Kalani Waduge
Kohuwala, Sri Lanka
Summary
Senior Investment Analyst with strong expertise in corporate finance, financial modelling, debt structuring, and capital markets advisory. Experienced in analyzing and interpreting financial performance, assessing risk, and preparing comprehensive credit and company profiles for prospective listings and funding transactions. Proven ability to deliver insights that support strategic financing decisions and strengthen stakeholder confidence.
Overview
15
15
years of professional experience
Work History
Senior Investment Analyst
GRIP (DIFC) Ltd
01.2023 - Current
- Conduct in-depth analysis of financial statements for prospective listings and debt financing candidates.
- Prepare credit profiles, Information Memorandums, Investment Teasers to support listing advisory and lenders.
- Analyze financial reports to assess profitability, leverage, and overall financial health.
- Interpret data on yield, price, risk, and stability to evaluate company viability.
- Monitor industry news and macroeconomic indicators to identify investment opportunities and mitigate risks.
- Develop and maintain financial models.
- Compare performance of equities and fixed income instruments to guide asset allocation strategies.
- Design tailored investment products, including structured notes and bespoke solutions.
- Conduct industry, sector and company-specific research
Financial Analyst
SAFE Holdings (Pvt) Ltd
08.2015 - 12.2022
- Developed financial models to facilitate Feasibility Studies, Investment Appraisals, Corporate and Business Plans.
- Assisted in preparing the final reports/ write ups/ concept papers for Feasibility Studies, Investment Appraisals, Corporate and Business Plans.
- Conducted Business Valuations.
- Prepared documents such as Information Memorandums, Prospectus, Investment Teasers, Term Sheets, Confidentiality Agreements in terms of debt structuring and placements.
- Liaised with Lawyers/ Investors/ Clients to successfully close debt structuring deals and helping clients maximize value creation.
- Conducted market/industry research.
Senior Executive-Business Analysis
AMW Capital Leasing & Finance PLC
10.2012 - 08.2015
- Prepared and submitted periodic MIS reports, inclusive of financial statements, management accounts, and variance reports to the Board and Management Committees.
- Worked as the Secretary to the Asset & Liabilities Committee (ALCO) Meeting of the company and prepared interest rate sensitivity gaps and maturity gaps on a regular basis.
- Generated ad hoc reports and models to support strategic planning and decision making (E.g. Arrears Analysis, Interest rate analysis, Portfolio Analysis etc.).
- Carried out competitor analysis on a regular basis.
- Developed forecasts and projections in terms of company performance for internal and external purposes. (CBSL requirements).
- Assisted in preparing the annual strategic plan of the company.
- Responsible for managing special projects.
Junior Business Analyst
Development Concepts (Pvt) LTD
06.2011 - 10.2012
- Conducted investment appraisals to prepare financial feasibility reports for client consultations.
- Facilitated stakeholder discussions to gather insights on business viability and funding opportunities.
- Studied relevant literature and gathered data to support analysis of current company positions.
- Prepared multi-currency financial statements through forecasting based on client requirements.
- Analyzed financial statements to assess performance and identify improvement areas.
- Executed sensitivity analysis to evaluate potential risks and impacts on financial projections.
- Compiled final reports and delivered formal presentations to clients, summarizing findings and recommendations.
- Assisted consultant teams in developing business plans, corporate strategies, and valuations across various industries.
Fund Administrator
HSBC Securities Services
04.2010 - 03.2011
- Managed nearly 75 funds within Fund of Funds Portfolio Valuation department for US clients.
- Prepared monthly and weekly statements while reconciling fund movements and security pricing.
- Achieved strong performance rating of 3 in 2011, surpassing peers and market expectations.
Education
Passed Level I
Chartered Financial Analyst (CFA)
06-2015
Associate Member
Chartered Institute of Management Accountants- UK
03-2012
Skills
- Financial modeling
- Investment analysis
- Credit profiling
- Data interpretation
- Market research
- Business valuation
Disclaimer
I hereby certify that the above information is true and accurate to the best of my knowledge.
References
- Mrs. Sharmila Welagedera, Freelance Consultant, 0775-511214
- Mrs. Dimuthu Tillakaratne, Chief Financial Officer, Alliance Finance PLC, 84, Ward Place, Colombo, 0773-958496
Personal Information
- Age: 37
- Date of Birth: 05/18/88
- Gender: Female
- Nationality: Sri Lankan
- Marital Status: Married
Timeline
Senior Investment Analyst
GRIP (DIFC) Ltd
01.2023 - Current
Financial Analyst
SAFE Holdings (Pvt) Ltd
08.2015 - 12.2022
Senior Executive-Business Analysis
AMW Capital Leasing & Finance PLC
10.2012 - 08.2015
Junior Business Analyst
Development Concepts (Pvt) LTD
06.2011 - 10.2012
Fund Administrator
HSBC Securities Services
04.2010 - 03.2011
Passed Level I
Chartered Financial Analyst (CFA)
Associate Member
Chartered Institute of Management Accountants- UK