Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox’s broader client service effort by doing the following:
Supporting our U.S.- and London-based Client Service teams in responding to investor inquiries in a timely, thorough and accurate manner.
Being a secondary point of contact for strategic client relationships.
Monitoring and reporting internally on client and industry trends.
This individual is expected to become an expert on each of the firm’s investment strategies and vehicles, the firm’s external reporting and communications materials and workflows, and the evolving dynamics of our industry, our business, and our client base and their unique servicing needs.
Primary Responsibilities Include
Coordinating responses to one-off client, intermediary, and consultant requests.
Acting as a secondary point of contact for strategic relationships.
Collaborating with the teams who are experts on specific business segments to build an in- depth knowledge base of our different client types.
Maintaining information in our client relationship management software. This individual will be a subject matter expert on all aspects of client, intermediary, and consultant data contained in the software.
Backing up other Associates within Client Service on key aspects of their roles. This includes tracking and internal reporting on the firm’s new business pipeline, and oversight of the processes to maintain mutual fund and UCITS client account data in our client relationship management software.
Qualifications
Dodge & Cox targets candidates with successful professional careers and demonstrated leadership ability
Four-year college degree (B.A. or B.S.)
Intrinsic curiosity to continuously learn and pursue excellence
Excellent communication, analytical and problem-solving skills, and attention to detail
Proven ability to work in a team-oriented environment, but also a self-starter who can work independently
Strong quantitative, analytical, and computer skills including PowerPoint and Excel
Strong understanding of public equity and fixed income investment strategies
3 years of experience in financial services preferred
Tableau experience preferred
CFA or desire to obtain CFA preferred
Requirements:
Dodge & Cox has a 4/1 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 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.
Top Skills
What We Do
Investment management is Dodge & Cox’s only business. We are focused on providing U.S., global, international, and emerging markets equity; fixed income; and balanced account management.
Strategies:
Equity — The philosophy guiding the management of our equity portfolios is built on traditional principles: we maintain a long-term focus, conduct our own research, and employ a rigorous price discipline. Our approach is research-intensive; decisions are based on individual company analysis by our team of investment professionals.
Fixed Income — Dodge & Cox’s philosophy is to construct and manage a high average quality portfolio of securities that are selected through bottom-up, fundamental analysis. We believe that by combining fundamental research with a long-term investment horizon it is possible to uncover and act upon inefficiencies in the valuation of market sectors and individual securities.
Balanced — Our objective in managing balanced accounts is to provide regular income, conservation of principal, and an opportunity for long-term growth of principal and income. Our strategy is to invest in a diversified portfolio of stocks and fixed income securities.
Offerings:
Dodge & Cox Funds — Dodge & Cox offers U.S. based investors a simple, low-cost way to own a portfolio of stocks and/or fixed income securities.
Private Client Accounts — The private client group serves high net worth individual investors, family offices, and non-profit organizations across the United States through separately managed accounts.
Institutional Separate Accounts — A client's investment objectives, asset allocation, and portfolio holdings are reviewed with an experienced portfolio manager and client service associate.
To view our U.S. Terms and Conditions of Use, visit: dodgeandcox.com/individual-investor/us/en/terms-and-conditions-of-use.html
Non U.S. Investors: Please visit dodgeandcox.com and select the country you live in
