Mert Ulker, Cfa Email & Phone Number

Istanbul, Turkey

Istanbul

Managing Director of the research department consisting of twelve analysts, including six equity research analysts, one economist and a team of five analysts responsible from cross-asset and quantitative analyses  Monitored global and local economic, financial and political developments, and established the company’s house view and cross-asset strategy (stocks, bonds, credit, FX and commodities) with a specific focus on Turkish equity research & strategy Made strategic and tactical trading calls through fundamental and quantitative analyses  Maintained customer liaison and attended road shows to actively market investment ideasAchievements• Initiated the cross-asset strategy and quantitative research lines• Generated alpha through the most-preferred stocks portfolio, which beat the benchmark index by 13% on a compounded annual basis• Ranked in top 3 among more than 40 international and local brokerage houses covering Turkey in the best research team category of the Extel survey for the last 3 years, achieving first place in 2015; selected as “best research team” in 2016 by managements of companies listed at Borsa Istanbul• Led Akbank Group’s wealth management research content project• Key contributor to gains in the organisation’s market share

Istanbul, Turkey

Provided investment management and strategic advisory service in the Family Office (asset allocation advice, market analysis and due diligence on real estate and venture capital schemes)  Conducted a preliminary IPO strategy study for IC Holding and subsidiaries Supervised financial models for M&A, JV and PPP targets, including privatization opportunitiesAchievements• Initiated and supervised the strategic roadmap study of IC Energy• Devised the risk management and corporate governance framework for IC Energy• Established the Investor Relations function, and negotiated with potential foreign institutional investors• Worked as an independent financial market commentator at Finansonline

Istanbul, Turkey

Member of the Executive Committee and the Investment Committee with responsibility for establishing the cross-asset house view and directing finansonline.com, the online brokerage arm of Finansinvest with 33,000 clients  Prepared Finansinvest’s daily and weekly investment strategy bulletins, reaching an audience of over 25,000, including Finansbank’s Wealth Management network Published strategic and tactical market calls (stocks, bonds, credit, FX and commodities)  Recommended diverse asset allocation advice to clients of different risk profiles Conducted investment meetings with key clients and personnel of Finansinvest & Finansbank Directed business development, strategic planning, capital budgeting and CRM activities of FinansonlineAchievements• Initiated the cross-asset research and strategy product line• Developed the new generation (web-based and mobile) brokerage portals for finansonline.com • Launched the Finansonline FX and Finansonline International trading platforms• Led a complete overhaul of content management and development, building a community of 15,000 followers on Twitter in two years as potential leads for sales and marketing efforts• Managed CRM activity of finansonline.com and built a new generation IVR for stock order automation at Finansinvest’s call centre• Increased Finansonline's share in Finansinvest's brokerage income from 15% to over 35% and its market share in Borsa Istanbul from 0.6% to 1.0% in one year

Istanbul, Turkey

Managed and directed the equity research department of ten analysts, and monitored global and local economic, financial and political developments to establish FinansInvest’s house view and equity strategy Analysed and screened companies and industries through fundamental and quantitative research; identified top stock picks and trade ideas Led the weekly executive investment committee meetings and daily sales calls with the London office Maintained customer liaison and attended road shows to actively market investment ideas Covered non-financial stocks (TMT, conglomerates, consumer durables, autos, beverages, real estate, defence and pharmaceuticals & healthcare industries) in earlier years Achievements• Consistently beat benchmark equity indices with the top stock picks• Ranked in the Extel analyst and research team surveys• Advised and worked in a number of investment banking activities on primary deals

Istanbul, Turkey

Covered the consumer durables, autos, TMT, steel & metals, airlines, defence and real estate industries with active involvement in sales activities, and attended road showsAchievements• Advised in several investment banking activities on primary corporate deals

Istanbul

Covered the steel & metals, TMT, real estate, airlines, defence, insurance, pharmaceuticals and healthcare industriesAchievements• Initiated coverage of the small-cap sector of the ISE• Designed and maintained a quantitative stock selection model• Advised and worked in a number of investment banking activities on primary deals • Published several studies on a wide variety of topics, ranging from macroeconomics to finance, and from country analysis to global financial developments• Coordinated the issuance of a monthly bulletin with an audience of close to 20,000

Boston, Ma

Conducted investment research – in-depth company and industry-level research at the stock and fund level, and performed sales pipeline analytics to predict future new client revenue results Responsible for collecting, reviewing and analysing data to support decision-making, financial analysis and management-reporting related to different Fidelity Businesses

Boston, Usa

Market linkage activities for new product development; benchmark analysis of a competitor

Master Of Business Administration (Mba), Concentration On Finance And Entrepreneurship

Bachelor Of Science (B.Sc.), Civil Engineering