The Client Portfolio Analyst partners with Client Service colleagues, Investment team members, and other internal stakeholders to create high quality client materials. This role owns quarterly reporting and supports ad hoc client deliverables for an assigned coverage area (one or more equity strategies), delivering accurate, timely presentations, exhibits, and commentary aligned with the Investment team’s outlook and firmwide brand standards. The role requires strong analytical skills, exceptional attention to detail, and the ability to execute under tight deadlines—particularly during quarter-end reporting periods.
Key Responsibilities
Quarterly Reporting & Client Materials
- 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.
Performance Analysis & Commentary
- 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.
Exhibit Library Stewardship & Quality Control
- 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.
Cross-Team Collaboration & Coverage Support
- 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.
Qualifications
We’re looking for an intellectually curious, proactive self-starter with strong critical thinking skills, sound judgment, and exceptional attention to detail. You take ownership, thrive in a fast-paced environment, and can translate complex investment concepts into clear, client-ready communication. A growth mindset, strong work ethic, and continuous-improvement orientation are essential.
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.
The salary range for this position is $120k - $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.
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.
