Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Shehana Dain

Assistant Vice President - CAL Investments Ltd

Summary

A results-driven investment professional with a strong foundation in financial markets, portfolio strategy, and fixed income products. Currently serving as an Assistant Vice President at Capital Alliance Investments, I specialize in managing private wealth portfolios, executing fixed income and equity investments, and leading market research and fund strategy. My transition from a client-facing role to core fund management has been driven by analytical depth, policy insights, and a strong grasp of macroeconomic trends, enabling me to deliver value-focused investment solutions aligned with client objectives.

Overview

10
10
years of professional experience
3
3
Languages

Work History

Assistant Vice President

CAL Investments Ltd
02.2020 - Current
  • Lead fund strategy and asset allocation for high-net-worth individuals and institutional clients across fixed income, equities, and unit trusts.
  • Analyze macroeconomic indicators and monetary policy trends to inform portfolio positioning, particularly in Sri Lankan government securities and corporate bonds.
  • Execute secondary market bond transactions and participate in primary auctions for client portfolios.
  • Monitor fund performance and compliance while liaising with research teams to refine investment strategy.
  • Successfully managed rebalancing during volatile market periods, preserving client capital while optimizing returns.
  • Previously led the customer experience division and initiated brand-building campaigns that contributed to CAL being recognized among Sri Lanka’s top 100 brands in 2022.
  • Built a service-level-agreement (SLA) framework for onboarding and account maintenance, cutting turnaround from 10 days to 2 days and raising satisfaction scores by 40 %.
  • Spearheaded “GET FinLit,” an investor-education program reaching 3,000+ corporate employees, reinforcing CAL’s brand and deepening client engagement.

Product Manager

Cards
04.2016 - 02.2020
  • Established criteria for each milestone within the Amex
    Membership Rewards loyalty program roadmap as means to
    measure developmental progress and execute the branding
    campaigns.
  • Conceptualized and deployed enhanced product features in the form of value added services for the American Express card
    portfolio and optimized implementation for use in marketing
    strategies.
  • Was a part of the core team as the product manager launch the most Premium American Express product The American Express Explorer card in the market for high net-worth individuals.
  • Increased client engagement by 40% through the propriety
    loyalty program of American Express

Business Journalist

Daily FT
01.2015 - 04.2016
  • Reported financial outlooks by analyzing business and economic trends.
  • Provided audiences with broad range of up-to-date business information.
  • Collaborated with editors to enhance the accuracy and quality of published content, ensuring factual correctness.

Education

MBA -

University of Colombo
Colombo, Sri Lanka
04.2001 -

Bachelor of Science - Accounting And Finance

University of London - London School of Economics
Colombo, Sri Lanka
04.2001 -

Diploma - Economics

University of London - London School of Economics
Colombo
04.2001 -

Skills

  • Portfolio Management & Asset Allocation
  • Fixed Income & Bond Trading
  • Client Relationship Management
  • Market & Economic Analysis
  • Process Optimization & Customer Experience

Timeline

Assistant Vice President

CAL Investments Ltd
02.2020 - Current

Product Manager

Cards
04.2016 - 02.2020

Business Journalist

Daily FT
01.2015 - 04.2016

MBA -

University of Colombo
04.2001 -

Bachelor of Science - Accounting And Finance

University of London - London School of Economics
04.2001 -

Diploma - Economics

University of London - London School of Economics
04.2001 -

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Shehana DainAssistant Vice President - CAL Investments Ltd