Client Portfolio Analyst

3 weeks ago

San Francisco, United States Dodge & Cox Full time

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.

  • Client Portfolio Analyst

    1 week ago

    San Francisco, California, United States Dodge & Cox Full time

    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...

  • Portfolio Analyst

    2 months ago

    San Francisco, United States Evolve Talent Partners Full time

    Job DescriptionJob DescriptionPortfolio AnalystWealth Management FirmSan Francisco, CaliforniaEstablished wealth management and advisory firm is seeking a Portfolio Analyst to join their growing San Francisco office. The ideal candidate must have at least a year of direct experience and possess a deep understanding of investment strategies. Strong attention...

  • Portfolio Analyst

    2 months ago

    San Francisco, United States Evolve Talent Partners Full time

    Job DescriptionJob DescriptionPortfolio AnalystWealth Management FirmSan Francisco, CaliforniaEstablished wealth management and advisory firm is seeking a Portfolio Analyst to join their growing San Francisco office. The ideal candidate must have at least a year of direct experience and possess a deep understanding of investment strategies. Strong attention...

  • Portfolio Analyst

    4 weeks ago

    San Francisco, United States Stifel Full time

    **Summary** In the Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. **Essential Duties & Responsibilities** - Facilitates the...

  • Financial Portfolio Analyst 3

    2 weeks ago

    San Francisco, United States UCSF Benioff Children's Hospital Full time

    The Financial Portfolio Post Award Analyst is a critical member of the Department of Psychiatry and Behavioral Sciences (DPBS) Financial Services Team and plays a crucial role in the overall successful support and management of funding for the Facult Financial, Analyst, Portfolio, Skills, Management, Banking, Healthcare

  • Portfolio operations analyst

    6 days ago

    San Francisco, United States Randstad Full time

    Randstad is currently partnering with one of Global Investment in the finance industry, and recruiting candidates to join their team as a Portfolio Operations Analyst II. This 6 month contract assignment would require you to work at least 2-3 days per week Onsite. Please see the job description below for more details. If you are interested in learning more...

  • Senior Portfolio Compliance Analyst

    2 months ago

    San Mateo, United States Franklin Templeton Investments Full time

    At Franklin Templeton, were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering ma Compliance Analyst, Portfolio, Compliance, Analyst, Senior, Monitoring, Technology

  • Analyst/Associate, Portfolio Management

    1 month ago

    San Francisco, United States Stockbridge Capital Group Full time

    Stockbridge is an established real estate investment management firm with over $33 billion in AUM across a wide range of investment strategies and asset types across the U.S. with offices in San Francisco, Atlanta and Chicago. Stockbridge is seeking an experienced Analyst or Associate (title will be determined based on skillset and relevant experience) to...

  • Portfolio Management

    1 month ago

    San Francisco, United States Stockbridge Capital Group Full time

    Stockbridge San Francisco Office, San Francisco, California, United States of America Job Description Posted Friday, March 8, 2024 at 5:00 AM Stockbridge is an established real estate investment management firm with over $33 billion in AUM across a wide range of investment strategies and asset types across the U.S. with offices in San Francisco, Atlanta and...

  • Analyst/Associate, Portfolio Management

    3 weeks ago

    San Francisco, United States Stockbridge Capital Group Full time

    Stockbridge is an established real estate investment management firm with over $33 billion in AUM across a wide range of investment strategies and asset types across the U.S. with offices in San Francisco, Atlanta and Chicago. Stockbridge is seeking an experienced Analyst or Associate (title will be determined based on skillset and relevant experience) to...

  • Portfolio Management

    3 weeks ago

    San Francisco, United States Stockbridge Capital Group Full time

    Stockbridge San Francisco Office, San Francisco, California, United States of America Job Description Posted Friday, March 8, 2024 at 5:00 AM Stockbridge is an established real estate investment management firm with over $33 billion in AUM across a wide range of investment strategies and asset types across the U.S. with offices in San Francisco, Atlanta and...

  • Portfolio Analyst

    3 days ago

    San Diego, United States Axos Bank Full time

    Axos Bank Target Range: $25.00/Hr. - $29.00/Hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 12.5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5% - These discretionary...

  • Senior Portfolio Reporting Analyst

    1 month ago

    San Diego, United States Goal Structured Solutions Full time

    Job Description: The Senior Portfolio Reporting Analyst will report to the Portfolio Manager within the Asset Management team. This position is responsible for driving enhanced asset performance for both clients and invested capital, communicating with internal and external project stakeholders, and guiding less experienced data analysts. The Senior...

  • Senior Portfolio Reporting Analyst

    3 weeks ago

    San Diego, United States Goal Structured Solutions Full time

    Job Description: The Senior Portfolio Reporting Analyst will report to the Portfolio Manager within the Asset Management team. This position is responsible for driving enhanced asset performance for both clients and invested capital, communicating with internal and external project stakeholders, and guiding less experienced data analysts. The Senior...

  • Portfolio Manager

    1 week ago

    San Francisco, California, United States River City Bank Full time

    Under general supervision, maintains a commercial loan portfolio of secured and unsecured loans and lines of credit; provides a superior level of customer service to all current and prospective customers and tracks a variety of systems to ensure comp Portfolio Manager, Manager, Portfolio, Credit Analyst, Compliance

  • IT Portfolio Analyst

    4 weeks ago

    San Diego, United States ICW Group Insurance Companies Full time

    Are you looking for more than just a job? Do you want to have a voice and feel a sense of belonging? At ICW Group, we hire innovative people who consistently adapt, grow and deliver. We believe in hard work, a fun work environment, and embracing crea IT, Continuous Improvement, Portfolio, Project Manager, Project Management, Analyst, Technology, Insurance

  • IT Portfolio Analyst

    3 weeks ago

    San Diego, United States ICW Group Insurance Companies Full time

    Are you looking for more than just a job? Do you want to have a voice and feel a sense of belonging? At ICW Group, we hire innovative people who consistently adapt, grow and deliver. We believe in hard work, a fun work environment, and embracing creativity that only comes about when talented people collaborate to develop solutions. Our mission is to create...

  • IT Portfolio Analyst

    2 weeks ago

    San Diego, United States ICW Group Full time

    Are you looking for more than just a job? Do you want to have a voice and feel a sense of belonging? At ICW Group, we hire innovative people who consistently adapt, grow and deliver. We believe in hard work, a fun work environment, and embracing creativity that only comes about when talented people collaborate to develop solutions. Our mission is to create...

  • Associate Portfolio Manager

    24 hours ago

    San Francisco, California, United States Insight Investment Full time

    Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs.Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income,...

  • Analyst, Client Onboarding

    7 days ago

    San Francisco, United States BlackRock Full time

    Description About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all our clients, from wealth advisors to family offices to endowments and foundations. About...