Okan Feyman, CFA
Assistant Manager - Investment Advisory and Sales at İş Portföy- Claim this Profile
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English Full professional proficiency
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Turkish Native or bilingual proficiency
Topline Score
Bio
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Credentials
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Chartered Financial Analyst® (CFA) Charterholder
CFA InstituteNov, 2022- Sep, 2024 -
CMB Corporate Governance Rating Licence (Kurumsal Yönetim Lisansı)
SPK – Capital Markets Board of TurkeyJun, 2016- Sep, 2024 -
CMB Credit Rating Licence (Kredi Derecelendirme Lisansı)
SPK – Capital Markets Board of TurkeyJun, 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 TurkeyJun, 2014- Sep, 2024 -
CMB Derivative Licence - Türev Araçlar Lisansı
SPK – Capital Markets Board of TurkeyJun, 2014- Sep, 2024
Experience
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İş Portföy
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Türkiye
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Real Estate
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Assistant Manager - Investment Advisory and Sales
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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
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Vice President-Investment Advisory and Sales
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Feb 2020 - Dec 2021
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Specialist-Investment Advisory and Sales
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Oct 2017 - Jan 2020
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Akbank
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Türkiye
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Banking
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700 & Above Employee
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Senior Internal Auditor
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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
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Internal Auditor
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Jul 2014 - Dec 2015
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Assistant Internal Auditor
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Jan 2013 - Jun 2014
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DenizBank
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Türkiye
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Banking
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700 & Above Employee
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Portfolio Manager
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Mar 2012 - Dec 2012
Denizbank Private Banking Head Office Denizbank Private Banking Head Office
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Education
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Orta Doğu Teknik Üniversitesi
Master of Business Administration (M.B.A.) -
Gazi Üniversitesi
Bachelor of Arts (BA), International Relations -
TED Ankara Koleji