Legal Specialist

Imea; San Francisco (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

100% healthcare coverage

Generous retirement plan contribution

Job summary

Imea is looking for a Legal Specialist to join their legal team in San Francisco. The role involves managing corporate and regulatory tasks for the legal department and working closely with internal counsel on a variety of legal and regulatory matters.

The successful candidate will possess a four-year degree and a minimum of two years of relevant experience, demonstrating strong analytical and problem-solving skills, as well as proficiency in project management and communication.

Competitive benefits include 100% healthcare coverage and a generous retirement plan contribution.

Qualifications

• Minimum of 2 years of relevant work experience, preferably in a legal, compliance or operations role.
• Experience using generative AI tools for research and drafting is highly desirable.

Responsibilities

• Provide support for management of Dodge & Cox Funds and Worldwide Funds boards.
• Assist in preparation and filing of regulatory reports.
• Prepare and review contracts including investment management agreements.
• Manage projects within the legal department to comply with new regulations.

Skills

Analytical skills

Problem-solving skills

Project management

Verbal communication

Written communication

Attention to detail

Organizational skills

Data-analysis

Education

Four-year college degree

Tools

Microsoft Office

Excel

Job description

The Legal Specialist will be part of a 10-person legal department, which includes 5 attorneys. The Legal Specialist is responsible for performing and managing corporate and regulatory tasks for Dodge & Cox, its affiliates, the Dodge & Cox Funds and the Dodge & Cox Worldwide Funds (UCITS). The Legal Specialist will work closely with internal counsel on a variety of business, legal and regulatory matters and is expected to develop expertise in specialized areas of focus over time.

Key Responsibilities:

Specific responsibilities include the following, but duties are subject to change based on the needs of the firm and department.

• Providing support for the legal team in the management of the Dodge & Cox Funds and Dodge & Cox Worldwide Funds (Irish UCITS) boards, including working with internal attorneys and external legal counsel, as well as Dodge & Cox senior management to produce board materials and prepare for board meetings.
• Assisting attorneys in the preparation and filing of regulatory reports, updates to registration statements and other filings, such as prospectuses, Form ADV, and assorted state and international filings.
• Assist in preparing and reviewing contracts, which may include investment management agreements, confidentiality agreements, and vendor contracts.
• Assisting in maintaining the firm’s vendor contract database and organizing the legal department’s internal SharePoint site, with attention to the user experience, intuitive organization, identification of key metadata, data integrity and appropriate controls.
• Identify opportunities to use generative AI tools to improve efficiency in legal workflows and help other department members in adopting those tools consistent with firm policies.

In addition, a portion of the Legal Specialist’s time may involve managing projects within the legal department, which may require coordination with other departments, in some cases to achieve compliance with new regulatory requirements. Project management responsibilities include:

• Project management throughout the project life cycle, working closely with the project owner.
• Creation and oversight of detailed project plans that create a path to a successful implementation.
• Coordination of tasks and resources (both dedicated and shared) across various teams and monitoring of overall project progress.
• Coordination of the project tasks and milestones and their interdependencies.
• Tracking of risks and issues.
• Managing stakeholders’ communications—including coordinating input and feedback requests across multiple departments and third parties as needed.
• Managing the required documentation for the project.
• Reviewing new versions of deliverables for overall quality control.

Qualifications

Dodge & Cox seeks candidates with distinguished academic and professional credentials.

• Four-year college degree with an excellent academic record.
• Minimum of 2 years of relevant work experience, preferably in a legal, compliance or operations role or as a project manager at an asset manager or other financial services company.
• Intellectually curious, with strong analytical and problem-solving skills.
• Ability to work both independently and in a highly collaborative environment.
• Excellent verbal and written communication skills; strong emotional intelligence.
• Keen attention to detail.
• Highly organized and able to handle a variety of projects and prioritize effectively to meet multiple deadlines.
• Adept at using Microsoft Office suite; experience with relevant regulatory and industry websites is desirable.
• Experience using generative AI tools to support research, drafting, and organizational tasks is highly desirable.
• Strong data-analysis skills, with demonstrated proficiency in Excel and comfort working with spreadsheets.

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.

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.