Rukmal Fernando

About Rukmal Fernando

I\'m an entrepreneur at heart and love the challenge of starting and growing businesses…

Experience

1. Senior Gips Performance Analyst

   Flexible Plan Investments, Ltd.

   Apr 1997 — Present · Bloomfield Hills, MI, US

   Main responsibility was product research & development of investment strategies and Mutual Funds. Other responsibilities include: Monitoring existing investment strategies, performance attribution, quantitative research and analysis, implementation of investment decisions, portfolio management, performance evaluation & reporting.Use Bloomberg terminal and Morningstar to update baskets and run quarterly fund screening for our mutual funds.Helped develop proprietary financial models for trading equities, mutual funds and annuities. Contributing ad-hoc analyses using SQL queries, research papers, and strategy creation as well as compilation of data and statistics in support of those analyses.Responsible for GIPS verification and compliance with performance standards, including the coordination of composite verification process with 3rd party auditor.• Manage the GIPS compliance for an asset manager with $3 billion assets under management / 500+ composites encompassing institutional, mutual fund and SMA retail businesses.• Performed reconciliation, investment administration, and quality controls to ensure accurate performance reporting on the account/composite level. • Compute and report firm wide model performance for portfolios with ~$2+ Billion assets under management• Expertise in CAPS software and GIPS performance reconciliation and reporting.• Experienced in GIPS-compliant performance updating of portfolios and composites, including analytics.• Performed reconciliation, investment administration, and quality controls to ensure accurate performance reporting on the account/composite levelBusiness Analysis and Project Management• Collaborated with IT team as a subject matter expert to redesign company trading programs to ensure new product is efficient and accurate.• Created an automated process to solve for a resource consuming query that was utilized by several departments leading to a significant team efficiency.

Education

• Purdue University Fort Wayne

  Finance/Economics

  1987 — 1991

Skills

• Public Relations
• Graphic Design
• Online Advertising
• Team Building
• Social Media Marketing
• Digital Marketing
• Project Management
• Web Development
• Market Research
• Gips Compliance
• Gips
• Portfolio Management
• Start-Ups
• Investments
• Web Design
• Entrepreneurship
• Corporate Branding
• Recruiting
• Mobile Applications
• Social Media
• Online Marketing
• Advertising
• Marketing Strategy