Dodge & Cox
Overview
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 CPM 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 and client communications teams.
Base pay range
$195,000 - $230,000 per year
Primary responsibilities
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
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 and a demonstrated interest in long-term investing 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 attention to detail and a 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 employees are required to be in the 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 $195,000 - $230,000. The listed pay scale denotes only the pay range of the base salary and does not include discretionary bonus compensation. Dodge & Cox offers competitive benefits, including healthcare Premium coverage for employees and families and retirement plan contributions. Other benefits include commuter, health & wellness, backup care, matching gifts, employee assistance, and life and disability insurance. Actual base salary will be based on factors such as experience, 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. The Company is an equal opportunity employer. See EEO Policy for details.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales Industries: Investment Management
Referrals increase your chances of interviewing at Dodge & Cox by 2x Get notified about new Client Portfolio Manager jobs in
San Francisco, CA .
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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 CPM 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 and client communications teams.
Base pay range
$195,000 - $230,000 per year
Primary responsibilities
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
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 and a demonstrated interest in long-term investing 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 attention to detail and a 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 employees are required to be in the 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 $195,000 - $230,000. The listed pay scale denotes only the pay range of the base salary and does not include discretionary bonus compensation. Dodge & Cox offers competitive benefits, including healthcare Premium coverage for employees and families and retirement plan contributions. Other benefits include commuter, health & wellness, backup care, matching gifts, employee assistance, and life and disability insurance. Actual base salary will be based on factors such as experience, 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. The Company is an equal opportunity employer. See EEO Policy for details.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales Industries: Investment Management
Referrals increase your chances of interviewing at Dodge & Cox by 2x Get notified about new Client Portfolio Manager jobs in
San Francisco, CA .
#J-18808-Ljbffr