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Careers

At Crawford Investment Counsel, we seek out and work hard to retain capable, educated, and knowledgeable professionals who demonstrate a strong commitment to both our goals and our clients’ goals. We are looking for exceptional people who have a desire to grow with our firm, for the long-term.

At Crawford Investment Counsel, we are proud to be an equal opportunity employer, and all qualified applicants will receive consideration for employment.

We are always looking for talented people

Current Openings

Senior Operations Analyst

The Senior Operations Analyst position at Crawford Investment Counsel is a newly created full-time position to help support growth and efficiencies of our business. This position reports to the Director of Operations

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Billing Specialist

The Billing Specialist position at Crawford Investment Counsel is a unique opportunity to join a family‐owned business with great benefits and work/life balance. This position reports to the Director of Operations.

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Details

Senior Operations Analyst

Job Responsibilities

  • Perform analysis on data integrity to ensure all business requirements are met
  • Perform monthly maintenance and calculations of GIPS performance composite
  • Complete data audits between operating systems – APX, Moxy and each custodian
  • Develop and maintain department performance metrics
  • Cross-train and serve as a possible backup for all operational functions
  • Create monthly and quarterly reports for the President, Chief Financial Officer and Senior Management
  • Maintain operational procedures

Experience

  • Bachelor’s degree preferred
  • Two to five years experience at an RIA (Registered Investment Advisor) preferred or financial services experience with an understanding of operations and processes
  • Experience with Microsoft Office – Word, Excel, PowerPoint, Outlook is required. Strong Excel skills are a plus
  • SQL Server Management Studio (SSMS), SQL Server Reporting Service (SSRS) experience also a plus

Attributes

  • Problem solver who can identify all facets and implications of a problem, research a solution, articulate the problem and recommended solution and collaborate with others to implement the solution
  • Self Starter
  • Adept at analyzing and extracting meaning from data
  • Exceptional and proactive communicator (verbal and written)
  • Prioritize work effectively in a fast paced environment
  • Ability to work collaboratively with others
  • Detail oriented with an ability to focus on data accuracy and system integrity
  • Organized, professional and an excellent time manager.

Billing Specialist

Job Responsibilities

  • Perform data analysis on new accounts and closed accounts to prepare for quarterly billing
  • Perform quarterly billing for all clients
  • Prepare reporting to ensure all clients are billed
  • Maintain operational procedures
  • Ensure proper new client set‐up in the billing system. This will require working closely with the company operations team and client facing professionals
  • Ensure that information changes originating with client‐facing colleagues are properly documented and updated in the billing system
  • Generate and review client fees and quarterly billing statements for accuracy and completeness
  • Post fees to the portfolio accounting system, including those fees generated from third parties and custodial accounts
  • Assist in quarterly revenue analysis
  • Develop and maintain billing performance metrics

Experience & Attributes

  • Bachelor's degree required 
  • One to three years of billing experience, preferably in investment management industry
  • Expert in Microsoft Excel
  • Adept at solving problems by using rigorous logic to understand hidden problems and identify effective solutions without adding complexity
  • Exceptional and proactive communicator (verbal and written)
  • Prioritize work effectively in a fast paced environment
  • Ability to work collaboratively with others
  • Detail oriented with an ability to focus on data accuracy and system integrity
  • Organized, professional, with exceptional time management skills

600 Galleria Parkway
Suite 1650
Atlanta, Georgia 30339

Main
: 770.859.0045
Fax: 770.859.0049

Email: info@crawfordinvestment.com

  • Important Disclosures
  • Careers

        Copyright © 2022 | Crawford Investment Counsel, Inc. | All Rights Reserved.

        Crawford Investment Counsel, Inc. (“Crawford”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Crawford Investment Counsel, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.

         

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