The Client Portfolio Manager (CPM) is a key role connecting our clients and intermediary partners to our firm’s culture, values, investment process, and results. The CPM is a member of the Client Team, representing our firm and our investment strategies with high integrity, excellence, and in close collaboration with colleagues. The Client Portfolio Manager will be responsible for developing and maintaining strong relationships with the firm’s institutional and intermediary clients, consultants and prospects, and serve as a key representative of the firm and our portfolio management team. The successful candidate will work closely with client-service team colleagues, as well as members of investment research, client communications and other teams critical to meeting clients’ needs.
Primary responsibilities include:
- Deeply understand and articulate firm investment process, portfolio strategy and investment theses for individual portfolio holdings across our focused set of fixed income and equity strategies, and serve as a credible proxy for research professionals in new business and client meetings
- Develop, maintain, and enhance client relationships with Dodge & Cox’s institutional clients (e.g., corporate and public plans), intermediaries (e.g., financial advisors, broker-dealer platforms), and institutional consultants to drive long-term retention and satisfaction, and identify opportunities to broaden relationships over time
- Plan and execute a successful client relationship management program that includes meeting with clients periodically (remotely and in person) and understanding clients’ needs (investment objectives, evolving investment needs, decision-making processes)
- Gather and share market intelligence including trends across our client / consultant base (channel, vehicle, peer information)
- Participate in team efforts to cultivate prospective clients through intermediary relationships, referrals, and other influencers, as well as deepening current relationships
- Collaborate closely with senior management, the investment team, fellow client facing team members, and others to provide high-quality service to our clients
- Assist in developing written materials and client exhibits on investment strategies for the purpose of client communications
Qualifications
- 5-10 years of experience in the investment management industry in analyst, client portfolio management, or client service roles, with evidence of increasing responsibility and success
- Strong academic credentials with an advanced business degree (MBA), CFA designation or other evidence of financial markets expertise
- Strong understanding of financial markets and investment concepts, particularly fixed income markets/strategies, and a demonstrated interest in long-term investing
- Possessing personal qualities compatible with a highly collegial and collaborative culture: intrinsic motivation, comfort and interest in a team environment, individual accountability, maturity, high energy level, high professional standards, and unquestionable integrity.
- Intrinsic curiosity and interest in continuous learning,
- Strong written and verbal communication and interpersonal skills
- Desire to work in a team-oriented environment with individual accountability Hands on, direct and practical business style with an attention to detail and responsive attitude
- Ability, willingness and flexibility to travel (up to 25% of the time)
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 Monday - Thursday each week, with the option to work remotely on Friday.
The salary range for this position is $180k - $220k.
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 up to the IRS Defined Contribution limit (See IRC § 415 for current limits). 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.
