Portfolio Strategy Investment Associate - QUADS

Dodge & Cox; San Francisco (CA); Hybrid; USD 155,000 - 180,000; Full time

Benefits offered by this job

Commuter

Health & wellness

Backup care

Matching gift

Employee assistance

Life and disability insurance

Job summary

Dodge & Cox seeks a junior team member for its Quantitative Analysis and Data Science (QUADS) team in San Francisco. This investment-side role supports quantitative research in the Fixed Income department and offers exposure to investment professionals and senior management.

The position is a two-to-four-year pathway toward further education or a career in investment management. The Investment Associate will work closely with senior members to develop analytics, improve asset allocation models,

Qualifications

• Strong undergraduate preparation or 1–3 years of postgraduate experience in industry or further education.
• Excellent academic record with courses in economics, probability, statistics, multivariable calculus, and linear algebra.
• Significant programming experience (e.g., Python, R, MATLAB, SQL).
• Experience with AI tools (Claude Code, Codex), Tableau, Git, and cloud computing (Snowflake, Azure, AWS) are a plus.
• Advanced MS Excel skills; Bloomberg familiarity is preferred.

Responsibilities

• Answer data-driven research questions posed by investment committees.
• Run analytics to support investment decision-making and risk management (risk models, portfolio simulations).
• Build and improve asset allocation models.
• Develop and maintain code to power dashboards and visualizations.
• Assist with custom analysis for large datasets or detailed quantitative work.
• Help manage a growing Python- and Azure-powered ecosystem for quantitative work.
• Explore applications for ML and AI within the firm.

Skills

Python

R

MATLAB

SQL

AI tools

Education

Strong undergraduate preparation

Tools

Tableau

Git

Snowflake

Azure

AWS

Bloomberg

Job description

Role Overview

Dodge & Cox is looking to hire a junior team member for its Quantitative Analysis and Data Science (QUADS) team. This is an investment-side role in which the investment associate will work directly with senior members of our team to assist with quantitative research in our Fixed Income department. This position would be a good fit for those pursuing a longer-term career in financial data science and/or fixed income investing. The work will be leveraged across the Fixed Income department and will provide the Investment Associate with exposure to investment professionals and senior management across the firm. This is a two-to-four-year position after which most individuals pursue higher education or careers in investment management.

Dodge & Cox is looking to hire a junior team member for its Quantitative Analysis and Data Science (QUADS) team. This is an investment-side role in which the investment associate will work directly with senior members of our team to assist with quantitative research in our Fixed Income department. This position would be a good fit for those pursuing a longer-term career in financial data science and/or fixed income investing. The work will be leveraged across the Fixed Income department and will provide the Investment Associate with exposure to investment professionals and senior management across the firm. This is a two-to-four-year position after which most individuals pursue higher education or careers in investment management.

Key Responsibilities

• Answering data-driven research questions posed by our investment committees


• Running analytics to support investment decision-making and risk management (risk models, portfolio simulations)


• Building and improving asset allocation models


• Developing and maintaining code to power dashboards and visualizations


• Assisting with custom analysis when large datasets or detailed quantitative work is required


• Assisting with managing a growing Python- and Azure-powered ecosystem for quantitative work


• Helping the firm explore applications for machine learning (ML) and artificial intelligence (AI)

Ideal Candidate Profile

• High levels of academic and professional achievement, in addition to leadership ability and interpersonal skills


• Demonstrated interest in economics and financial markets


• A conscientious approach toward data analysis to ensure that results are always produced to the highest standards


• Comfortable working with ambiguity and evolving requirements


• Detail-oriented and precise


• Collaborative and coachable


• Curious about emerging tools and methods

Qualifications

• Strong undergraduate preparation, or at least 1-3 years of postgraduate experience (in industry or further education)


• An excellent academic record with courses in economics, probability, statistics, multivariable calculus, and linear algebra


• Significant programming experience (e.g., Python, R, MATLAB, SQL)


• Experience with AI tools (Claude Code, Codex), business intelligence software such as Tableau, version control (git), and cloud computing (Snowflake, Azure, AWS, etc.) are a plus


• Advanced knowledge of MS Excel; familiarity with Bloomberg preferred

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 $155k - $180k.

• 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


• 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.