Robert Pigott, Cfa Email & Phone Number

Fort Worth, Texas, Us

Fort Worth, Texas, Us

Fort Worth, Texas, Us

Fort Worth, Texas, Us

Advise Fortune 1000 firms on investment strategies for employee benefit obligations and other corporate investments...from strategy consultations and portfolio management, to asset allocation modeling and performance evaluations. Conduct portfolio management research and communicate findings via written reports. Perform fundamental due diligence and quantitative analysis for current and potential investment opportunities, including traditional and alternative asset classes. Serve as a member of the CIS Investment Committee.• Increased client revenue in partnership with outside consulting firm by means of expanded CIS advisory services, generating over $100,000 in first year revenue for parent company.• Instrumental contributor to growth of asset management line of business by defining service offerings and building infrastructure necessary to serve corporate and banking markets simultaneously.• Key strategist in the development of prospective suite of insurance-dedicated alternative investment products designed for plan sponsors with reduced volatility parameters.• Demonstrated operational efficiency through process improvement and analyst training which streamlined reporting processes and provided superior client performance deliverables, new investment screening analytics, and enhanced capital market research.

San Antonio, Texas, Us

Worked directly with the Vice President of Investments delivering institutional-like investment management services to ultra high net worth clientele, foundations, and small businesses. Conducted extensive research, modeling, and due diligence on fixed income, equity, and alternative investment strategies. Participated in investment strategy meetings and presented recommendations.

Settled bank’s daily cash and funding position, developed and implemented borrowing and investment strategies based on expected cash needs (short-term asset/liability analysis) with federal fund brokers, the FHLB, and upstream correspondent banks. Originally joined the firm as a member of the Management Trainee Program. After program completion, was selected to join the Investment and Treasury department.• Recommended and established new relationships with additional fed funds brokers which expanded the bank’s access to cash markets and produced a more flexible liquidity process.• Streamlined reporting function between wire room and cash desk to maximize the amount of funds available for investment on a daily and weekly basis and minimize the amount of funds needed for liquidity.• Discovered inefficiencies within float tables for interest rate calculations on deposits which generated $250,000+ in annual cost savings and increased the investment timetable for incoming cash.