Beril Hamsioglu
Los Gatos,California
Summary
Talented Portfolio Manager bringing 5 years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities. Successful investment analyst with strong leadership skills, an analytical nature and an in-depth understanding of portfolio management. Good presentation, relationship-building and organizational skills. Proficient in microsoft excel. Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences. Enthusiastic portfolio manager eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Meticulous portfolio manager with advanced accounting, mathematical and software experience. Successful at keeping accounts current and accurate for compliant financial recordkeeping. Well-organized, diligent and focused professional.
Overview
7
7
years of professional experience
8
8
years of post-secondary education
Work History
Crew Member
Trader Joe's
Los Gatos, CA
07.2021 - Current
- Took orders, prepared meals and collected payments.
- Provided excellent customer service by greeting customers and meeting quality expectations.
- Assisted other team members to achieve goals.
- Worked well with teammates and accepted coaching from management team.
- Became familiar with products to answer questions and make suggestions.
- Endorsed products by making recommendations and promoting specials, increasing daily sales .
Portfolio Manager
Garanti Bank
Istanbul, Turkey
09.1997 - 08.2003
- Developed rebalancing strategies to minimize risk exposures.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Facilitated portfolio performance review and implemented new strategies.
- Researched fixed income alternatives to align with client asset allocation requirements.
- Developed and presented proposals for new investments.
- Recommended investment strategies to meet client financial objectives.
- Provided strategy advice to high net worth clients.
- Assessed exposure, compared valuations and evaluated threats to strategies.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Complied with established internal controls and policies.
- Established and checked coding procedures, monitored reports and updated internal files.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Developed strategic plans for day-to-day financial operations.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
- Improved overall financial reporting by streamlining control processes and reporting structures.
Education
Associate of Science - Civil Engineering
Yildiz Technical University
Istanbul, Turkey 08.1993 - 08.1997
MBA -
La Salle University
Philadelphia, PA 08.1999 - 08.2000
SQL
De Anza College
Cupertino, CA 06.2021 - 09.2021
No Degree - Python
Evergreen Valley College
San Jose, CA 01.2017 - 05.2017
No Degree - Financial Accounting
Moorpark College
Moorpark, CA 01.2010 - 06.2010
No Degree - Management
Moorpark College
Moorpark, CA 01.2010 - 06.2010
No Degree - Marketing
Moorpark College
Moorpark, CA 01.2010 - 06.2010
No Degree - Microsoft Office
Moorpark College
Moorpark, CA 09.2009 - 01.2010
No Degree - College Writing
Moorpark College
Moorpark, CA 09.2009 - 01.2010
No Degree - Business Economics
Moorpark College
Moorpark, CA 06.2009 - 09.2009
No Degree - Business English
Moorpark College
Moorpark, CA 04.2008 - 06.2008
Skills
Analytical thinking
Analyzing investment opportunities
Annual performance reviews
Relationship building and management
Process implementation
Financial analysis and reporting
Bank security expert
Cost control and reduction
Familiar with account coding
Data trending
Strategic and financial planning
SQL
Accounting
Eager to learn
Critical thinking and problem solving
Detail-Oriented
Microsoft Office
Timeline
Crew Member
Trader Joe's
07.2021 - Current
SQL
De Anza College
06.2021 - 09.2021
No Degree - Python
Evergreen Valley College
01.2017 - 05.2017
No Degree - Financial Accounting
Moorpark College
01.2010 - 06.2010
No Degree - Management
Moorpark College
01.2010 - 06.2010
No Degree - Marketing
Moorpark College
01.2010 - 06.2010
No Degree - Microsoft Office
Moorpark College
09.2009 - 01.2010
No Degree - College Writing
Moorpark College
09.2009 - 01.2010
No Degree - Business Economics
Moorpark College
06.2009 - 09.2009
No Degree - Business English
Moorpark College
04.2008 - 06.2008
MBA -
La Salle University
08.1999 - 08.2000
Portfolio Manager
Garanti Bank
09.1997 - 08.2003
Associate of Science - Civil Engineering
Yildiz Technical University
08.1993 - 08.1997