The SSIF is an actively managed equity portfolio with over $2 million AUM, run by a select group of 25 students in the Sprott School of Business on behalf of the Carleton University Endowment Fund.•Analyze macroeconomic trends and conduct equity research to determine if a company presents an attractive investment opportunity that aligns with the Fund’s policies and ESG positioning.•Monitor market conditions, reducing risk exposure by 15% and identifying growth opportunities in underinvested industries. •Compose bi-weekly reports on companies in sector and provide commentaries on industry relevant news.

Sri Lanka's leading investment bank with over USD 500million AUM and the first in the region to expand into international markets. CAL offers integrated investment and capital market solutions to a diverse group of clients including financial institutions and corporations, family-run businesses, and high-net-worth individuals.•Conducted in-depth industry and market research, providing crucial insights on market trends, competitive landscapes, and potential risks and opportunities for clients; generated an average of 1,000 weekly views on the company portal. •Collaborated with cross-functional teams, including traders, portfolio managers to share insights and investment strategies.•Migrated over 500,000 rows of data from existing sources and used Excel (PivotTable, VLOOKUP) to analyze key user trends.•My efforts in primary and secondary research played a pivotal role in achieving the prestigious recognition of the CFA “Best Research Team” award for the year 2022.