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2026 Investment Associate

$155k - $180k

Cox Worldwide Funds plc

Role Overview The Investment Associate will work directly alongside an Industry Analyst in an industry-focused team responsible for evaluating investments in companies globally. Responsibilities Researching, analyzing, and performing due diligence on potential investments. Monitoring portfolio investments, competitors, and industry developments. Building and maintaining financial and valuation models. Engaging with company management teams, industry experts, and sell‑side analysts. Creating investment‑related presentation materials. Qualifications One to two years of related work experience or an undergraduate experience that demonstrates exceptional potential. B.A. or B.S. degree and an excellent academic record. Basic accounting knowledge; coursework in economics and statistics is a plus. Demonstrated interest in financial markets and value investing. Strong quantitative and analytical skills, including experience with financial modeling. Initiative and the ability to manage multiple projects simultaneously. Excellent communication skills and desire to work in a team‑oriented environment. Requirements 4/1 hybrid work model: Monday–Thursday in the San Francisco office; Friday remote optional. Salary range: $155,000 – $180,000 (base salary), excluding discretionary bonus. Full‑time employment with Dodge & Cox’s standard benefits package. Benefits 100% coverage of all healthcare premiums for employees and families. Fully funded retirement plan with employer contribution up to 25% of total compensation to the IRS limit. Commuter benefits, health & wellness programs, backup care, matching gift, employee assistance, life and disability insurance, and other benefits. Equal Opportunity Employment The Company provides 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. All Dodge & Cox employees must adhere to the Firm’s security policies and Code of Ethics. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy. #J-18808-Ljbffr

Vacancy posted 6 hours ago
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