Robert J. Amend, III

Experience

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  C&F Wealth Management Corporation

  May 2014 - Aug 2014

  Investment Intern/Portfolio Analyst

  Performed portfolio reviews on approximately 125 client accounts Analyzed a multitude of risk factors in client portfolios through research (S&P, YahooFinance, and Barron’s) and data compilation (YahooFinance)Made recommendations based on research and portfolio objective for clients

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  Genworth

  Oct 2015 - Apr 2016

  Benefit Analyst

  Utilized Excel to streamline the accurate payments of the largest long-term care claim block on my team (375 claims) in a timely manner Analyzed the benefit eligibility of each claim during an annual or biannual review Reconciled payment discrepancies of clients’ accounts in order to accurately reflect reimbursements for federal tax purposes

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  Newport Group

  Apr 2016 - Nov 2017

  Associate Plan Administrator

  Established a new process using Excel for non-qualified, deferred compensation benefit plan accounts, ensuring the efficient and proper recordkeeping of large Fortune 500 companiesCollaborated with the client services team to plan, develop, deliver, and service clients’ corporate nonqualified plans Managed daily transaction activity with the Trustee and trading desk, ensuring smooth operations

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  Caprin Asset Management, LLC

  Nov 2017 - Nov 2020

  Operations/Portfolio Analyst

  Enhanced integrity of composite composite performance data sent to external databases and vendors by creating an Excel spreadsheet with VBA script, identifying errors and omission, resulting in cost savingsEstablished a weekly compliance audit program via Excel and VBA script to audit company’s three databases to ensure the accurate setup and maintaining of client data, leading to cost savingsConstructed municipal, fixed income portfolios for HNW clients by identifying new municipal bond offerings and attractive, relative-value municipal bonds using Bloomberg, TMC Bonds, and TradeWeb trading platforms Provided quarterly credit analysis for current municipal and corporate bond holdings used by the Credit Committee to identify deteriorating credits of issuers before they are downgraded Show less

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  VML/VACo Finance

  Nov 2020 - Nov 2021

  Senior Analyst

  Revamped marketing material and strategy for the Virginia Investment Pool by negotiating the company’s inaugural data subscription with ICE Data Indices, LLC, adding historical data and charts Successfully implemented and executed a new cash management strategy for the Virginia Local Government Finance Corporation, improving overall financial efficiencyOversaw VACo/VML’s Investment Programs: Virginia Pooled OPEB Trust ($1.75 billion) and Virginia Investment Pool ($1.9 billion) ensuring optimal performance and compliance Show less

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  Brown Advisory

  Nov 2021 - Apr 2024

  Portfolio Analyst

  Designed and implemented a sophisticated Excel model, integrating FactSet data functions and internal accounting reports, to efficiently analyze complex client balance sheetsIdentified and resolved material performance errors of internal hedge fund-of-funds by implementing a new Excel calculation spreadsheet which included rolling period returns, alpha, beta, and Sharpe Ratio statistics versus the funds’ benchmarksSpearheaded the transition of management of separately managed, municipal bond accounts from external to internal management, improving performance and reducing client costsCollaborated with multiple portfolio managers to manage the day-to-day operations of multi-strategy portfolios for HNW individuals, family offices, endowments, and foundationsRecognized as a subject matter expert (SME) of municipal and treasury fixed-income securities, providing key insights and guidance for the Virginia offices Show less

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  BHE GT&S

  May 2024 - now

  • Financial Analyst - Lead

    Oct 2024 - now

  • Financial Analyst

    May 2024 - Oct 2024