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University of Kelaniya: Department of Commerce & Financial Management

This document provides information about Shehara Fernando's role as an Investment Research Analyst at NDB Stockbrokers (Pvt) Ltd (NDBS). It outlines her job responsibilities which include conducting research and analysis on companies, especially banks in Sri Lanka, to create reports and make investment recommendations. It details the major tasks of her training including financial statement analysis, industry research, financial modeling, equity valuations, and report writing. Finally, it lists some of the companies regularly covered and issues encountered in her work.

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Asiri Kasunjith
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60 views11 pages

University of Kelaniya: Department of Commerce & Financial Management

This document provides information about Shehara Fernando's role as an Investment Research Analyst at NDB Stockbrokers (Pvt) Ltd (NDBS). It outlines her job responsibilities which include conducting research and analysis on companies, especially banks in Sri Lanka, to create reports and make investment recommendations. It details the major tasks of her training including financial statement analysis, industry research, financial modeling, equity valuations, and report writing. Finally, it lists some of the companies regularly covered and issues encountered in her work.

Uploaded by

Asiri Kasunjith
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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University of Kelaniya

Department of Commerce & Financial Management

Shehara Fernando
CM/2007/178
NDB Stockbrokers (Pvt) Ltd

Why NDBS?

 Fully owned subsidiary under the NDB Capital Markets Cluster

 One of the oldest stock broking service providers with over 20 years of
experience in client servicing

 Provider of a gamut of investment advisory related services

 Possesses a strong research team with expertise in a varied cross section


of the economy

“The role of an investment analyst has gained greater significance in past few years
and since I’ve been looking for a career in finance I decided joining NDBS will bring
valuable experience to my career”
My Profile

 Designation Investment Research Analyst

 Date of joining NDBS 01.03.2012

 Exports
Supervisor
up by 22% in 2011 Waruna Singapulli

 Number of Trained Hours 600

 Trained Department NDBS Research


Task Profile

Key Task

 To conduct extensive research and analysis of selected companies with


specific emphasis on the banking sector of Sri Lanka.
 Thereafter to create reports to make investment recommendations.

Supporting Tasks

 Analyzing published financial data i.e. annual accounts and quarterly


financial statements of quoted banks/companies using fundamental
techniques to evaluate performances.

 Forecasting financial statements (Financial Modeling)


Task Profile………

Supporting Tasks ….

 Equity valuations for investment recommendations

 Keeping constant touch with the company management and discuss the
major points or any concerns with respect over company/bank financials.

 Conducting presentations to investment advisors and clients

 Updating all relevant databases and models


Major Experiential Categories'

 Financial Statement Analysis (Banks 75%/ Other 25%) 150 Hrs

 Primary and secondary industry research 100 Hrs

 Financial modeling 150 Hrs

 Equity valuations 75 Hrs

 Report Writing 100 Hrs

 Interpersonal Skills 25 Hrs

Total number of Hours 600 Hrs


Performance Of Tasks

Financial Statement Analysis (Banks 75%/ Other 25%)

 Calculation and interpretation of key ratios for banks


– Growth Ratios, Efficiency Ratios, Share Ratios Etc
 Analysis in line with key regulations
 Analysis in comparison to peers

Primary and secondary industry research

 Historical and current industry performance

 Interviews with company management and industry expertise

 Keeping a track of the changing economic trends


Performance Of Tasks

Financial modeling

 Forecasting financial statements


– Using a top down approach
For example in the case of banks you forecast the deposit base and work on
the other line items (deposits per branch * no of branches)
 Ensuring all models are in line at the end of each quarter

Equity valuations

 Using both free cash flow and relative valuation techniques to arrive at a
target price
Banks/ Companies Covered

On a regular extensive basis

 Sampath Bank
 Nations Trust Bank
 Commercial Bank
 Hemas Power

Few short reports

 Coco Lanka and Renuka Agri


 Vallibel Power
 E-Chanelling
 Hatton National Bank
Issues Encountered

 Interpretation of ratios

 Keeping up to date with the fast changing industry information

 Learning new financial portals such as Bloomberg

 Difficulty in setting up meeting with management of companies covered


Thank You

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