
Omar Mohamed Marei
Assistant Portfolio Manager
Obour City, Cairo, EgyptWork Experience
Assistant Portfolio ManagerFull Time
Gulf Insurance Group
May 2024 - May 2025 -1 yr
- Job Details:• Monthly reconciliation with all banks to address any discrepancies • oversee and maintain access to all bank statements, ensuring completeness of the client premiums • Executed All transfers inside and outside Egypt for the reinsurance companies, producers, and insurance policy holders • Maximizing the capital of the investment portfolio through trading in stock markets, buying treasury bills, EGP bonds, real estate, Euro bonds, housing bonds, and common stocks • Updating the bank statements daily to all the branches and collection team • Issue the claim transactions for clients and send them through ACH system and built-in bank systems • Assist in executing trades and managing order flow • Follow up the cheques (receivable/payable) on Eskadenia system • Maintain investment databases and update performance tracking tools
Financial Operations SpecialistFull Time
May 2023 - May 2024 -1 yr
- Job Details:• Managed and optimized business and financial operations for clients, ensuring accurate budgeting and forecasting. • Managed Full Cycle Account Management • Collaborated with cross-functional teams to streamline financial processes and improve efficiency. • Collaborated with cross-functional teams to identify and address partner needs, resulting in increased partner satisfaction • Implemented data-driven strategies to analyze partner engagement metrics and identify opportunities for improvement, leading to optimized partner success outcomes. • Utilized statistical analysis and data visualization techniques using Excel, Power Bi, google sheets, looker studio and Tableau to identify trends and patterns in complex datasets resulting in actionable insights for business stakeholders. • Developed and maintained automated reporting tools using SQL and Metabases, streamlining data analysis and reporting processes for improved efficiency. • Executed monthly financial analysis reports to track the portfolio performance • Conducted regular financial audits to ensure compliance with regulatory standards and collection team
Junior Finance CoordinatorFull Time
Sep 2022 - May 2023 -8 months
- Job Details:• Prepared and checked outgoing invoices • Prepared Transactions dump for every payroll cycle for every Corporation Khazna is contracted with. • Calculated the principal and fees for every transaction as bill payment, salary advance, and Consumer finance. • Managed Payroll process, Accounts payable and Bank Reconciliations • Created and managed expense claims • Prepared information and reports for cash flow projections
Travel ConsultantFull Time
Jun 2020 - Nov 2020 -5 months
- Job Details:• Researched and recommended travel itineraries to clients based on their preferences and budget, resulting in a 90%satisfaction rate. • Managed client inquiries and resolved any issues related to travel bookings in a timely and professional manner. • Voided, canceled, changed, and refunded airline tickets through Amadeus GDS and Farelogix
Education
College Diploma in Economics
American University in Cairo (AUC)Jan 2023 - Jan 2024 - 1 Year
BBA in Business Administration
American University in Cairo (AUC)Jan 2016 - Jan 2020 - 4 yr
Activities
It Administrator at Ministry of Interior of Egypt
Volunteering
Dec 2020 - Dec 2021 -1 yr
Achievements
Extracurricular Activities Peer Leader, Engagement Directory, Explore Committee, First Year Program (FYP), Fall 2018 - Spring 2019 • Guided freshmen through their first year at AUC. • Participated in organizing trips for students at AUC and mainly for freshmen. SU Heat General Manager, Events and Entertainment Committee, AUC Student Union, Fall 2017 - Spring 2018 • Managed several activities, medium-large scale projects to entertain all different sectors on AUC campus. Member, HR and Development Committee, Peer Advising Leader, Fall 2017 - Spring 2018 • Prepared different trainings for all PALs in the entity. Associate Head, logistics Committee, Model Council of Ministers, Fall 2017 • Led a team of certain number of members. • Led the members in the route of how implementing things is hard, but is worth it. Member, Logistics Committee, PAL Afro beat concert, Peer Advising Leader, Fall 2017
Skills
Languages
Arabic
FluentEnglish
Fluent
Training & Certifications
The Graduate Record Examination (GRE)
Educational Testing Service·2024Travel Counsellor Certificate
Travel Industry Council of Ontario·2022IELTS Academic
British Council·2014IELTS General
British Council·2014