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RFP & Reporting Specialist

Company: Dodge & Cox
Location: San Francisco
Posted on: May 27, 2023

Job Description:

Dodge & Cox is seeking an experienced Request for Proposal (RFP) & Reporting Specialist to join its lean RFP team and assist the firm in its reporting and communications efforts. This includes responding to customized RFPs and Due Diligence Questionnaires (DDQs), maintaining Consultant Databases, and providing ad-hoc support for our Client Service and Portfolio Management teams. The successful candidate will master these responsibilities by developing strong working relationships with our Investment and Operations professionals, as well as with our Legal and Compliance departments.

Primary responsibilities include:

  • Completing RFPs, Requests for Information (RFIs), and DDQs for existing clients, consultants, and prospects, in a thoughtful, accurate, and timely manner
  • Managing and completing consultant databases and consultant questionnaires
  • Thoroughly understanding Dodge & Cox's products and services and staying current on portfolio strategy in order to effectively represent the firm
  • Collaborating with all departments in the firm
  • Involvement in the development and streamlining of the firm's customized reporting processes
  • Taking ownership of content and data management and being the trusted source for data and information for the firm
  • Maintaining involvement in various firm-wide initiatives and projects, including those that pertain to data integrity and communication best practices
  • Upholding a working knowledge of client and intermediary relationships through continued interaction with the client team and the use of Dodge & Cox's CRM system

    • Four year college degree (B.A. or B.S.)
    • 3+ years of investment industry experience. RFP and/or DDQ experience highly regarded
    • Strong knowledge of domestic, international, and global equity and fixed income products
    • Proven ability to work independently, take initiative, and manage multiple projects simultaneously and under tight deadlines
    • Strong organizational skills and attention to detail
    • UCITS Funds and Environmental, social, and governance (ESG) criteria familiarity a plus
    • Excellent time management and project management skills
    • Desire and ability to work in a team-oriented environment
    • Exceptional verbal and written communication skills; strong proofing and editing skills
    • Strong proficiency with MS Excel; familiarity with Evestment Alliance, and experience using RFP software such as RocketDocs or Qvidian, is highly desirable

      The salary range for this position is $105k - $125k.

      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.

Keywords: Dodge & Cox, San Francisco , RFP & Reporting Specialist, Advertising , San Francisco, California

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