Dodgeandcox · San FranciscoPrepare for this interview
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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.
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