Legal Specialist

Dodge & Cox • San Francisco, CA

3d

About The Position

The Legal Specialist will be part of a 10-person legal department, which includes 5 attorneys. The Legal Specialsit 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 Dodge & Cox Worldwide Funds (Irish UCITS), including working with Senior Counsel, outside (Irish) counsel and senior management to produce board materials and prepare for board meetings for the Dodge & Cox Worldwide Funds. Assisting the General Counsel and internal staff in the production of board materials and preparing for Dodge & Cox Funds board meetings. Assist in preparing investment management agreements, confidentiality agreements and other contracts. 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. 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. 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.

Requirements

• 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, Excel, SharePoint and relevant regulatory and industry websites
• Strong data‑analysis skills, with demonstrated proficiency in Excel and comfort working with spreadsheets.

Nice To Haves

• experience working responsibly with generative AI tools is desirable.

Responsibilities

• Providing support for the Dodge & Cox Worldwide Funds (Irish UCITS), including working with Senior Counsel, outside (Irish) counsel and senior management to produce board materials and prepare for board meetings for the Dodge & Cox Worldwide Funds.
• Assisting the General Counsel and internal staff in the production of board materials and preparing for Dodge & Cox Funds board meetings.
• Assist in preparing investment management agreements, confidentiality agreements and other contracts.
• 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.
• 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.
• 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 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees