VBA, MS Office, Bloomberg, Reuters
Umit Yagiz
Fund Portfolio Manager
Istanbul
Summary
Portfolio Manager with 12+ years of experience in asset management, specializing in fixed income securities and multi-asset portfolio management. Strong background in managing mutual and pension funds, private funds, and alternative investment vehicles. Holder of Capital Markets licenses, CPA (SMMM) candidate, and CFA candidate. Skilled in risk management, asset allocation, derivatives, and economic data analysis.
Overview
14
14
years of professional experience
3
3
Certifications
1
1
Language
Work History
Private Funds Asset Management Assistant Manager
İş Asset Management
01.2025 - Current
- Mutli asset private hedge funds asset management
Senior Portfolio Manager
İş Asset Management
08.2022 - 01.2025
Mutli asset private hedge funds asset management
Fund Portfolio Manager
Ziraat Asset Management
01.2018 - 08.2022
I managed mutual and pension funds at fixed income desk mostly invest in corperate bonds, government, treasury bonds, eurobonds in the aim of maximizing return while mitigating risks such as fx, liquidity, upside/downside, concentration risks etc. I have also experiences regarding investment of wide range of various asset classes such as gold, asset back securities, ETFs, venture capital funds, real estate funds etc.
Internal Control Specialist
Ziraat Asset Management
06.2016 - 01.2018
I conducted internal control operations under the risk based approach
Internal Control Specialist
Ekspres Invest Securities
03.2016 - 06.2016
I contributed to company's estabilishing and licencing process by preparing legal documents and complience process.
Internal Auditor
Referans Invest
05.2015 - 03.2016
Financial Investmen Specialist
Cam Ecza Deposu A.Ş
08.2011 - 07.2014
Education
Bachelor of Science - Erasmus
Universida De Castilla La Mancha (UCLM)
Ciudad Real 04.2001 -
MBA - Finance
Yıldız Technical University
04.2001 -
Bachelor of Science - Business Administration
Dumlupinar University
Kütahya 04.2001 -
Bachelor of Science - Farabi Program
Yildiz Technical University
04.2001 -
Skills
- Portfolio Management & Risk Analysis
- Fixed Income Securities
- Derivatives & Hedging Strategies
- Asset Allocation & Multi-Asset Management
- Economic Data Analysis & Research
- Bloomberg, Reuters, Matrix
- Treasury & Cash Flow Management
- Advanced Excel & VBA
Software
Certification
CMA LEVEL3
Timeline
Private Funds Asset Management Assistant Manager
İş Asset Management
01.2025 - Current
Senior Portfolio Manager
İş Asset Management
08.2022 - 01.2025
Fund Portfolio Manager
Ziraat Asset Management
01.2018 - 08.2022
Internal Control Specialist
Ziraat Asset Management
06.2016 - 01.2018
Internal Control Specialist
Ekspres Invest Securities
03.2016 - 06.2016
Internal Auditor
Referans Invest
05.2015 - 03.2016
Financial Investmen Specialist
Cam Ecza Deposu A.Ş
08.2011 - 07.2014
Bachelor of Science - Erasmus
Universida De Castilla La Mancha (UCLM)
04.2001 -
MBA - Finance
Yıldız Technical University
04.2001 -
Bachelor of Science - Business Administration
Dumlupinar University
04.2001 -
Bachelor of Science - Farabi Program
Yildiz Technical University
04.2001 -