Crawford Investment Counsel is seeking an investment professional serving the role of portfolio management and client relations. If you or anyone you know is interested in the position, please have them contact Kris Mintz at Crawford Investment Counsel, Kmintz@CrawfordIvestment.com 770-859-0045. All responses will be confidential.
Portfolio Manager/Client Relations:
Professional will represent Crawford Investment Counsel and work closely with marketing professionals to secure and service relationships in a referral network. The position is a combination of making presentations to prospective high net worth investors, and then managing the portfolios along with the client relationships. The individual will need to be able to clearly articulate Crawford’s investment services and be able to describe how the portfolio will be invested to satisfy the client’s objectives.
The professional will be presenting/marketing to a receptive audience. Initially, most of the time will be devoted to developing relationships and serving as a resource to the marketing professionals. As the number of client relationships increases, the professional will devote most of their time managing investment portfolios and servicing clients.
The individual will be based in Atlanta, and the position requires travel. A highly motivated professional with excellent presentation skills and strong writing skills. Minimum of 5 years of investment experience and CFA or MBA are necessary.
Competitive salary along with attractive incentive compensation and strong benefits (healthcare and retirement). The total compensation package will reflect the professional’s level of experience and their ability to successfully fulfill the duties.