Dodge & Cox targets candidates with high levels of academic and professional achievement and leadership ability.
1-3 years' experience at an asset management, investment bank or management consulting firm
An excellent academic record with coursework in Finance, Accounting, and Statistics
Demonstrated strong attention to detail
Excellent written and verbal communication skills
Desire and ability to work in a team-oriented environment
Strong organizational and time-management skills
Initiative and ability to run multiple projects simultaneously
Strong quantitative skills, including data analysis, statistics, and visualization
Strong digital literacy, including Excel, PowerPoint, Bloomberg, and FactSet. Familiarity with Tableau is a plus
Experience with a data science programming language (Python, R, MatLab, etc.)
Demonstrated curiosity about financial markets, investment management and value investing
The salary range for this position is $155k - $180k.
All Dodge & Cox employees must adhere to the Firm's security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Benefits
Health insuranceEquity / stock optionsPerformance bonus
Additional Information
The Portfolio Strategy Investment Associate plays a meaningful role in Dodge & Cox's investment process. This Associate will work closely with members of the Global Equity Investment Committee (GEIC) to support the implementation of our global equity investment strategy and other critical business processes, including performance analysis and client communications. The Associate will also work directly alongside a senior analyst responsible for asset allocation and portfolio strategy across equity and fixed income portfolios.
Responsibilities include:
Monitoring and analyzing portfolio and market performance and attribution
Researching, interpreting, and preparing portfolio and market analytics, which includes measuring asset class risk and return opportunities, running quantitative screens and conducting comparable company analysis
Monitoring investment characteristics and portfolio exposures
Creating and maintaining databases on portfolio and market data
Building and maintaining quantitative, financial and macroeconomic models and other tools to aid in portfolio construction
Crafting and updating presentation materials for internal and client meetings
Assisting in the creation of internal talking points collateral and external communication materials
Supporting portfolio managers on a variety of investment research and client-related projects
Collaborating with the other Associates and providing back up when needed
Representing portfolio management in collaborations with colleagues from across the firm
This is a two to four year position, after which most individuals pursue graduate degrees or transition to other investment roles.