About
Thimoth Rajapathma ACSI
Finance student at Bournemouth University (Expected 1st) and AI & Automation Consultant. Building intelligent systems at the intersection of finance and technology.
I am a final-year BA Finance student at Bournemouth University (Expected 1st Class) and an AI & Automation Consultant working across the investment industry.
My primary client is The Investment Association (the UK's industry body representing investment management firms), where I previously worked full-time as a Finance Trainee. I now consult for their Corporate Governance and Market Insights teams (IVIS and IMS), building AI-powered tools for governance workflows, regulatory analysis, and data intelligence.
Alongside the IA, I take on other clients for various projects spanning finance, technology, and automation. My work covers document intelligence, automated data extraction, internal tooling, and building bespoke platforms for investment professionals.
I hold the CISI Level 4 Investment Advice Diploma (Securities) (equivalent to the CFA Level 4 IMC, but more specialised to Wealth Management) and am passionate about building a career in portfolio management, investment research, or at the intersection of investment and technology.
Currently
AI & Automation Consultant
Self-employed, multiple clients
London Area, United Kingdom
Education
BA (Hons) Finance
Bournemouth University
Sep 2022 – May 2026 · Expected 1st Class
Open to
Experience & Education
Background
Sep 2025 – Present
CurrentAI & Automation Consultant
Self-employed · Multiple Clients
Consulting across the investment industry, with The Investment Association as my primary client. Working with their Corporate Governance and Market Insights teams (IVIS and IMS), designing and delivering AI and RPA solutions to automate governance and regulatory workflows. Built and deployed tools for automated data extraction, reporting, and analysis. Also take on other clients for various projects spanning finance, technology, and automation.
Aug 2024 – Aug 2025
Finance Trainee
The Investment Association · Full-time · On-site
Managed day-to-day finance operations including invoice processing and reconciliations. Supported annual financial statements and audit preparation. Consolidated data for carbon-footprint reporting and improved reporting efficiency with Power BI and complex Excel Macros. Midway through, shifted focus to the IA's in-house AI Sandbox, developing AI, RPA, and data science solutions to boost productivity and drive innovation.
Sep 2022 – May 2026
BA (Hons) Finance · Expected 1st Class
Bournemouth University
Studying finance, quantitative analytics, economics, financial markets, and business analysis. Treasurer of the BU Accounting & Finance Society. Won an Employability Award from Bournemouth University in the Innovation category.
Highlights
Recognition & Memberships
Employability Award, Innovation Category (Bournemouth University)
ACSI: Associate of the Chartered Institute for Securities & Investment
Treasurer, BU Accounting & Finance Society
Certifications
Licences & Qualifications
Diploma in Investment Advice (Securities): Level 4
The Chartered Institute for Securities & Investment (CISI)
Equivalent to CFA Level 4 IMC, more specialised to Wealth Management
Securities (IAD)
CISI
Investment, Risk and Taxation (IAD)
CISI
UK Regulation & Professional Integrity (IAD)
CISI
Digital Cloud Financial Skills (supported by ACCA)
Sage
Accounting · Sage Products · Double Entry
Capabilities
What I bring to the table
Finance
Portfolio Construction
Asset allocation frameworks, optimisation, rebalancing strategies
Investment Research
Equity analysis, due diligence, fundamental and quantitative methods
Asset Allocation
Multi-asset strategies, factor investing, risk-adjusted allocation
Macroeconomic Analysis
Economic indicators, central bank policy, regime analysis
Wealth Management
Client portfolio management, financial planning, reporting frameworks
Risk Management
VaR, drawdown analysis, stress testing, correlation frameworks
Technology
AI & LLM Systems
RAG pipelines, document intelligence, GPT integrations, prompt engineering
Python & Data
Pandas, NumPy, financial data APIs, ETL pipelines, automation scripts
Automation
Workflow automation, process digitisation, RPA for financial operations
Data Dashboards
Interactive dashboards, data visualisation, reporting tools for investment firms
Financial Data Pipelines
Market data ingestion, structured extraction from financial documents
Internal Tooling
Custom tools for investment teams: portfolio trackers, research platforms, CRM integrations
Want to connect?
Open to conversations about investment management, fintech, and AI systems.