Experience

LOLC Securities Limited

• Sri Lanka
• Financial Services
• 1 - 100 Employee

• Deputy Manager - Economics & Equity Research

  • Apr 2021 - Present

• Research Analyst

  • Jul 2018 - Mar 2021

• Investment Adviser

  • Oct 2011 - Jun 2018

  EducateDiscussing clients' financial goals and educating clients on various ways to accomplish them. This includes giving overviews of different investment types and explaining how each can benefit, or hinder, the client's objectives.Determine Risk ToleranceHelp clients assess how aggressive they can be with their investments and the amount of risk they can bear. I must consider the client's long- and short-term goals, family status, age, employment and expenses to give the most accurate advice.Analyse Investment OptionsEstablish the client's goals and needs,I must research and analyse investments, strategies and market conditions to determine which option is most appropriate. I must also keep up with market trends and financial news to ensure their guidance is accurate and relevant.Provide Investment RecommendationsAfter conducting the required research,I put forward an investment strategy that can best help the client meet their goals. This plan usually involves combining more than one type of investment, such as integrating stocks with bills,bonds to help diversify the portfolio and mitigate risk. Record KeepingI need to work with sensitive financial information,I have a responsibility to keep detailed records of the services which I provide. These include signed contracts, disclosure statements, advisory reports and other client documents, as well as clear documentation of invoices, payments received and the exact services rendered. Regulatory and Legal KnowledgeI ve to required to possess thorough knowledge of regulatory requirements of SEC and Central Bank regarding investments, financial advice and fees for financial services.Ethics ComplianceSEC requires that I must abide by stringent ethics rules to ensure impartial, good faith advice. This is sometimes referred to as "fiduciary duty."



Bartleet Religare Securities

• Sri Lanka
• Capital Markets
• 1 - 100 Employee

• Investment Adviser

  • Feb 2010 - Oct 2011



Bank of Ceylon

• Sri Lanka
• Banking
• 700 & Above Employee

• Completed the Internship program

  • May 2009 - Sep 2009



Peoples Bank

• United States
• Banking
• 300 - 400 Employee

• Temporary Teller

  • Feb 2005 - Sep 2005



DIAS ASSOCIATES LTD

• United Kingdom
• Accounting

• Audit Trainee

  • Feb 2004 - Feb 2005