Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Mohamed Atarmal

Operations Specialist
Warsaw

Summary

Detail-oriented Operations Specialist with 3+ years of experience supporting the full trade lifecycle, and client servicing within global asset and fund operations. Proven ability to manage complex processes, mitigate operational risk, and drive accuracy across high-volume transactions. Experienced in collaborating with market infrastructure partners like Euroclear and BNP Paribas, and in supporting change initiatives that enhance control and client experience.

Overview

5
5
years of professional experience
1
1
Certification
3
3
Languages

Work History

Operations Specialist

Allfunds Bank
04.2023 - Current
  • Serve as the key point of contact between clients, transfer agents, and fund managers, ensuring smooth coordination and resolution of trade-related activities.
  • Coordinate with counterparties including BNP Paribas and Euroclear to ensure timely trade settlement, resolution of exceptions, and compliance with market practices.
  • Identify and report operational incidents, assess financial impacts, and lead investigations to mitigate future risk.
  • Analyze client communication and operational data to optimize service flow and support decision-making across functional teams.

Junior Operations Specialist

Allfunds Bank
04.2022 - 04.2023
  • Monitor and process high-volume mutual fund orders (subscriptions, redemptions, switches) under tight deadlines across global markets.
  • Perform pre-settlement risk controls, ensuring trade accuracy and preventing regulatory or operational breaches.
  • Collaborate with international teams across branches and time zones to coordinate trade flow and resolve cross-border issues.
  • Maintain continuous engagement with fund managers and transfer agents to resolve queries and ensure complete, compliant trade data.
  • Investigate order rejections and exceptions by conducting root cause analysis and engaging stakeholders across business units.
  • Execute post-trade confirmations and reconciliation tasks to support full transaction lifecycle accuracy.
  • Check pending trade databases, ensuring high data integrity and timely resolution of outstanding instructions.

Technical Support Specialist

Teleperformance
10.2021 - 03.2022
  • Delivered expert technical assistance by diagnosing customer issues, researching solutions, and providing clear, effective guidance to enhance user productivity.
  • Supported the development and delivery of customer training programs to improve product understanding and reduce recurring issues.
  • Recommended appropriate products, services, or procedures based on customer needs, contributing to improved customer satisfaction and operational efficiency.
  • Maintained strong communication skills while managing multiple inquiries, demonstrating patience and problem-solving in a fast-paced environment.

Telemarketer

ADM Value
12.2019 - 08.2021
  • Promoted and sold electricity and gas contracts by understanding customer energy needs and delivering tailored solutions to maximize client satisfaction.
  • Clearly communicated product benefits and features, enabling customers to make well-informed purchasing decisions.
  • Conducted timely follow-ups with prospects to successfully close sales and address additional inquiries.
  • Maintained detailed and accurate records of customer interactions, updating databases to support lead management and sales tracking.
  • Collaborated with the sales team to optimize outreach strategies and share best practices, driving continuous improvement in performance.

Education

MASTER DEGREE - INTERNATIONAL BUSINESS

WSB University

BACHELOR - ECONOMICS AND MANAGEMENT

Moulay Ismail University Faculty
Meknes

Skills

-Trade Lifecycle Management

-Operational Risk & Control

-Exception Management & Root Cause Analysis

-Data Analysis & Reporting

-Understanding of fund structures and transfer agency

-High Attention to Detail

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Certification

Understanding Capital Markets, LinkedIn

Timeline

Operations Specialist

Allfunds Bank
04.2023 - Current

Junior Operations Specialist

Allfunds Bank
04.2022 - 04.2023

Technical Support Specialist

Teleperformance
10.2021 - 03.2022

Telemarketer

ADM Value
12.2019 - 08.2021

MASTER DEGREE - INTERNATIONAL BUSINESS

WSB University

BACHELOR - ECONOMICS AND MANAGEMENT

Moulay Ismail University Faculty

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Mohamed AtarmalOperations Specialist