Kapila Kumara Weerasinghe

Kapila Weerasinghe
33 1/1,Shiromani Mw, Piliyandala Rd, Maharagama, Srilanka (m) +94715329615 (e) kaps2kw@gmail.com

PROFESSIONAL MEMBERSHIPS
▪ Associate Member -Association of Business Executives (Abe (UK)Business Management)
▪ Licensed Stockbroker at Colombo Stock Exchange

CORE COMPETENCES & SKILLS

▪ Experience in dealing with Equity, Debt Capital market products and financial market strategies.
▪ Experience in evaluating financial literature and forecast.
▪ Experience in Portfolio Management and restructure.
▪ Experience in Conducting of equity and fixed income related research.
▪ Experience in Credit Management and Capital Market activities.
▪ Experience in handling settlement banks, custodian banks and margin trading providers.
▪ In-depth knowledge in Fundamental and technical analysis to determine fundamental values and trends of equity price movements.
▪ Proven record of performing competitive to promote organization by being courteous to customers, related parties, through a professional appearance and by having a positive attitude.
▪ Strong numerical & analytical skills with attention to detail.
▪ Proficient in Microsoft Word, Excel and Power Point.
▪ Knowledge and experience of Portfolio Management, Broker front office/back office and Online trading computer systems.

PROFESSIONAL EXPERIENCE

November 2015- Present First Capital Equities (Pvt) Ltd
Senior Investment Advisor / Stock Broker

▪ Carry out the Equity/Debt trading deals for corporate and high net worth clients.
▪ Investment Advisory service on Equity/Debt.
▪ Restructure and Rebalance of Investment Portfolios.
▪ Up selling and Cross selling on Products of Group Companies (Treasuries/Corporate finance )
▪ Assist to the Senior Management on Product and Market Development.
▪ Introduce New Clients and Activate Dormant clients.
▪ Arrange Client meetings and Convince clients on Products and Services.
▪ Represent the company for CSE/SEC and other corporate events.

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June 2013 – October 2015​​ ​ Innovest Investments (Pvt) Ltd
Senior Investment Consultant / Fund Manager
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▪ Analysis of financial information to forecast business, Industry and economic conditions for use in making investment decisions by the company
▪ Being specialized in bonds, portfolio management, currency and commodities.
▪ Conduct equity and fixed income related research in compliance with the provisions of the SEC act and regulations made there under together with the rules of the CSE.
▪ Gather and analyze company financial statements along with industry, regulatory and economic information.
▪ Collect financial periodicals and literature relating to political events, economic effects of natural disasters, market developments and new investment products.
▪ Interpretation of data concerning price, stability, yield and future trends of investments.
▪ Summarization of data, including the drawing of charts and graphs to illustrate reports.
▪ Handle trading orders through brokers.
▪ Arrange the meetings with prospective clients and conduct presentations on behalf of the company.
▪ Handle customer queries.

June 2007 - June 2013​​​​​ SMB Securities (Pvt) Ltd​
Senior Investment Advisor / Stock Broker​​​​​​

▪ Carry out Equity/Debt trading for Individual/Corporate clients through ATS.
▪ Provide Internet trading facility and train clients on CDAX, Iron one and Direct FN soft wares.
▪ Produce quarterly performance evaluation reports for delivery to clients.
▪ Evaluate and analyse investment performance and portfolio characteristics and produce monthly performance updates.
▪ Assist with asset allocation and asset/liability studies.
▪ Help draft investment policies.
▪ Assist with investment manager searches and evaluation.
▪ CSE data download, upload and process on DACS system.
▪ Support senior team members in the construction and delivery of presentations to clients.
▪ Prepared detailed financial analysis, credit evaluation and risk assessment for the Institutions in the various sectors namely Financial Services, Infrastructure, Telecommunication and Industrial/Services.
▪ Carried out financial modeling approaches to forecast the potential cash flow and the Debt& Equity instrument pricing.
▪ Evaluate and structured various debt capital instruments such as senior and subordinate listed/unlisted debentures, asset back funding, trust certificates, commercial papers and Syndicated loan facilities.

December 2006 – June 2007​​​​ Lanka Securities (Pvt) Ltd Investment Advisor / Stock Broker

▪ Meeting clients to understand their needs and demands.
▪ Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
▪ Analysing information and preparing plans best suited to individual clients' requirements.
▪ Consult clients to develop an investment policy statement, defining the investment strategy for the relationship.
▪ With technical investment expertise, construct and execute a broad based investment portfolio which includes multiple asset classes based on the investment policy statements , monitor and implement recommended portfolio changes.
▪ Conduct periodic investment meetings with clients.
▪ Communicate investment performance relative to benchmarks and reconcile the results with set objectives
▪ Proactively introduce investment solutions and new ideas using communication skills and salesmanship.
▪ Acquire and grow new business from existing portfolio and through client referrals and outside

December 2004 – December 2006​​​ Corporate Secretarial/Registrar Executive SSP Corporate Services (Pvt) Ltd​​​​​​​​​​​​
▪ Handle the share certificates issue, renewal, duplicate, withdrawal.
▪ Organize AGM/EGMs.
▪ Handle Private transfers and gifting.
▪ Filing of Company secretarial forms.
▪ Handle CSE reporting.
▪ Manage Dividend, Rights, Split, and Bonus Issues for listed and unlisted companies.
▪ Manage listed and unlisted Debentures.
▪ Acceptance of applications, Processing, Banking, CSE/SEC reporting, liaise with client queries on IPOs of listed companies.
▪ Liaise with Central depository system and Stock brokers.
▪ Handle the shareholders queries.

ACHIEVEMENTS
▪ Manage AUM over500 million, attracting High net worth individuals and corporate investors.
▪ Maintained well-established relationships with high net worth individuals and investors and Closed deals with high-level equity contacts.
▪ Achieved high customer satisfaction and loyalty.
▪ Built rapport with staff at all levels to facilitate effective research and data collection.

PERSONAL DATA
Date of Birth : 24/09/1979
School Attended: G/Dharmasoka College, Ambalangoda.