Hybrid Equity Research Administrative Partner

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

Benefits offered by this job

Healthcare premium coverage for depend

Retirement plan funded to IRS limit

Job summary

Dodge & Cox in San Francisco is seeking an experienced Administrative Assistant to support the Equity Research team. You will manage calendars, organize meetings, coordinate travel, and assist with research materials and onboarding.

The role emphasizes discretion, accuracy, and collaboration in a fast-paced investment environment. Ideal candidates have a four-year degree and 5+ years supporting senior investment professionals, proficiency with Microsoft Office, and familiarity with AI tools to

Qualifications

• Four-year college degree preferred (B.A. or B.S.)
• 5+ years of experience supporting a senior team or investment professionals, 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

Responsibilities

• Act as a trusted partner to Analysts in managing calendars and priorities, protecting time for research and investment work; manage calendar and anticipate needs, surfacing scheduling conflicts and preparation needs early.
• Organize meetings end to end, including scheduling, conference-room and AV setup for hybrid meetings, catering requests, and guest registration; partner with meeting hosts to build agendas and distribute materials in advance.
• Support Investment Committee, Sector, and Research meetings: handle detailed committee scheduling, track materials and correspondence, prepare and link materials in the Company Portal, and manage post-meeting follow-up, including time-sensitive workflows, notes, action items, and recordings.
• Arrange meetings with company management and sell-side research analysts, and collect research materials in preparation for industry conferences, management visits, and regional and country research trips.
• Coordinate all domestic and international travel, including visa applications, passport renewals, hotel and car service reservations, and conference registrations; process expense reports and location tracking in Workday.
• Utilize FactSet, AlphaSense, and other tools as requested by Analyst, to fulfill requests for company news, earnings reports, and sell-side reports.
• Maintain electronic research filing system for domestic and international companies.
• Assist with weekly and quarterly distribution of materials to the Equity Research Department.
• Ensure investment professionals’ devices and key apps are up-to-date and functioning reliably, particularly ahead of travel; work closely with IT to troubleshoot technology and support adoption of M365 and AI tools.
• Support recruiting and onboarding as needed.
• Support a variety of research-related projects and ad-hoc requests, including providing coverage and mutual support across the admin team.
• Perform other routine administrative tasks, such as expenses, submitting service requests, preparing FedEx/USPS labels, copying, scanning, etc.
• Plan team and holiday events as needed.

Skills

AI tools (Copilot/Claude/Gemini)

Microsoft Office suite

Education

Bachelor's degree (Four-year college)

Tools

Adobe Acrobat

SharePoint / M365

Job description

Dodge & Cox in San Francisco is seeking an experienced Administrative Assistant to support the Equity Research team. You will manage calendars, organize meetings, coordinate travel, and assist with research materials and onboarding.

The role emphasizes discretion, accuracy, and collaboration in a fast-paced investment environment. Ideal candidates have a four-year degree and 5+ years supporting senior investment professionals, proficiency with Microsoft Office, and familiarity with AI tools to