Summary
Overview
Work History
Education
Hobbies
Skills
Timeline
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Supipi Gamage , MBA BBA CSC

Toronto,Ontario

Summary

Dedicated investment professional with a proven track record of strategic financial analysis and portfolio management. Detail-oriented and analytical, adept at conducting thorough market research, evaluating investment opportunities, and implementing effective investment strategies. Proficient in risk assessment, asset allocation, and performance optimization. Strong communication skills, both written and verbal, facilitating clear articulation of complex financial concepts to clients and colleagues. Excel in collaborative environments, fostering productive relationships to achieve financial goals. A results-driven individual with a passion for staying current with market trends and continuously seeking opportunities for professional growth

Overview

6
6
years of professional experience

Work History

Client Liaison Manager

DeVere Group
09.2018 - 07.2023
  • Act as primary point of contact for client inquiries, concerns, and requests.
  • Provide clients with accurate and timely information about investment products, services, and market trends.
  • Collaborate closely with investment advisors and portfolio managers to ensure clients' financial goals are understood and met.
  • Stay updated on industry regulations, market trends, and financial news to better assist clients.
  • Maintain detailed records of client interactions and transactions.
  • Collaborate with internal teams to improve client experiences and streamline processes.
  • Resolve Client complaints related to poor fund performance, fees and unrevealed product details and poor service etc.
  • Identify, document and assess compliance risks associated with Entity's business activities.
  • Maintain effective communication with local regulatory authorities.
  • Prepare Quarterly and Yearly Compliance Report, and implement any instructions by Board of Directors for further actions and activities to comply with Legal and Regulatory Framework in UAE.
  • Stay updated on applicable legal and regulatory framework in respect of AML/CFT.
  • Develop and maintain strong relationships with existing and potential clients.

Management Information Analyst

Holborn Assets
07.2017 - 09.2018
  • Gather and compile data from various sources within investment company, including financial systems, databases, and external market data.
  • Analyze financial and operational data to identify trends, patterns, and insights relevant to investment decision-making.
  • Prepare comprehensive reports and presentations that effectively communicate findings and recommendations to management.
  • Monitor and track performance of investment portfolios, analyzing key metrics, returns, risks, and deviations from benchmarks.
  • Collaborate with portfolio managers and investment analysts to assess investment performance and make informed recommendations for optimization.
  • Develop and maintain management dashboards, reporting templates, and visualizations to provide regular insights to senior management and stakeholders.
  • Ensure the accuracy and integrity of data by conducting regular audits, validations, and reconciliation processes.
  • Identify and rectify data anomalies, inconsistencies, or errors that may impact decision-making and reporting.
  • Work closely with various teams, including portfolio managers, investment analysts, finance, and IT, to gather insights and ensure accurate data representation.
  • Utilize historical data and predictive modeling techniques to forecast market trends, investment performance, and potential risks.
  • Present findings to management to support strategic decision-making.

Education

Post-Degree Certificate - Financial Planning

Seneca College
Newnham, Toronto
04.2024

Professional Qualification - Canadian Securities Course

Canadian Securities Institute
Toronto, ON
04.2024

MBA - Accounting And Finance

Universidad Católica San Antonio De Murcia
Murcia,Spain
08.2023

BBA - Accounting And Finance

Sri Lanka Institute of Information Technology
Malabe, Sri Lanka
02.2018

Hobbies

  • Meditation
  • Volunteer Works
  • Creative Arts
  • Hiking
  • Learning Foreign Languages

Skills

Communication Skills                         Adaptability
Customer Service                                Technical Proficiency
Financial Literacy                                 Time Management
Analytical Skills                                    Attention to Detail
Problem-Solving                                  Interpersonal Skills
Sales and Networking                         Confidence
Ethical Conduct                                    Regulatory Knowledge
Emotional Intelligence                        Teamwork

Research Skills                                      Data Privacy and Security Awareness




Timeline

Client Liaison Manager

DeVere Group
09.2018 - 07.2023

Management Information Analyst

Holborn Assets
07.2017 - 09.2018

Post-Degree Certificate - Financial Planning

Seneca College

Professional Qualification - Canadian Securities Course

Canadian Securities Institute

MBA - Accounting And Finance

Universidad Católica San Antonio De Murcia

BBA - Accounting And Finance

Sri Lanka Institute of Information Technology

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Supipi Gamage , MBA BBA CSC