2026 Portfolio Strategy Investment Associate
Dodge & Cox, San Francisco, California, United States, 94199
Portfolio Strategy Investment Associate
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. Qualifications 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 Salary Range for This Position is $155k - $180k
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 candidate's prior relevant experience (including within and external to Dodge & Cox, as applicable), education, skills, and knowledge.
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. Qualifications 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 Salary Range for This Position is $155k - $180k
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 candidate's prior relevant experience (including within and external to Dodge & Cox, as applicable), education, skills, and knowledge.