Strategic Administrative Partner - Equity Research

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

Benefits offered by this job

Healthcare premiums fully covered

Retirement plan funding at 25% of IRS-

Hybrid work environment

Job summary

Dodge & Cox, based in San Francisco, seeks an experienced Administrative Assistant to support the Equity Research team. You will partner with Analysts and Portfolio Managers to manage calendars, organize meetings, and coordinate travel while supporting research operations.

Ideal candidates have 5+ years of senior-support experience in finance, strong Microsoft Office and AI tool proficiency, and a proactive, collaborative mindset.

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)
• Fluent with AI tools such as Copilot, Claude, and Gemini, and able to apply them to everyday tasks

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
• Organize meetings end to end, including scheduling, conference-room and AV setup for hybrid meetings, catering requests, and guest registration
• Support Investment Committee, Sector, and Research meetings: handle detailed committee scheduling, track materials and correspondence, prepare and link materials in the Company Portal
• Arrange meetings with company management and sell-side research analysts, and collect research materials in preparation for industry conferences, management visits, and research trips
• Coordinate all domestic and international travel, including visa applications, passport renewals, hotel and car service reservations, and conference registrations; process expense reports
• 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 devices and key apps are up-to-date and functioning reliably, work with IT on travel readiness and adoption of M365 and AI tools
• Support recruiting and onboarding as needed
• Support a variety of research-related projects and ad-hoc requests across the admin team
• Perform other routine administrative tasks such as expenses, service requests, labels, copying, scanning
• Plan team and holiday events as needed

Skills

AI tools

Microsoft Office

SharePoint

Education

Bachelor's degree (BA/BS)

Tools

M365

Adobe Acrobat

Job description

Dodge & Cox, based in San Francisco, seeks an experienced Administrative Assistant to support the Equity Research team. You will partner with Analysts and Portfolio Managers to manage calendars, organize meetings, and coordinate travel while supporting research operations.

Ideal candidates have 5+ years of senior-support experience in finance, strong Microsoft Office and AI tool proficiency, and a proactive, collaborative mindset.