Omar Khafagy, CFA
Manager, Corporate Access at TMX Group- Claim this Profile
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Topline Score
Bio
LinkedIn User
Omar’s work ethic and willingness to learn are exceptional. He made immediate strides understanding our Capital Markets business and quickly become an irreplaceable resource in supporting the entire TSX Company Services team. He developed great rapport with his clients and is one of the most organized and trustworthy people that I’ve worked with. He has an amazing future ahead and it would be a pleasure to work with him again in the future.
LinkedIn User
Omar’s work ethic and willingness to learn are exceptional. He made immediate strides understanding our Capital Markets business and quickly become an irreplaceable resource in supporting the entire TSX Company Services team. He developed great rapport with his clients and is one of the most organized and trustworthy people that I’ve worked with. He has an amazing future ahead and it would be a pleasure to work with him again in the future.
LinkedIn User
Omar’s work ethic and willingness to learn are exceptional. He made immediate strides understanding our Capital Markets business and quickly become an irreplaceable resource in supporting the entire TSX Company Services team. He developed great rapport with his clients and is one of the most organized and trustworthy people that I’ve worked with. He has an amazing future ahead and it would be a pleasure to work with him again in the future.
LinkedIn User
Omar’s work ethic and willingness to learn are exceptional. He made immediate strides understanding our Capital Markets business and quickly become an irreplaceable resource in supporting the entire TSX Company Services team. He developed great rapport with his clients and is one of the most organized and trustworthy people that I’ve worked with. He has an amazing future ahead and it would be a pleasure to work with him again in the future.
Credentials
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Canadian Securities Course
Canadian Securities Institute (CSI)Apr, 2015- Nov, 2024 -
Chartered Financial Analyst (CFA) Charterholder
CFA Institute -
Financial Modeling & Valuation Program
Investment Banking Institute
Experience
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TMX Group
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Canada
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Financial Services
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700 & Above Employee
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Manager, Corporate Access
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Sep 2020 - Present
As a Manager of Corporate Access, I play two roles within our Company Services team that contribute to our listed issuers' growth, funding, and success. I act as a trusted Regional Advisor responsible for the onboarding of newly listed issuers with no public markets experience in addition to servicing my portfolio of existing issuers. Through a tailored client-focused approach, I provide both types of issuers with insights and guidance on different topics related to managing a public company such as Disclosure, Investor Relations, Trading, ESG, and Governance. My second focus was launching and now leading the team's new Corporate Access program which aims to support the issuer's investor engagement efforts through enhanced profile opportunities, investor events, and market intelligence.
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Client Success Specialist
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Feb 2019 - Sep 2020
As a Client Success Specialist, part of the Capital Formation Group of Toronto Stock Exchange (TSX) and TSX Venture Exchange (TSXV), I acted as the first point of contact for listed issuers to help address their questions, concerns and needs. I also supported the delivery of the Company Services business solutions by providing product and service overviews and demos, in addition to representing the exchange at client facing industry events.
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State Street
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United States
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Financial Services
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700 & Above Employee
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Associate - Relationship Management
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Feb 2016 - Jan 2019
With a number of significant hedge funds under my coverage, I acted as their main point of contact, responding to daily inquiries regarding various exceptions and incorrect trades or transactions in a timely manner, ensuring correct daily fund NAV calculation and high client satisfaction, thus receiving the ‘State Street Super Service Award’ for exceeding performance expectations. I also Liaised between various external parties such as Institutional Investment Managers, Brokers and Auditors in handling the day to day fund operations of four major hedge funds. With a process heavy nature of the role, I developed a strength in risk and operational efficiency and excellence by building multiple Excel models/macros to replace manual interventions and processes which resulted in a significant reduction of processing errors as well as improved efficiency.
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Uber
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United States
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Internet Marketplace Platforms
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700 & Above Employee
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UberEATS - Operations & Logistics
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Jun 2015 - Feb 2016
As part of a newly formed team within the Operations & Logistics team at Uber, our focus was launching the UberEats service. I led a fast-paced operation by training and providing guidance to coworkers, restaurants and drivers. On daily basis, I managed and tracked inventory of 2000+ food items in addition to liaising with customers, partners and management to ensure smooth operations that met customer expectations and company goals. I constantly evaluated the logistical performance of our operations and have identified and resolved multiple bottlenecks by making strategic changes that improved the overall efficiency and quality of our service. I am proud to be a part of this team which was the first to launch the UberEATS stand alone app in the Toronto market.
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Education
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2010 - 2015
McMaster University
Honours Bachelor of Commerce (Honours B.Com.), Major: Finance | Minor: Economics
Community
