Nipuni Jayawardhana
Melbourne,Australia
Summary
Investment Analyst with approximately 3 years of experience in asset management, equity research, investment advisory, and portfolio analysis. Experienced in conducting fundamental and quantitative research, financial statement analysis, company valuation, portfolio performance monitoring, and investment risk analysis. Skilled in analysing listed companies, evaluating investment opportunities, preparing investment reports, and supporting portfolio management decisions. Currently pursuing a Master of Applied Econometrics and Master of Advanced Finance at Monash University, supported by a First Class Ionours degree in Accounting and Finance. Holds a Registered Investment Adviser (RIA) Licence, CISI Level 3 Qualification, and is a CFA Level I Candidate (February 2027).
Overview
1
1
Certification
9
9
years of professional experience
Work History
SENIOR RESEARCH ANALYST/INVESTMENT ANALYST
National Asset Management Limited
Melbourne, Australia
01.2026 - Current
- Conducted fundamental and quantitative research on listed equities and fixed-income securities to support investment decisions.
- Analysed company financial statements, earnings performance, financial ratios, valuation metrics, and industry trends.
- Evaluated investment opportunities through company analysis, market research, and financial modelling.
- Monitored macroeconomic factors including interest rates, inflation, exchange rates, monetary policy, and market conditions.
- Supported portfolio managers with investment recommendations, asset allocation decisions, and portfolio rebalancing.
- Analysed portfolio performance using risk-adjusted measures including volatility, beta, Sharpe ratio, and maximum drawdown.
- Prepared fund factsheets, investment reports, portfolio performance reports, and management presentations.
- Supported investment committee discussions through research-driven insights and quantitative analysis.
- Developed analytical reports and dashboards using Excel and Power BI.
- Mentored junior analysts and reviewed research outputs to maintain quality standards.
- Supported analysis and monitoring of investment portfolios with Assets Under Management (AUM) exceeding LKR 2 billion.
- Contributed to investment decisions supporting strong annual fund performance, including: National Equity Fund: 42.87% return (2025); NAMAL Growth Fund: 47.13% return (2025).
- Developed portfolio analysis frameworks using quantitative risk and performance measures.
- Assisted in evaluating investment management fee structures through financial modelling and scenario analysis.
INVESTMENT ADVISOR - INTERN
Bartleet Religare Securities
Colombo, Sri Lanka
09.2023 - 01.2024
- Conducted equity research and analysed listed companies using financial statements, valuation metrics, and market information.
- Assisted Investment Advisors in preparing investment recommendations and client presentations.
- Monitored stock market movements, corporate announcements, earnings results, and economic developments.
- Prepared research summaries, market updates, and investment-related reports.
- Supported portfolio reviews by analysing risk-retum characteristics of investment opportunities.
- Responded to client enquiries and assisted in maintaining professional client relationships.
- Developed practical knowledge of equity markets, securities research, and investment advisory services.
RELATIONSHIP MANAGER
Everest Fireworks Limited
, Sri Lanka
01.2018 - 12.2021
- Managed relationships with retail, wholesale, and corporate customers while maintaining strong customer satisfaction.
- Coordinated customer requirements, quotations, sales orders, deliveries, and after-sales support.
- Assisted with sales planning, inventory coordination, and daily business operations.
- Maintained customer records, documentation, and business information accurately.
- Resolved customer enquiries professionally and developed long-term client relationships.
- Supported management with administrative coordination and operational activities.
- Developed strong communication, negotiation, relationship management, and organisational skills.
Education
MASTER OF APPLIED ECONOMETRICS & MASTER OF ADVANCED FINANCE - Financial Econometrics, Advanced Finance, Quantitative Financial Analysis, Investment Analysis, Financial Risk Management, Applied Econometrics
Monash University
08-2028
BSc (Hons) Accounting And Finance - Finance
University of The West of England (UWE Bristol)
09-2024
HND in Computing And Software Engineering - Information Technology
Cardiff Metropolitan Campus
05-2023
HND in Business Management - Business Administration
Pearson BTEC
04-2023
Skills
- Investment Research
- Equity Research
- Fundamental Analysis
- Financial Statement Analysis
- Company Valuation
- Financial Modelling
- Portfolio Analysis
- Asset Allocation
- Investment Risk Analysis
- Performance Measurement
- Macroeconomic Analysis
- Financial Markets Research
- Microsoft Excel
- Power BI
- Python
- SQL
- Jupyter Notebook
- Microsoft Office Suite
Certification
- CFA Level I Candidate, February 2027
- Registered Investment Adviser (RIA) Licence
- CISI Level 3 Qualification
Visa Status
Australian Student Visa (Subclass 500)
Part-time during semester, full-time during university breaks
Melbourne, VIC, Australia
Career Interests
- Investment Analysis
- Equity Research
- Asset Management
- Quantitative Finance
Professional Referees
01. Damith Kariyawasam Director,
Carelink Assist Pty Ltd,
5 Beltana Court, Wheelers Hill, VIC, Australia,
+61 426 729 611
02. Tharini Dilanka Wickramathialake,
Graduate Research Assistant,
School of Engineering Monash University,
tharini.gammanaguruge@monash.edu,
+61 410 929 501
Timeline
SENIOR RESEARCH ANALYST/INVESTMENT ANALYST
National Asset Management Limited
01.2026 - Current
INVESTMENT ADVISOR - INTERN
Bartleet Religare Securities
09.2023 - 01.2024
RELATIONSHIP MANAGER
Everest Fireworks Limited
01.2018 - 12.2021
MASTER OF APPLIED ECONOMETRICS & MASTER OF ADVANCED FINANCE - Financial Econometrics, Advanced Finance, Quantitative Financial Analysis, Investment Analysis, Financial Risk Management, Applied Econometrics
Monash University
BSc (Hons) Accounting And Finance - Finance
University of The West of England (UWE Bristol)
HND in Computing And Software Engineering - Information Technology
Cardiff Metropolitan Campus
HND in Business Management - Business Administration
Pearson BTEC