Experience

Xanara

• United Arab Emirates
• Financial Services
• 1 - 100 Employee

• Investment Analyst

  • Oct 2023 - Present

  Dubai, United Arab Emirates



LYNEAR Wealth Management

• Sri Lanka
• Financial Services
• 1 - 100 Employee

• Analyst - Investment Research

  • Apr 2022 - Jul 2023

  Colombo, Western Province, Sri Lanka *Lead analyst for construction, materials, banks & primary dealers and agri sector (Assigned coverage universe) for both equity and credit research *Developed and maintained comprehensive financial models for a prominent local market based Buy-side client's portfolio, encompassing 50+ models focused on the various sectors *Produced and updated equity reports, demonstrating expertise in analyzing earnings data and providing accurate and timely information to… Show more *Lead analyst for construction, materials, banks & primary dealers and agri sector (Assigned coverage universe) for both equity and credit research *Developed and maintained comprehensive financial models for a prominent local market based Buy-side client's portfolio, encompassing 50+ models focused on the various sectors *Produced and updated equity reports, demonstrating expertise in analyzing earnings data and providing accurate and timely information to clients *Performed debt capital structure analysis, covenant monitoring and credit rating assessments and produced credit reports on the companies within the client's portfolio *Mentored and trained a team of junior analysts, ensuring adherence to established Standard Operating Procedures (SOPs) and consistently high-quality deliverables *Building insightful investment theses and present to the Investment Committee in the form of presentation decks *Liaise with sell side analysts, attend management meetings, earning calls and other meetings related to macro, economic and political outlook

• Junior Analyst - Investment Research

  • Aug 2021 - Mar 2022

  *Developed, updated, and maintained comprehensive financial models for diverse buy/sell-side clients, spanning construction, materials, lubricants, banks & primary dealers and agriculture sectors *Designed and deployed effective surveys, ensuring comprehensive data collection within a limited timeframes *Leveraged expertise in financial analysis and forecasting to ensure the accuracy and reliability of models, enhancing client confidence and enabling successful… Show more *Developed, updated, and maintained comprehensive financial models for diverse buy/sell-side clients, spanning construction, materials, lubricants, banks & primary dealers and agriculture sectors *Designed and deployed effective surveys, ensuring comprehensive data collection within a limited timeframes *Leveraged expertise in financial analysis and forecasting to ensure the accuracy and reliability of models, enhancing client confidence and enabling successful transactions Translated raw data from responses into actionable insights, pinpointing key patterns for informed decision-making

• Trainee Equity Research Analyst

  • Feb 2021 - Jul 2021

  *Successfully delivered over 25 highly accurate and detailed financial models, enabling data-driven decision-making, and providing critical insights into client investments' financial performance and valuation *Managed and updated industry databases, tracking and analyzing global industry trends and maintaining a database of 5000+ industry-specific data points



MPKK Associations

• Junior Auditor

  • Jan 2019 - Dec 2020

  Sri Lanka •Meticulously conducted bookkeeping reconciliations, promptly identifying and resolving discrepancies. •Assisted senior auditors in audit planning, substantive testing, and internal control evaluation. •Prepared accurate financial reports, including income statements, balance sheets, and cash flows. •Collaborated across departments for accurate financial transaction recording and communication. •Proposed and implemented process improvements, resulting in streamlined… Show more •Meticulously conducted bookkeeping reconciliations, promptly identifying and resolving discrepancies. •Assisted senior auditors in audit planning, substantive testing, and internal control evaluation. •Prepared accurate financial reports, including income statements, balance sheets, and cash flows. •Collaborated across departments for accurate financial transaction recording and communication. •Proposed and implemented process improvements, resulting in streamlined workflows. Actively participated in professional development activities, staying updated on auditing best practices. Show less