Fixed Income Analytics Associate

Dodgeandcox; San Francisco (CA); Hybrid; USD 100,000 - 145,000; Full time

Benefits offered by this job

Commuter benefits

Health & wellness programs

Backup care

Matching gifts

Employee assistance program

Life & disability insurance

Job summary

Dodge & Cox in San Francisco, CA, seeks a Fixed Income Analytics Associate to partner with client and investment teams to deliver portfolio insights and support external reporting and communications materials.

You will develop expertise in the firm’s fixed income strategies, build Tableau dashboards, analyze data, and assist with RFPs, client inquiries, and internal meetings, with a 4/1 hybrid schedule and a base salary of $100k–$145k plus discretionary bonus.

Qualifications

• Four-year college degree with an excellent academic record.
• Minimum of 2 years of industry experience.
• Baseline knowledge of Fixed Income concepts and interest to expand knowledge.
• Strong leadership, analytical, and problem-solving skills with quick learning.
• Excellent written and verbal communication skills.
• Outstanding organizational and time management skills, with attention to detail.
• Ability to work in a team and independently; manage multiple tasks.
• Proficiency in Excel and PowerPoint, with CRM and Bloomberg as a plus.
• Knowledge of Tableau, Python, and SQL; CFA designation pursued.

Responsibilities

• Analyze portfolio and market data to craft insights for external client materials.
• Assist on custom client/consultant requests and projects with investment teams.
• Serve as a Fixed Income liaison to RFPs, due diligence questionnaires, and other materials.
• Provide support for internal meetings and projects (attribution, positioning, risk data).
• Assist with thought leadership and content creation with Communications.
• Lead or contribute to data and analytics projects to improve client service.
• Create dashboards via Tableau to deliver client and investment insights.
• Contribute to data and reporting automation initiatives with internal teams.
• Conduct peer and industry trend analysis; support client relationships.
• Own account-specific reporting and presentation materials.
• Participate in client meetings to capture objectives and messaging about the mandate.

Skills

Excel

PowerPoint

Tableau

Python

SQL

Education

Bachelor's degree

CFA designation

Tools

CRM

Bloomberg

Job description

Fixed Income Analytics Associate

Dodge & Cox is seeking to hire a Fixed Income Analytics Associate. As a member of the Fixed Income Portfolio Analytics Team ("FIPAT"), the Fixed Income Analytics Associate will partner with our client and investment teams to deliver portfolio strategy insights and ensure we meet existing and prospective client/consultant needs thoughtfully, accurately, and in a timely manner. The successful candidate will be expected to become knowledgeable about each of the firm’s fixed income investment strategies and vehicles, as well as data and systems, with unqualified expertise in the firm’s external reporting and communications materials, policies, and practices. The candidate will occasionally be expected to manage tight deadlines, a high workload, and extended hours around the quarter-end reporting period in particular.

Primary Responsibilities

• Investment strategy reporting / insights: Analyze portfolio and market data to craft insights for use in external client materials (including market, investment strategy, and performance attribution commentary)
• Assist on custom investment-related client/consultant requests and projects, coordinating with investment team members as appropriate
• Serve as a Fixed Income team liaison to the RFP/reporting team on complex RFPs, due diligence questionnaires, and other quantitative and qualitative materials
• Provide support to portfolio management team for internal meetings and projects (e.g., portfolio attribution, positioning, risk data)
• Assist with thought leadership and content creation, in collaboration with the Communications team
• Lead or contribute to a variety of data & analytical projects to enhance our client service effort: Create and maintain code/macros to streamline production of client exhibits and other reporting content
• Create dashboards via Tableau to deliver insights used by client and investment teams
• Contribute to data and reporting automation initiatives, partnering with internal teams
• Conduct peer and industry trend analysis
• Support certain client relationships in partnership with Client Portfolio Managers
• Assume ownership of account-specific reporting and presentation materials
• Participate in meetings/calls with clients to gain insights about client objectives and to deliver messaging about the firm and their investment mandate(s)

Qualifications

• Dodge & Cox targets candidates with high levels of academic and professional achievement and leadership ability.
• Four-year college degree with an excellent academic record
• Minimum of 2 years of industry experience and demonstrated interest in the investment industry
• Baseline knowledge of Fixed Income investment concepts and interest to expand knowledge base
• Strong leadership, analytical, and problem-solving skills with demonstrated ability to quickly learn and apply new concepts and technologies
• Excellent written and verbal communication skills
• Outstanding organizational and time management skills, with strong attention to detail
• Ability to work effectively and contribute in a team environment, as well as independently
• Ability to manage multiple tasks, prioritize activities, and take initiative within area of responsibility
• Proficiency in Excel and PowerPoint, with CRM and Bloomberg as a plus
• Demonstrated proficiency with enterprise AI tools, or a strong willingness to creatively apply AI to drive productivity and efficiency
• Knowledge of and interest in using Tableau, Python, and SQL
• CFA designation or established interest in obtaining the CFA designation.

Requirements

Dodge & Cox has a 4/1 hybrid work model, and all Dodge & Cox employees are required to be in their assigned office as noted in the job posting Monday - Thursday each week, with the option to work remotely on Friday.

The salary range for this position is $100k - $145k. 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.

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.

About Us

Founded in 1930 in San Francisco, Dodge & Cox is one of the world’s largest independently owned investment firms with over $475 billion in assets under management and 376 employees (as of January 31, 2026). We manage money for individuals and institutions globally with a single investment philosophy applied across a focused set of offerings. Undistracted by short-term product trends or asset gathering, we concentrate on serving our clients by adhering to our time-tested investment approach. We build investment portfolios using deep fundamental research, a strict price discipline, a long-term investment horizon, and team decision-making. Our engaging, collaborative environment pushes us to accomplish our best. That’s why many of us devote our careers to Dodge & Cox, ensuring stability and compounding our intellectual capital across generations. This institutional memory—combined with our collaborative culture and focused business model—makes us uniquely suited for long-term investing and enables us to continuously seek lasting value for our clients in a rapidly changing world.