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Associate, Portfolio Strategy

Dodge & Cox

San Francisco, CA, USA
2 months ago
Salary
$155k - $180k
Experience
1-3 years
Type
Full-Time
Strategy
Other
Team
Investing
Firm AUM
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Dodge & Cox is looking for a Portfolio Strategy Investment Associate to join their team in San Francisco. In this role, you’ll work closely with the Global Equity Investment Committee to support investment strategies and performance analysis. This position is ideal for someone with a strong academic background and a passion for financial markets. You’ll have the opportunity to collaborate with experienced professionals and contribute to meaningful projects.

What You’ll Do

  • Monitor and analyze portfolio and market performance.
  • Research and prepare portfolio analytics and market data.
  • Create and maintain databases for portfolio and market information.
  • Build financial and macroeconomic models to support portfolio construction.
  • Assist in crafting presentation materials for meetings.
  • Support portfolio managers with investment research projects.
  • Collaborate with other associates and provide backup when needed.

What You Need

  • 1-3 years of experience in asset management, investment banking, or consulting.
  • Strong academic background in Finance, Accounting, or Statistics.
  • Attention to detail and excellent communication skills.
  • Ability to work well in a team and manage multiple projects.
  • Strong quantitative skills and digital literacy, especially in Excel and PowerPoint.
  • Familiarity with data science programming languages like Python or R is a plus.
  • Curiosity about financial markets and investment management.

What You’ll Love

  • Competitive salary and potential for bonuses.
  • Comprehensive healthcare coverage for you and your family.
  • Generous retirement plan contributions.
  • Support for your professional development and education.
  • Collaborative and team-oriented work environment.
  • Access to wellness programs and other employee benefits.

About the Firm

  • Dodge & Cox is a well-respected investment management firm.
  • They focus on long-term value investing strategies.
  • The firm has a strong commitment to employee development.
  • They offer a supportive and inclusive workplace culture.
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