Eric N.

Bayer

Ebayer1@students.towson.edu
443-617-5135
3 Stonewain Court #3B
Towson, MD 21204
Education
B.S. in Business Administration with a concentration in Finance
Towson University, Towson, Maryland (Fall 2015 Current)
GPA: 3.8/4.00
Passed CFA level 1 Exam (June 2016)
A.S. in Business Administration
Harford Community College, Harford County, Maryland (Fall 2013 Spring 2015)
GPA: 3.92/4.00
Website: http://tuinvestmentgroup.weebly.com/analyst-reports.html
Relevant Coursework
Micro/Macro/Banking Economics, Project Management, Investment & Equity Security Analysis,
Intermediate Accounting, Calculus with Applications, Financial Modeling, Business Ethics, Statistics I
Work Experience
Internship, Heritage Financial Consultants LLC, Hunt Valley, MD, March 2016 Present (7 months)
Compile annual & semiannual reviews for clients
Interact daily with Financial Planners & Planner Assistants
Analyze mutual funds, private REITs, MLPs, and equities
Compile alternative mutual fund list based on expense ratios, load fees, and performance that
outperforms current funds by 1.2% annually
Associate, Kleins Shoprite, Phoenix, MD, April 2013 October 2015
Handled requests by customers, vendors, and upper level management
Trained future employees by using hands-on tactics from job experience
Activities/ Honors
Portfolio Manager, Towson University Investment Group, May 2016 Present
Manage an equity portfolio with a value of $130,000
Lead investment group meetings that strive to teach financial and investment literacy
Started Equity Research Analyst Program and currently oversee 8 Equity Research Analysts
Presidents List, Harford Community College, August 2013 May 2015
Reserved for those with a 3.5 GPA or above each semester
Deans list 4/4 semesters
Deans List, Towson University, August 2015 Present
Reserved for those with a 3.5 GPA or above each semester
Deans list 2/2 semesters

Portfolio Management, Family, Equity, Debt, and Option Trading, August 2013 May 2016
Extensive experience with equity and derivatives analysis and trading
500k AUM using a highly concentrated long/short strategy
Volunteer, Blue Water Baltimore at Towson University, Fall 2015-Spring 2016
Cleaned local streams
Helped spread news of new volunteer opportunities by word of mouth
Alfred OConnell Scholarship, Harford Community College, August 2013-May 2015
Senatorial State Scholarship, Towson University, August 2015 Present
Volunteer/Drop off zone coordinator, Marine Toys for Tots Foundation, 2013
Participant, Catholic Charities of Baltimore Dragon Boat Races, September 2016
Skills

Microsoft Excel: highly proficient with Excel functions including vlookup, pivot tables, data
connections, and financial modeling
Bloomberg Terminal: moderate proficiency, used for family, TUIG, and personal research
Security Valuation Modeling: DCF, DDM equity modeling, and financial statement forecasting
Equity Analysis: extensive knowledge on micro and macroeconomic conditions and their effect
on individual securities