Portfolio Associate

Overview 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. 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 other Associates and providing backup when needed; Representing portfolio management in collaborations with colleagues from across the firm. Qualifications 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; Familiarity with Tableau is a plus; Experience with a data science programming language (Python, R, MatLab, etc.); Demonstrated curiosity about financial markets, investment management and value investing. Compensation & Benefits The salary range for this position is $155k - $180k. The listed pay scale denotes only the pay range of the base salary and does not include discretionary bonus compensation, which may make up an important portion of the total remuneration. Dodge & Cox encourages applicants to consider the value of the many competitive benefits it offers, including coverage of 100% of all healthcare premiums for employees and their families and fully funding a retirement plan at 25% of the total compensation to the IRS limit. Additional benefits include commuter, health & wellness, backup care, matching gift, employee assistance, and life and disability insurance. Equal Opportunity & Safety Statement The Company’s policy is 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. 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. Recruitment Scam Notice: We have noticed an increase in fraudulent individuals posing as representatives of Dodge & Cox. We will never ask for payment or request banking information at any stage of our recruitment process. All official communications will come from a verified Dodge & Cox email address (@dodgeandcox.com). If you receive any suspicious or fraudulent communication, please report it immediately by contacting View email address on click.appcast.io. #J-18808-Ljbffr