Experience

ICREA

• E-Learning Providers
• 1 - 100 Employee

• Management Trainee

  • Aug 2022 - Present

  Maintain and develop existing and new C-Level relationships Parallelly manage multiple mandates Interpret main business drivers to ensure that transactions are successfully executed Analyze financial statements to evaluate the target company’s performance and identify the risk associated for the incoming investor Interact extensively with the entire personnel of target companies and the client by attending virtual and in-person meetings Review and prepare Investment Memorandums Conduct detailed research and prepare Investment Teasers Review and prepare Running Pitch Lists (RPLs) Analyze the target company’s performance and prepare risk analysis reports Review and prepare Non-disclosure Agreements Review and prepare Fee Agreements Show less



Advice Lab

• Sri Lanka
• Financial Services
• 1 - 100 Employee

• Analyst

  • Dec 2021 - Mar 2022

  Worked with financial advisors in Australia in providing financial advice to their existing and potential client base by undertaking comparative investment and insurance research and implementing recommended investment and insurance products and strategies (i.e. rebalances, full rollovers, partial rollovers) in order to satisfy client goals, financial needs and optimize clients’ personal cash flows. Provided Retirement Planning and Estates Planning advice by undertaking a holistic approach to ensure that clients were able to continue their regular lifestyle after retirement as well as to give clients the assurance of having their assets being passed on according to their Will respectively.Managed client portfolios including Self-Managed Super Funds by providing recommendations on shares, bonds, stocks and other financial products as well as assisted in monitoring the investment performance and revising investment recommendations based on the clients’ specific needs and changes in the market.Modelled cash flow projections after understanding clients’ overall existing financial position and recommended advice to provide an overview of the cash-flow position for the next couple of years.Prepared Statement of Advice documents (SoAs) and Record of Advice documents (RoAs) incorporating the research and projections completed and ensured that the overall advice document met all compliance standards and legislative obligations whilst making sure that the document was supported by credible sources provided by the advisors. Used research tools to help with research and financial projections including Wealthsolver for investment products, Risk Researcher for Insurance products and Xtools+ for financial projections on Xplan.Frequently attended meetings with advisors to provide updates on the progress of the advice process and liaised with them to present solutions to any issues that may have arisen to expedite the completion of advice. Show less

• Junior Analyst

  • Jun 2021 - Dec 2021



Sampath Bank

• Banking
• 700 & Above Employee

• Industrial Trainee

  • Aug 2017 - Feb 2018

  Worked in the Secretariat department at the Sampath Bank Head Office where I handled fund transfers to customer accounts and offered transactional customer services to customers including deposits when requested. This required me to work closely with the branch to ensure that all transactions were made in a timely manner. Liaised with the senior management to conduct the extraordinary general meeting with regards to the rights issue that was issued in 2017. Frequently communicated with various departments within the bank to resolve any issues that may have arisen as well as to fulfill requests made by shareholders submitted through the post which helped me gain a wider understanding of the bank’s operations. Show less