Business Major GPA: 3.9/4.0
Finance & Business Economics Cumulative GPA: 3.6/4.0
CFA Level I Candidate
Certifications
FactSet – Certification in Financial Modeling Bloomberg – Certification in Security Analysis
Experience
Sycamore Capital Management | Cincinnati, OH May 2016 – August 2016
Analyst
Sycamore Capital received the 2015 Thomson Reuters Lipper Fund award for best mid-cap value equity
fund for the last 10-year period
Conducted research & analysis as well as compiled research reports to assist in the management of $10
billion AUM in small & mid-cap value portfolios with a bottom up emphasis
Utilized FactSet for security analysis and macroeconomic & industry research to assist PMs
Met with company management and sell side analysts to assess company drivers and industry outlook
FirstMerit PrivateBank | Akron, OH May 2015 – July 2015
Wealth Investment Analyst
Conducted analysis of securities in various investment strategies which accounted for $1 billion of AUM
Provided rationale for security recommendations, strategy trades, and portfolio weightings
Reviewed & compiled macroeconomic & company research for analysts and portfolio managers
Created daily investment reports to update PMs and analysts on market driving events
Ohio University Student Equity Management Group | Athens, OH August 2014 – Present
Head Analyst
Work in teams to provide security analysis and management of a $3.3 million portfolio for Ohio
University’s Endowment Fund
Lead a team of equity research analysts in researching company specific and macroeconomic thesis points
Conduct top-down qualitative and quantitative analyses across sectors
Utilize various valuation models including DCF, DDM, and comparable analysis
Report security specific news, analyze quarterly earnings, update price targets, and reevaluate company
catalysts to continuously monitor the portfolio
Leadership
Select Leaders | Athens, OH April 2015 – Present
Active Member
Selected to represent Ohio University in engagements with high profile alumni, donors, and executives
Center for Student Legal Services | Athens, OH April 2015 – Present
Treasurer
Create and actively manage a budget of $275,000 for a student legal defense group at Ohio University
CFA Research Challenge | Wilmington, OH December 2015 – Present
Regional Finalist
One of five students in the College of Business selected to generate and present extensive industry and
company specific research in front of charterholders
Relevant Experience
Experienced in Microsoft Office Suite, Bloomberg, FactSet, Thomson Reuters, and SNL Financial