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Portfolio Insights & Client Reporting Analyst

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Dodge & Cox
Full Time position
Listed on 2026-02-04
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services
Salary/Wage Range or Industry Benchmark: 120000 - 150000 USD Yearly USD 120000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading investment firm in San Francisco seeks a Client Portfolio Analyst responsible for producing high-quality client materials and quarterly reports. Candidates should possess exceptional analytical and communication skills with at least 3 years of relevant experience in asset or wealth management. The role demands a proactive approach, attention to detail, and the ability to manage multiple deadlines. Compensation ranges from $120k to $150k, along with comprehensive benefits including healthcare and retirement plans.
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