Research Services Operations Coordinator

Cox Worldwide Funds plc; San Francisco (CA); On-site; USD 100,000 - 120,000; Full time

Job summary

Dodge & Cox is seeking an experienced Administrative Assistant to support the Research Services team within Equity Research. You will assist Vice Presidents and leaders across Research Services, Equity Technology, ESG, and Investment Stewardship with calendar management, travel coordination, and project support.

Ideal candidates will have a four-year degree, 5+ years of senior-support experience, and fluency with Microsoft Office and AI tools.

Qualifications

• Four-year college degree preferred (B.A. or B.S.).
• 5+ years of experience supporting senior teams or operational leaders, preferably in a financial institution.
• Proficient with Microsoft Office suite and collaborative tools (SharePoint, M365).
• Experience with AI tools and adaptability to new technologies.

Responsibilities

• Manage calendars, schedule meetings, and coordinate end-to-end logistics for supported leaders, including room setup, AV, catering, agendas, and materials.
• Coordinate recurring meeting cycles and governance committees across multiple teams.
• 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 travel liaison, coordinating domestic and international travel, processing expense reports, and maintaining 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 & judgement

Verbal & written communication

Organization

Project coordination

Multitasking

Education

Bachelor's degree preferred (B.A./B.S.)

Tools

Microsoft Office

PowerPoint

Excel

Word

Teams

Adobe Acrobat

SharePoint

M365

Job description

Dodge & Cox is seeking an experienced Administrative Assistant to support the Research Services team within Equity Research. You will assist Vice Presidents and leaders across Research Services, Equity Technology, ESG, and Investment Stewardship with calendar management, travel coordination, and project support.

Ideal candidates will have a four-year degree, 5+ years of senior-support experience, and fluency with Microsoft Office and AI tools.