International Portfolio Management Associate

Dodge & Cox • San Francisco, CA

4d • Hybrid

About The Position

The International Portfolio Management Associate will work with the Director of the Dodge & Cox International Stock Fund to support portfolio construction, conduct investment research, and manage client communications for the International Stock Fund. This is a two-to-four-year position after which most individuals pursue a career in investing.

Requirements

• 1-2 years of experience at an investment management firm, hedge fund, investment bank, or management consulting firm.
• Excellent academic record with coursework in Finance, Economics, Accounting, and Statistics.
• Demonstrated experience and interest in value investing, financial markets, and investment management.
• Strong attention to detail and ability to summarize information and craft compelling cases.
• Initiative and ability to manage multiple projects simultaneously.
• Strong quantitative, analytical, and computer skills, including Excel, PowerPoint, Bloomberg, and FactSet.
• Excellent communication skills and a desire to work in a team-oriented environment.

Nice To Haves

• Data science coursework is a plus.
• Familiarity with Python and/or Tableau is a plus.

Responsibilities

• Support the Director of International Research on investment research and client projects.
• Monitor portfolio investments, competitors, and industry developments.
• Attend weekly portfolio management meetings and write meeting minutes.
• Create research summaries on individual companies and/or broader topics to enhance decision-making.
• Research, analyze, and perform due diligence on potential investments.
• Build and maintain financial and valuation models.
• Create research summaries and investment-related presentation materials.
• Perform fundamental and quantitative analyses to compare companies in the portfolio.
• Conduct portfolio attribution analysis to explain performance.
• Utilize databases and applications to examine portfolio holdings and screen for new ideas.
• Assist in creating and updating communication materials, especially during quarter-end.

Benefits

• 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 benefits
• Health & wellness benefits
• Backup care
• Matching gift program
• Employee assistance program
• Life insurance
• Disability insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level