Dodge and Cox is seeking an experienced, highly skilled Client Portfolio Analyst to join our team. The successful candidate will play an important role in Dodge & Cox’s broader client service effort by working closely with members of the investment and client service teams to help craft client messaging, create and maintain client materials, and produce custom reports and commentary. The Client Portfolio Analyst will support the Request for Proposal (RFP) team with relevant market and portfolio data and analysis. The ideal candidate will be a member of the Client Portfolio Analytics team and will be primarily responsible for updating quarterly client materials related to the Dodge & Cox Emerging Markets Stock Fund.

Primary responsibilities include:

• Working with investment team members to create materials for internal and external client meetings, including researching, interpreting, and preparing portfolio and market charts and illustrations
• Acting as 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
• Ensuring quality control of materials and compliance with internal processes
• Analyzing and summarizing portfolio and market performance and attribution
• Collaborating continuously with the other Client Portfolio Analysts and providing back up when needed
• Supporting Client Portfolio Managers on a variety of client-related projects and reports
• Providing the RFP team and other members of the client service team with relevant market and portfolio data and commentary

Qualifications:

Dodge & Cox targets candidates with successful academic and professional careers and demonstrated leadership ability.

• Four year college degree (B.A. or B.S.) with an excellent academic record
• A minimum of 3 years of experience at an Asset or Wealth Manager
• Experience with public company financial statement and valuation analysis
• Proven ability to work in a team-oriented environment and meet time critical deadlines
• Excellent attention to detail, especially under tight time constraints
• Strong quantitative, analytical, and computer skills
• Exceptional MS PowerPoint skills
• Excel, FactSet, and Tableau experience preferred
• CFA Charterholder highly desirable

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.