Fixed Income Client Portfolio Analyst
Dodge(27 days ago)
About this role
A Client Portfolio Analyst partners with Client Service and Investment teams to produce high-quality client materials and quarterly reporting for assigned fixed-income strategies. The role supports ad hoc client deliverables, maintains exhibit libraries and data integrity, and ensures materials align with the investment outlook and firm brand while meeting tight production deadlines.
Required Skills
- Excel
- PowerPoint
- Performance Analysis
- Attribution Analysis
- Data Integrity
- Quality Control
- Communication
- Portfolio Analysis
- FactSet
- Bloomberg
+2 more
Qualifications
- Bachelor's Degree
- CFA Charterholder or In Progress
About Dodge
dodgeandcox.comDodge & Cox manages money for individuals and institutions using a single value-oriented investment philosophy across a focused set of strategies. Learn more
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