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:
This is a two to four year position, after which most individuals pursue graduate degrees or transition to other investment roles.
Qualifications
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.
The listed pay scale denotes only the pay range of the base salary and does not include discretionary bonus compensation, which may make up an important portion of the total remuneration.
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.
Dodge & Cox also provides additional benefits such as commuter, health & wellness, backup care, matching gift, employee assistance, and life and disability insurance.
The listed pay scale reflects the base salary Dodge & Cox reasonably expects to pay for this position and is not a reflection of the highest and lowest base salary of any current Dodge & Cox employee.
Actual base salary will be based on factors such as the candidates prior relevant experience (including within and external to Dodge & Cox, as applicable), education, skills, and knowledge.
The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.
It is the Company's policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws.
This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination.
By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy.
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.