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    Client Portfolio Analyst - San Francisco, United States - Dodge & Cox

    Dodge & Cox
    Dodge & Cox San Francisco, United States

    3 weeks ago

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    Description

    The Client Portfolio Analyst plays an important role in Dodge & Cox's broader client service effort by working closely with members of the investment and client services teams to help craft client messaging, create and maintain client exhibits, and produce custom reports and commentary. This Client Portfolio Analyst will join a team and be responsible for updating quarterly client materials related to Dodge & Cox Fixed Income portfolios. This is a full time position with opportunity for development within the Client Services department.

    Responsibilities include:

    • Working with investment team members to create materials for internal purposes and client meetings, including researching, interpreting, and preparing portfolio and market charts and illustrations
    • Point person for all existing materials within coverage area, responsible for data updates and ensuring that messaging is consistent with the investment team's current outlook
    • Accountability for quality control of materials and compliance with internal processes
    • Continuous collaboration with the other Client Portfolio Analysts; provide back up when needed
    • Supporting client portfolio managers on a variety of client-related projects
    Qualifications:

    Dodge & Cox targets candidates with high levels of academic and professional achievement and leadership ability.
    • 2+ years of experience at an asset management, wealth management firm, or a consulting firm.
    • Proven ability to work in a team-oriented environment and meet time critical deadlines is essential
    • Excellent attention to detail, especially under tight time constraints
    • Strong quantitative, analytical, and computer skills, especially Excel, PowerPoint, and Tableau; desire to expand this skillset. FactSet experience preferred
    • Strong organizational and time management skills
    • Strong written and verbal communication skills
    • Willing and able to own multiple projects simultaneously and see them through to deliver the output on time
    • Proven ability to work independently
    • Growth mindset and enthusiasm for learning
    • Seeks out opportunities to optimize existing procedures by identifying bottlenecks and areas for enhancement
    • Company financial statement and valuation analysis experience a plus
    Requirements:
    • Dodge & Cox has a 3/2 hybrid work model, and all Dodge & Cox employees are required to be in their assigned office as noted in the job posting Tuesday - Thursday each week, with the option to work remotely on Monday and Friday.
    The salary range for this position is $125k - $150k.

    The listed pay scale denotes only the pay range of the base salary and does not include discretionary bonus compensation, which may make up an important portion of the total remuneration. Dodge & Cox encourages applicants to consider the value of the many competitive benefits it offers, including coverage of 100% of all healthcare premiums for employees and their families and fully funding a retirement plan at 25% of the total compensation to the IRS limit. Dodge & Cox also provides additional benefits such as commuter, health & wellness, backup care, matching gift, employee assistance, and life and disability insurance. The listed pay scale reflects the base salary Dodge & Cox reasonably expects to pay for this position and is not a reflection of the highest and lowest base salary of any current Dodge & Cox employee. Actual base salary will be based on factors such as the candidate's prior relevant experience (including within and external to Dodge & Cox, as applicable), education, skills, and knowledge.

    The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company's policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy

    All Dodge & Cox employees must adhere to the Firm's security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
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