2026 Portfolio Strategy Investment Associate

Imea; San Francisco (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Healthcare coverage for employees and

Retirement plan funded at 25% of total

Commuter benefits

Health & wellness programs

Backup care

Matching gifts

Employee assistance

Life and disability insurance

Job summary

Dodge & Cox is seeking an Investment Associate to support the Global Equity Investment Committee in implementing our global equity strategy and related processes. The role includes performance analysis, client communications, and collaboration with a senior analyst on asset allocation across equity and fixed income portfolios.

The position is designed as a 2–4 year track, after which many pursue graduate study or transition to other investment roles.

Qualifications

• Strong academic record in Finance, Economics, or related field.
• 1–3 years’ experience in asset management, investment banking, or consulting.
• Excellent written and verbal communication skills.
• Strong attention to detail and time management.
• Ability to work in a team-oriented environment.
• Proactive with multiple projects and strong quantitative skills.

Responsibilities

• Monitor and analyze portfolio and market performance and attribution.
• Run quantitative screens and perform comparable company analysis.
• Maintain databases on portfolio and market data.
• Build quantitative models to aid portfolio construction.
• Prepare internal and client materials.

Skills

Data analysis

Statistics

Visualization

Excel

PowerPoint

Bloomberg

FactSet

Tableau

Python

Curiosity about markets

Education

Bachelor's in Finance/Economics/Math

Tools

Bloomberg Terminal

FactSet

Tableau

Python/R/MatLab

Job description

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

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 simultaneouslyStrong 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 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.

• coverage of 100% of all healthcare premiums for employees and their families
• fully funding a retirement plan at 25% of the total compensation to the IRS limit
• commuter
• health & wellness
• backup care
• matching gift
• employee assistance\li>life and disability insurance

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.