Legal Specialist

Dodge & Cox; San Francisco (CA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

100% healthcare premiums coverage

Retirement plan funded 25% of total

Competitive benefits

Job summary

Dodge & Cox seeks a Legal Specialist to support a 10-person legal team, handling corporate and regulatory tasks for the Funds and UCITS. You will work with internal counsel on business, legal and regulatory matters and develop expertise in focused areas over time.

Your role includes board materials, regulatory filings, contract reviews, and managing the legal department's SharePoint and vendor database. AI tools may be used to improve efficiency.

Qualifications

• Four-year college degree with an excellent academic record.
• Minimum of 2 years of relevant work experience in legal, compliance or operations.
• Strong analytical, problem-solving and organizational skills.
• Excellent verbal and written communication; ability to work independently and in a team.
• Attention to detail and high emotional intelligence.
• Proficient with Microsoft Office and regulatory websites; experience with generative AI tools is desirable.
• Strong data-analysis skills; comfortable with Excel and spreadsheets.

Responsibilities

• Support for the legal team in managing funds boards, materials, and meetings.
• Assist in regulatory reports, registrations, and filings (prospectuses, Form ADV, etc.).
• Prepare and review contracts and vendor agreements.
• Maintain vendor contract database and internal SharePoint; ensure intuitive organization and data integrity.
• Identify opportunities to use generative AI tools for efficiency in legal workflows.
• Project management throughout life cycle, with planning, coordination, and risk tracking.
• Coordinate tasks across departments and third parties; manage documentation and deliverables.

Skills

Analytical thinking

Problem solving

Excellent communication

Team collaboration

Attention to detail

Highly organized

Independent work

Emotional intelligence

Data analysis

Microsoft Office

Generative AI tools

Education

Four-year college degree

Tools

Microsoft Office

Excel

SharePoint

Generative AI tools

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.