2026 Portfolio Strategy Investment Associate

Dodge & Cox • San Francisco, CA

1d • Onsite

About The Position

The Portfolio Strategy Investment Associate plays a meaningful role in Dodge & Cox’s investment process. This Associate will work closely with members of the Global Equity Investment Committee (GEIC) to support the implementation of our global equity investment strategy and other critical business processes, including performance analysis and client communications. The Associate will also work directly alongside a senior analyst responsible for asset allocation and portfolio strategy across equity and fixed income portfolios. This is a two to four year position, after which most individuals pursue graduate degrees or transition to other investment roles.

Requirements

• 1-3 years' experience at an asset management, investment bank or management consulting firm
• An excellent academic record with coursework in Finance, Accounting, and Statistics
• Demonstrated strong attention to detail
• Excellent written and verbal communication skills
• Desire and ability to work in a team-oriented environment
• Strong organizational and time-management skills
• Initiative and ability to run multiple projects simultaneously
• Strong quantitative skills, including data analysis, statistics, and visualization
• Strong digital literacy, including Excel, PowerPoint, Bloomberg, and FactSet.
• Experience with a data science programming language (Python, R, MatLab, etc.)
• Demonstrated curiosity about financial markets, investment management and value investing

Nice To Haves

• Familiarity with Tableau is a plus

Responsibilities

• Monitoring and analyzing portfolio and market performance and attribution
• Researching, interpreting, and preparing portfolio and market analytics, which includes measuring asset class risk and return opportunities, running quantitative screens and conducting comparable company analysis
• Monitoring investment characteristics and portfolio exposures
• Creating and maintaining databases on portfolio and market data
• Building and maintaining quantitative, financial and macroeconomic models and other tools to aid in portfolio construction
• Crafting and updating presentation materials for internal and client meetings
• Assisting in the creation of internal talking points collateral and external communication materials
• Supporting portfolio managers on a variety of investment research and client-related projects
• Collaborating with the other Associates and providing back up when needed
• Representing portfolio management in collaborations with colleagues from across the firm

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: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees