Dodge & Cox · 15 hours ago
Client Portfolio Analyst
San Francisco Office
Full-time
Onsite
Mid Level
$120K/yr - $150K/yr
3+ years expDodge & Cox is a prominent investment management firm seeking a Client Portfolio Analyst to partner with various internal teams to produce high-quality client materials. This role focuses on quarterly reporting and delivering accurate presentations while ensuring compliance with brand standards and managing multiple deadlines.
BankingConsultingFinanceFinancial Services
Responsibilities
Own quarterly reporting for assigned strategies, including updating client presentations/books, exhibits, and supporting analytics
Develop and maintain client-ready materials for internal and external meetings, translating portfolio and market data into clear visuals and messaging
Ensure deliverables are accurate, timely, compliant, and aligned with the Investment team’s current outlook and firmwide brand and messaging standards
Manage multiple deadlines and shifting priorities; occasional extended hours may be required, particularly during quarterly production cycles
Analyze and summarize portfolio and market performance relative to benchmarks and relevant context
Partner with Investment, Communications, and Client Service team members to help develop commentary, support attribution analysis, validate messaging, and maintain consistency across materials
Serve as the point person for exhibit libraries and materials within the assigned coverage area, managing version control and updates to ensure consistency across all deliverables
Maintain high standards for data integrity and exhibit accuracy by following internal controls and quality-check procedures
Collaborate across teams to share best practices, improve processes, share strategy-specific insights, and provide coverage support as needed
Support client initiatives, custom reporting, and ad hoc analyses in response to client needs and business priorities
Qualification
Required
Bachelor's degree (B.A. or B.S.) with strong academic performance
3+ years of relevant experience at an asset management or wealth management firm
Advanced Excel and PowerPoint skills, with a strong track record of producing polished, client-ready materials
Strong quantitative and analytical skills; ability to interpret financial and market data with sound judgment
Excellent written and verbal communication skills; ability to translate technical analysis into clear client messaging
Proven ability to manage multiple projects, meet time-critical deadlines, and deliver consistently high-quality output
Exceptional attention to detail and commitment to data integrity and quality control
Ability to work independently and collaboratively in a team-oriented environment
Preferred
Experience with performance analysis and attribution
Familiarity with FactSet and Bloomberg
Public company financial statement and valuation analysis experience
CFA Charterholder or progress toward the CFA designation
Interest in expanding technical/tool capabilities and improving processes
Benefits
Coverage of 100% of all healthcare premiums for employees and their families
Fully funding a retirement plan at 25% of the total compensation to the IRS limit
Company
Dodge & Cox
Dodge & Cox American is Fund management company,provides professional investment management services to individuals, retirement funds, and.
201-500 employees
H1B Sponsorship
Dodge & Cox has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (14)
2023 (7)
2022 (1)
2021 (2)
2020 (8)
Funding
Current Stage
Growth StageLeadership Team
Tina De Carolis
Executive Assistant to CTO
Recent News
2025-09-15
The Telegraph
2025-03-01
MarketScreener
2025-02-10
Company data provided by crunchbase