Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Umit Gures

Durham,NC

Overview

4
4
years of professional experience
1
1
Certification

Work History

Portfolio Administration Associate II

Alter Domus
Durham, NC
06.2025 - Current
  • Managed administration of 20+ credit portfolios across 3 clients, supporting CLO structures through cash and par reconciliations, compliance testing, and client reporting.
  • Led portfolio oversight and issue resolution, partnering with clients, trustees, and internal teams to address discrepancies and ensure timely, accurate reporting.
  • Trained and mentored 3 junior associates on portfolio management, industry best practices, and client relationship management, improving efficiency and reducing escalations.
  • Automated reconciliation workflows using VBA, saving 3+ hours daily and improving efficiency across portfolios.

Portfolio Administration Associate I

Alter Domus
Boston, MA, US
10.2024 - 06.2025
  • Developed expertise in syndicated bank loans and debt markets by analyzing portfolio activity and supporting daily operations.
  • Performed daily cash and par reconciliations by reviewing and processing trades and portfolio cash flows.
  • Prepared client reporting and supported internal teams in resolving discrepancies to maintain accurate portfolio records.

Market Research Analyst

U.S. Artificial Intelligence Inc
Mountain View, CA, US
10.2023 - 10.2024
  • Strategically drove a 40% increase in user count by implementing targeted business strategies and market research insights, significantly enhancing customer engagement.
  • Synthesized market trend reports and leveraged financial metrics to guide the startup's strategy, fostering growth and enhancing competitive positioning in a rapidly evolving market.
  • Played a key role in the startup's strategic planning efforts, utilizing analytical skills to drive data-informed decisions and propel business expansion.

Investment Banking Summer Intern

RSM Arkan & Ergin
Istanbul, TR
06.2022 - 08.2022
  • Conducted thorough due diligence for local cryptocurrency exchange, verifying financial data accuracy and reliability to support potential investment decisions.
  • Utilized Discounted Cash Flow in Excel and financial modeling to analyze a $50 million international textile company, offering critical insights for investment assessment.
  • Researched renewable energy solutions for an industrial company with high electricity consumption, leading to a detailed investment report.
  • Conducted financial analysis for a diversified holding company with assets in hotel, yachting facilities, tourism, and real estate sectors, utilizing Bloomberg Terminal to access key data and generate annual valuation reports.

Education

Bachelor of Administrative Studies - Economics

Harvard University
Cambridge, MA
01-2023

Skills

  • Languages: Turkish, German
  • Technical Skills: Microsoft Office, Excel, Word, PowerPoint, Python, Bloomberg Terminal, ZoomInfo, Sentry, Solvas
  • Soft Skills: Critical Thinking, Decision Making, Problem Solving, Time Management, Teamwork and collaboration, Multitasking

Accomplishments

    Earned Division 1 All-American status.

    Received All-Ivy League First Team recognition four times.

    Competed for Turkey at the Tokyo 2020 Olympics.

Certification

  • Securities Industry Essentials (SIE) 2024
  • Financial Accounting Review 2024
  • Completed a comprehensive course in Accounting Essentials, focusing on the creation, interpretation, and analysis of the three key financial statements: the balance sheet, income statement, and cash flow statement.

Timeline

Portfolio Administration Associate II

Alter Domus
06.2025 - Current

Portfolio Administration Associate I

Alter Domus
10.2024 - 06.2025

Market Research Analyst

U.S. Artificial Intelligence Inc
10.2023 - 10.2024

Investment Banking Summer Intern

RSM Arkan & Ergin
06.2022 - 08.2022

Bachelor of Administrative Studies - Economics

Harvard University
Umit Gures