![]() ![]() Experience in designing, implementing, and evaluating standard operating procedures for increased operational efficiency.Problem-solving skills with the ability to bring reported problems to successful resolution.Effective prioritization and time management skills for managing multiple concurrent objectives, projects, groups, or activities.Demonstrated ability to work collaboratively within a team structure and across functional departments.Intermediate Microsoft Excel skills heavily using functions like vlookup and pivot tables.Bachelor's degree in finance, economics, business, technology OR equivalent work experience.Implement solutions for automation and process improvement.Perform research on corporate actions, cost basis, and pricing.Create and manage manual investment accounts by interpreting client custodial statements.Maintain systems error logs and generate reports for Fort Pitt Department Heads.Conduct data audits (daily, monthly, quarterly) for accuracy from Custodians and Recordkeepers.Review and process interdepartmental requests using the Client Relationship Management (CRM) system.Process interdepartmental requests in the Portfolio Accounting System, including account opening, closing, investment model changes, and asset movements.Your meticulous attention to detail will be instrumental in conducting regular quality control checks, resolving issues to minimize operational risk, and creating solutions that increase the efficiency of the company. CardWorks is more than a job or a career for me.Are you ready to be part of an exciting journey in the financial services industry?Īs an Investment Operations Analyst, you will be at the heart of our investment operations, responsible for processing service requests with precision and maintaining the highest level of accuracy. I am a witness and testimony of this fact. This is not a slogan, bumper sticker, or generic theme these ideals are centered and woven throughout the fabric of the organization and cascaded down from the top leadership. It is FAMILY!ĬardWorks Servicing core values are based on the acronym C.R.I.T.I.C.A.L (Commitment, Respect, Integrity, Teamwork, Innovation, Communication, Accountability, and Learning). CardWorks Servicing is more than a job or a career for me. I have recently been selected to transition to the new Lake Mary, Florida site to be the site manager.ĬardWorks Servicing core values are based on the acronym C.R.I.T.I.C.A.L (Commitment, Respect, Integrity, Teamwork, Innovation, Communication, Accountability, and Learning). Some of the business units/functions that I currently oversee are Non-Affiliated Loss Mitigation, Customer Experience, and Fraud Investigation & Disputes. ![]() Over the past seventeen years I have received multiple promotions and role changes up to my current position of VP of Operations. The company has provided tremendous opportunities for me throughout my tenure. I started with CardWorks Servicing as a collection representative in November 1999 when the Pittsburgh PA operation was opened. ![]()
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