Global Equity Portfolio Strategy 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

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.