Experience

Inci Family Office

• Financial Services
• 1 - 100 Employee

• Family Office Director

  • Jun 2022 - Present

• Family Office Manager

  • Jun 2019 - Jul 2022

  • Provide superior analytical support to clients and the team on a wide variety of assignments.• Oversee accounting and bookkeeping practices for İnci Holding parent investment companies, including creation and submission financial statements and variance reports on a monthly and yearly basis • Identify and provide solutions to a wide range of client needs including investments, banking, credit, foreign exchange and wealth structuring. • Origination, evaluation and execution of transactions, handling technical, financial and legal due diligences for various projects and financial tools in coordination with the client.• Review and analyze investment activity for client portfolios; Production of portfolio analytics. Help develop and manage the strategy and work alongside banks and other investment managers to safeguard and grow the family portfolio.• Develop a close relationship with and become a trusted advisor to family members.• Resolve any owner / family inquires, issues, and special requests promptly and accurately.• Coordinate various services within the family office and communication with 3rd party advisors and service providers, including investment funds/managers, banks, tax advisors, legal advisors etc.• Deliver solutions to clients as necessary, initiate and manage relevant projects and follow-up to ensure client satisfaction thereafter.• Ensure safekeeping and centralization of client data and information for easy access by clients.• Identify cost saving opportunities for clients thru pooling of client assets and negotiations with service providers.• Lead, develop, motivate, train, review, and retain Family Office staff.• Develop and implement controls, policies, and procedures on behalf of the Family Office.• Daily monitoring of the capital markets and news. Show less

• Investment and Project Executive

  • Jan 2018 - Jul 2019

  • Review financial reporting on monthly and yearly basis • Initiate and manage new business development projects.• Coordinate various services within the family office and communication with 3rd party advisors and service providers.• Review and analyze investment activity for client portfolios; Production of portfolio analytics, including equity and fixed income analyses.• Conduct industry, market, company-specific research regarding entrepreneurial investment opportunities and provide insightful decision support to the family members to create investment strategies.• Daily monitoring of the capital markets.• Managing client orders for bank accounts.• Respond directly to client inquiries, including complete profiling of client needs/objectives and determination of appropriate responses/solutions.• Deliver solutions to clients as necessary, and follow-up to ensure client satisfaction thereafter.Major achievements: Leading real estate investments in Portugal, Barcelona.Establishing and monitoring a Special Variable Fund Leading investment process of Private Equity and Venture Capital fund investments Show less

• Analyst

  • Nov 2015 - Jan 2018

  • Financial reporting on monthly and yearly basis• Various ad-hoc financial analyses• Monitoring and analyzing both domestic and international financial markets• Wealth management, asset and portfolio reporting• Keeping connected and communicated with customers for possible demands, solutions and consultingMajor achievement: Leading implementation of asset management software, and restructuring monthly asset management reporting from excel-based into the new system Show less



Coca-Cola CCI

• Türkiye
• Food and Beverage Services
• 700 & Above Employee

• Office Coordinator

  • May 2011 - Oct 2015

  • Preparing sales reports for support to increase the sales amount. • Follow up the sales employees’ premium and transfer this information to HR according to incentive tables. • Follow up customer and consumer complaints and transfer them to system. • Process some invoices of the firms via SAP and follow up some special payments • Preparing sales reports for support to increase the sales amount. • Follow up the sales employees’ premium and transfer this information to HR according to incentive tables. • Follow up customer and consumer complaints and transfer them to system. • Process some invoices of the firms via SAP and follow up some special payments



Hewlett Packard Enterprise

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Customer Service Representative

  • Apr 2004 - Mar 2011

  Worked for General Motors Türkiye, After sales Department Coordination and follow up of all legal processes that belong to GM Turkey and all its authorized dealers Preparing Aftersales and Customer Care Reports Worked for General Motors Türkiye, After sales Department Coordination and follow up of all legal processes that belong to GM Turkey and all its authorized dealers Preparing Aftersales and Customer Care Reports