Omar Eissa

Omar Eissa

Operations Specialist

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location of Omar EissaAl Jizah, Egypt

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  • Timeline

  • About me

    Senior Operations officer at CI Capital Holding

  • Education

    • Gezira language school

      2011 - 2019
      Bachelor's degree Business Administration and Management, General
    • Misr University for Science and Technology

      2013 - 2018
      Bachelor's degree Business Administration and Management, General B
  • Experience

    • Housing & Development Bank - HDB

      Jul 2017 - Nov 2018
      Operations Specialist

      Worked at Treasury division at Fixed Income and Money Market department through as below:- Managed day-to-day operations.- Optimized operational processes and procedures for maximum efficiency while maintaining quality standards.- Assisted with the implementation of new processes and procedures.

    • Target Asset Management

      Dec 2018 - Oct 2019
      Junior Financial Analyst

      - Proceeded with Consolidating and analyzing financial data while taking into account company’s goals and financial standing.- Provided creative alternatives and recommendations to reduce costs and improve financial performance.- Gained and updated job knowledge to remain informed about novelty in the field- Consulted with management to guide and influence long term and strategic decision making within the broadest scope.- Drive process improvement and policy development initiatives that impact the function. Show less

    • Misr Capital S.A.E

      Jan 2021 - Aug 2022
      Operations Officer

      - Attended client's kick off meetings and ensure that clients satisfied with our types of investment.- Maintained records of daily data communication transactions, problems along with remedial actions taken.- Follow up on handling of all related Core operation systems’ interfaces maintenance to provide full system functionality to internal & external customers.- Ensured preparing Daily Funds transactions timely and accurately.- Handled customers accounts and transactions on daily bases to ensure customers' satisfactions. Show less

    • CI Capital Holding

      Sept 2022 - now
      Senior Operations Officer

      - Ensuring Customer satisfaction are met along with convincing them with Company Fund services.- Handling end to end cycle from receiving customer's document and making sure of it's accuracy along with having compliance approval till receiving customer's transfer to proceed with investment process.- Providing transaction reports to asset management departments. - Assisting in measuring the Core company services availability and recommend improvements to avail the best service to internal & external customers.- Participating in conducting incident reviews for Core Company systems to provide lessons learned and avoid future reoccurrences' along with enhancing existing systems availability & resilience.- Following up on opening operational error records with relevant application support/vendor tracking systems to ensure uninterrupted operations for Compay systems.- Ensuring providing daily fund prices to all Customers. Show less

  • Licenses & Certifications

    • Certified Portfolio Management at EIMA (Currently)

      Egyptian Investment Management Association
      Sept 2023
    • Kick off Banking at AUC

      The American University in Cairo
      Jan 2022