Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Shehana Dain

Shehana Dain

Colombo

Summary

Dynamic investment strategist and product leader with dual experience managing Rs. 30Bn+ in client assets and launching market-leading financial products. Blend deep expertise in fixed income, equities, and macroeconomic analysis with a proven ability to deliver high-engagement solutions—from premium credit cards for HNWIs to loyalty programs impacting 3,000+ users. Known for bridging strategy and execution, enhancing portfolio returns, and elevating brand value in competitive financial markets.

Overview

11
11
years of professional experience

Work History

Assistant Vice President

Capital Alliance Investments Ltd
02.2020 - Current
  • Directed investment strategy and asset allocation for high-net-worth individuals and institutional clients across fixed income, equities, and unit trusts, managing portfolios exceeding Rs. 30 billion.
  • Conducted macroeconomic and monetary policy analysis to drive portfolio positioning, with a focus on Sri Lankan government securities and corporate bonds, enhancing risk-adjusted returns.
  • Executed secondary market bond trades and actively participated in primary auctions, ensuring optimal pricing and yield enhancement for client portfolios.
  • Monitored portfolio performance, compliance, and benchmark tracking, while collaborating with research and risk teams to continuously optimize strategy and asset mix.
  • Led portfolio rebalancing during high-volatility periods, effectively preserving client capital and achieving return targets amid shifting market dynamics.
  • Managed the customer experience division, implementing initiatives that elevated CAL’s brand recognition, contributing to its inclusion in Sri Lanka’s Top 100 Brands (2022).
  • Designed and implemented a service-level agreement (SLA) framework for client onboarding and account maintenance, reducing processing time by 80% (from 10 days to 2 days) and boosting client satisfaction by 40%.
  • Initiated and led “GET FinLit,” an investor education program that reached 3,000+ corporate employees, enhancing financial literacy, brand visibility, and client engagement.

Product Manager - Cards Loyalty

Nations Trust Bank PLC
04.2016 - 02.2020
  • Defined performance metrics and milestone criteria for the American Express Membership Rewards loyalty program roadmap, enabling measurable tracking of product development and guiding targeted branding campaigns.
  • Led the conceptualization and rollout of value-added services across the American Express card portfolio, aligning feature enhancements with client needs and integrating them into multi-channel marketing strategies to drive portfolio growth.
  • Served as core product manager in the market launch of the American Express Explorer Card, a premium credit card tailored to high-net-worth individuals, overseeing end-to-end go-to-market planning, stakeholder alignment, and execution.
  • Boosted client engagement by 40% through enhancements to the American Express proprietary loyalty program, leveraging user data and behavioral insights to refine reward structures and drive repeat usage.

Business Journalist

Daily FT
01.2015 - 04.2016
  • Authored 150+ articles on capital markets, economic policy, and corporate developments, consistently meeting tight deadlines while maintaining 100% accuracy and editorial standards.
  • Conducted in-depth interviews with over 20 C-suite executives and financial analysts, providing exclusive insights on IPOs, M&A activity, and earnings trends, boosting reader engagement and publication reach.

Education

MBA - Business Administration And Management

University of Colombo
Sri Lanka
10-2022

Bachelor of Science - Accounting And Finance

University of London - London School of Economics
Sri Lanka
02-2016

Diploma - Economics

University of London - London School of Economics
Sri Lanka
02-2014

Skills

  • Investment Strategy & Portfolio Management
  • Product Development & Go-to-Market Execution
  • Stakeholder Engagement & Communication
  • Branding & Client Experience Optimization

Languages

English
Bilingual or Proficient (C2)
Sinhalese
Bilingual or Proficient (C2)
Tamil
Bilingual or Proficient (C2)

Timeline

Assistant Vice President

Capital Alliance Investments Ltd
02.2020 - Current

Product Manager - Cards Loyalty

Nations Trust Bank PLC
04.2016 - 02.2020

Business Journalist

Daily FT
01.2015 - 04.2016

MBA - Business Administration And Management

University of Colombo

Bachelor of Science - Accounting And Finance

University of London - London School of Economics

Diploma - Economics

University of London - London School of Economics

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Shehana Dain