Portfolio Manager

• Feb 2023 - Present

Assistant Portfolio Manager

• Oct 2021 - Feb 2023

• Assisting in management of investments for JB Vantage Short Term Gilt Fund (a unit trust that invests purely in government securities) and JB Vantage Value Equity Fund (a unit trust that invests in undervalued equities).• Day-to-day operations include conversing with market participants to negotiate investment opportunities on behalf of clients and conducting research to identify new investment opportunities.• Managing discretionary portfolios for high-net worth individuals according to their investment policy statement.• Preparing monthly reports and delivering quarterly update presentations to clients.• Preparing investment policy statements for new clients.• Delivering presentations to prospective clients.• Internal member of the Investment Committee, contributing towards discussions in setting the overall firm-level strategy. Show less

Equity Research Analyst

• Aug 2018 - Oct 2021

• Initially covered the Consumer Foods & Retail sector, wherein I initiated coverage of 5 companies. Subsequently moved on to cover the Banking Sector. • Initiated work on an in-depth banking industry report. The process involved conducting multiple management meetings with heads of various bank departments. • Analyzed financial statements and regularly updated the proprietary “ROE Decomposition Tree” and “Interest Spread Tree”, which depicted the various levers that were driving the bank’s ROEs and NIMs. • Prepared slides that contributed towards thematic investment presentation decks, including the Banking and Finance Sector pitch deck, which graphically analyzed the industry through multiple angles. • Built valuation models from scratch, employing the McKinsey DCF Valuation technique. Other valuation techniques included Residual Income and Relative Valuation. • Published quarterly earnings review reports and provided target prices and investment recommendations. These reports were disseminated amongst local clients and through Jefferies LLC via a co-branded research partnership. • Supervised and trained junior research associates to assist in covering my target companies. Show less

Junior Analyst

• May 2017 - Aug 2017

Equity Research Intern

• Nov 2016 - May 2017

Aided the senior investment analyst in covering the real estate sector and tourism sector of Sri Lanka. Responsibilities included collecting primary and secondary data and preparing presentations.

Treasury Intern

• Sep 2016 - Nov 2016

Internship

• Jul 2015 - Aug 2015