Okan Feyman, CFA

Assistant Manager - Investment Advisory and Sales at İş Portföy
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Contact Information
Location
Istanbul, Turkey, TR
Languages
  • English Full professional proficiency
  • Turkish Native or bilingual proficiency

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Credentials

  • Chartered Financial Analyst® (CFA) Charterholder
    CFA Institute
    Nov, 2022
    - Sep, 2024
  • CMB Corporate Governance Rating Licence (Kurumsal Yönetim Lisansı)
    SPK – Capital Markets Board of Turkey
    Jun, 2016
    - Sep, 2024
  • CMB Credit Rating Licence (Kredi Derecelendirme Lisansı)
    SPK – Capital Markets Board of Turkey
    Jun, 2016
    - Sep, 2024
  • CMB Advanced Level Licence (CMB Level 3 Licence) - SPK İleri Düzey Lisansı (Sermaye Piyasası Faaliyetleri Düzey 3 Lisansı)
    SPK – Capital Markets Board of Turkey
    Jun, 2014
    - Sep, 2024
  • CMB Derivative Licence - Türev Araçlar Lisansı
    SPK – Capital Markets Board of Turkey
    Jun, 2014
    - Sep, 2024

Experience

    • Türkiye
    • Real Estate
    • Assistant Manager - Investment Advisory and Sales
      • Jan 2022 - Present

      • Providing investment solutions ranging from private hedge fund establishment to discretionary portfolio management services and mutual/pension fund recommendations for institutional and individual investors,• Managing end-to-end set-up process of private hedge funds. This process includes; - Consulting possible fund strategies with clients, - Preparation of fund prospectus template by coordinating other departments involved in process, - Preparation of board decision draft accordingly,• Creating and communicating investment policy statements for discretionary portfolio accounts over various asset classes and different risk profiles,• Continuously monitoring client portfolios and making active recommendations,• Providing regular information on local/global financial markets both to current/prospective clients and to business partners that serve as distribution channels for funds,• Providing private mutual fund/pension fund advisory services both for institutional and individual portfolios in line with their risk/return preferences,• Conducting monthly committee meetings that construct company’s general investment advices,• Preparing marketing presentations of investment advisory department. Show less

    • Vice President-Investment Advisory and Sales
      • Feb 2020 - Dec 2021

    • Specialist-Investment Advisory and Sales
      • Oct 2017 - Jan 2020

    • Türkiye
    • Banking
    • 700 & Above Employee
    • Senior Internal Auditor
      • Jan 2016 - Oct 2017

      • Experienced in internal audit, internal control, legal compliance and financial/regulatory consultancy processes regarding; - Head-office and branch audits and on-demand consultancy engagements with Board mandates - Treasury operations audit - Examination of non-performing credits and credit allocation processes including financial statement analysis of credited companies, - KYC and AML evaluations, Investigations & Interrogations,• Specialized in commercial /retail credit allocation and screening processes, • Performed numerous internal audit reports and developed risk assessments,• Conducted investigations and interrogations about fraud, wrongdoings and irregularities. Show less

    • Internal Auditor
      • Jul 2014 - Dec 2015

    • Assistant Internal Auditor
      • Jan 2013 - Jun 2014

    • Türkiye
    • Banking
    • 700 & Above Employee
    • Portfolio Manager
      • Mar 2012 - Dec 2012

      Denizbank Private Banking Head Office Denizbank Private Banking Head Office

Education

  • Orta Doğu Teknik Üniversitesi
    Master of Business Administration (M.B.A.)
    2008 - 2011
  • Gazi Üniversitesi
    Bachelor of Arts (BA), International Relations
    2003 - 2007
  • TED Ankara Koleji
    1991 - 2002

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