Administrative Lead, Research Services & Equity Team

Dodge & Cox; San Francisco (CA); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Healthcare benefits

Retirement plan funding

Job summary

Dodge & Cox is seeking an experienced Administrative Assistant to support the Research Services team within Equity Research. You will coordinate calendars, travel, and vendor contracts, while aiding multiple leaders and cross-functional partners.

The role emphasizes discretion, organization, and proactive problem solving. The ideal candidate brings 5+ years of senior-level support, strong Office/SharePoint skills, and familiarity with AI tools such as Copilot, Claude, and Gemini.

Qualifications

• Four-year college degree preferred (B.A. or B.S.).
• 5+ years of experience supporting a senior team or operational leaders, preferably in a financial institution.
• Adept at using the Microsoft Office suite (PowerPoint, Excel, Word, Teams), Adobe Acrobat, and collaborative tools (SharePoint, M365).
• Experience working with and troubleshooting multiple devices and operating systems
• Fluent with AI tools such as Copilot, Claude, and Gemini, and able to apply them to everyday tasks.
• Able to quickly learn and adopt new database and software systems
• Strong project coordination skills, with the ability to manage logistics across multiple concurrent initiatives

Responsibilities

• Manage calendars, schedule meetings, and coordinate logistics end to end for supported leaders — including room setup, AV, catering, agendas, and materials.
• Coordinate recurring meeting cycles and governance committees across multiple teams, some with seasonal intensity.
• Coordinate AI program logistics, including steering committee meetings, training sessions, and scheduling.
• Route and track vendor contracts through Legal, managing timelines and renewal documentation.
• Serve as the firm's primary travel agency liaison; coordinate domestic and international travel, process expense reports, and maintain location tracking and compliance reporting.
• Support special projects as assigned, with scope expanding over time.
• Provide mutual coverage across the administrative team during peak periods or absences.
• Perform routine administrative tasks including expense processing, service requests, shipping, copying, and scanning.
• Plan team and departmental events as needed

Skills

Discretion

Communication

Highly organized

Project coordination

Adaptable

AI tools familiarity

Education

Bachelor's degree

Tools

Microsoft Office Suite

Adobe Acrobat

SharePoint

M365

Copilot

Claude

Gemini

Job description

Dodge & Cox is seeking an experienced Administrative Assistant to support the Research Services team within Equity Research. You will coordinate calendars, travel, and vendor contracts, while aiding multiple leaders and cross-functional partners.

The role emphasizes discretion, organization, and proactive problem solving. The ideal candidate brings 5+ years of senior-level support, strong Office/SharePoint skills, and familiarity with AI tools such as Copilot, Claude, and Gemini.