Okan Balan
Institutional Sales & Trading
Kartal
Summary
Management professional with track record of effective team leadership and operational oversight. Consistently achieves goals through collaborative efforts and adaptability to changing demands. Skilled in conflict resolution, process improvement, and fostering positive work environment.
Overview
19
19
years of professional experience
7
7
years of post-secondary education
4
4
Certifications
1
1
Language
Work History
Assistant Manager Institutional Sales & Trading
Gedik Investment
02.2020 - Current
- Execution and monitoring of equity and VIOP orders for domestic and foreign institutional and fund accounts
- Monitoring margin trading accounts' collateral and equity status
- Preparing and sending equity and VIOP transaction confirmations at the end of each session
- Performing balance reconciliation checks
- Creating and delivering transaction records for fund clients
- Monitoring customer transaction volumes and commission revenues
- Preparing monthly reports on departmental budget and income-expense figures
- Ensuring commission refunds are processed
- Coordinating with Clearing & Cash Unit for settlement and EFT transactions
- Addressing institutional customer requests and resolving complaints
- Entering and monitoring algorithmic orders in the system
- Coordinating with local custodians for daily instruction control of foreign institutional clients
- Performing pre-match processes for clients on T+1 day and coordinating cash position adjustments
- Defining and monitoring short-selling and internal transfer sale limits
Human Resources Specialist
Tekfen Construction Co.
05.2018 - 01.2020
- Managing workforce demand, hiring, and termination processes in compliance with legal regulations and reporting to the HR Manager
- Coordinating work schedules with site management, maintaining attendance records, processing payroll, and distributing payslips
- Managing the procurement of HR-related equipment, ensuring complete and organized personnel files, and obtaining necessary documents
- Supervising pre-employment training, health checks, and other pre-work preparations for new employees
Budget Reporting & Finance Department
Torunlar Real Estate Investment Com.
05.2016 - 05.2018
- Preparing monthly, quarterly, and annual operational reports for seven shopping malls under Torunlar GYO
- Publishing reports on the BIST Public Disclosure Platform (KAP) for shareholders
- Tracking and managing daily company collections and payments, processing payment orders
- Monitoring the company’s stock market value and preventing speculative transactions
Coordination Department
Ziraat Investment
05.2012 - 04.2016
- Coordinating with branches, investment centers, and agencies to align with company strategies and objectives
- Handling requests, issues, and restructuring efforts from branches and investment centers, ensuring resolution
- Planning and tracking budgets for branches and investment centers
- Preparing location-based income/expense reports and presenting them to management
- Managing transactions under the Agency Agreement between Ziraat Bank and Ziraat Investment, assisting bank personnel in operational processes
- Processing collective collection of stock market data screen fees from customers
- Measuring and reporting staff performance in the Customer Service Center
Operations Department
Ziraat Investment
03.2010 - 12.2011
- Reviewing account opening agreements in the Operations Unit
- Tracking compliance processes related to the Financial Crimes Investigation Board (MASAK)
- Updating customer account information in the company system and registering records with the Central Securities Depository (MKK)
Operations Department
Garanti Investment
10.2007 - 03.2010
- Managing cash transactions with Takasbank
- Handling investment account opening transactions at MKK
Operations Department
HSBC Bank A.Ş.
07.2007 - 10.2007
Operations Department – Internship
Garanti Investment Securities Inc.
07.2006 - 08.2006
Education
Çukurova University - Banking Department
Çukurova University
01.2005 - 01.2007
Anadolu University - Public Administration Department
Anadolu University
01.2004 - 01.2009
Skills
- Equity & Derivatives Trading
- Institutional Client Management
- Financial Reporting & Budgeting
- Regulatory Compliance & Risk Management
- Cash & Settlement Operations
- Human Resources & Payroll Management
Certification
Level 3 Capital Markets Board License
Personal Information
- Date of Birth: 02/16/87
- Marital Status: Married
Military Service
Completed
Timeline
Assistant Manager Institutional Sales & Trading
Gedik Investment
02.2020 - Current
Human Resources Specialist
Tekfen Construction Co.
05.2018 - 01.2020
Budget Reporting & Finance Department
Torunlar Real Estate Investment Com.
05.2016 - 05.2018
Coordination Department
Ziraat Investment
05.2012 - 04.2016
Operations Department
Ziraat Investment
03.2010 - 12.2011
Operations Department
Garanti Investment
10.2007 - 03.2010
Operations Department
HSBC Bank A.Ş.
07.2007 - 10.2007
Operations Department – Internship
Garanti Investment Securities Inc.
07.2006 - 08.2006
Çukurova University - Banking Department
Çukurova University
01.2005 - 01.2007
Anadolu University - Public Administration Department
Anadolu University
01.2004 - 01.2009
Level 3 Capital Markets Board License
Capital Markets Derivatives License
Microsoft Office Applications Training
Oracle, Informatics, Discoverer
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