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Post being replied to

Business Development Associate in Southern Cal by Santos L Halper

Feel free to email me if you want more details. Email attached.

Crawford Investment Counsel is an Atlanta based investment firm focused on the management of significant investment portfolios for both institutional and private investors throughout the U.S. We have been an SEC registered investment advisor since our inception in 1980. Currently, the firm employs 40 individuals and actively manages over $4.1 billion in assets. Clients include private investors, foundations, endowments, corporations, public funds, and Taft-Hartley plans.

Crawford Investment Counsel is seeking an investment professional to serve as a business development associate in our new Southern California office, with initial training at the Atlanta office. The position requires minimal travel.

Responsibilities

The business development associate will assist business development and client relationship professionals in securing new private investor client relationships through a referral network. The initial training will occur in the Atlanta, GA office for three to four months. After successful completion of initial training, the individual will relocate to our Southern California office.

Specific duties include:

 Serving as the initial point of contact for referrals
 Delivering the initial message about the firm’s investment services
 Scheduling and making introductory calls to interested, potential clients
 Coordinating and supporting the referral process with client relationship professionals by creating tailored investment policy statements, portfolio proposals, portfolio analyses, etc.
 Pursuing a CFA designation and/or MBA to advance into either a dedicated business development or junior client relationship role

Qualifications
The ideal individual’s qualifications include:
 Strong attention to detail
 Ability to work independently
 Excellent conversational and writing skills
 Enthusiasm for learning and embracing the firm’s investment philosophy and message
 Ability to explain technical information in a simple and logical manner
 Bachelor’s degree in a field related to the industry or a strong analytical background is preferred
 Prior industry experience is not necessary, but would be beneficial

Contact Information

Please contact Kris Mintz at Kmintz@CrawfordInvestment.com or 770-859-0045. All responses will be confidential.