Dodge & Cox · 1 day ago
2026 Portfolio Strategy Investment Associate
San Francisco, CA
Full-time
Onsite
Entry Level
$155K/yr - $180K/yr
1+ years expDodge & Cox is an investment management firm, and they are seeking a Portfolio Strategy Investment Associate to support their global equity investment strategy. The role involves monitoring portfolio performance, conducting market analytics, and collaborating with senior analysts to enhance portfolio strategies.
BankingConsultingFinanceFinancial Services
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
Qualification
Required
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
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
Health & wellness
Backup care
Matching gift
Employee assistance
Life and disability insurance
Company
Dodge & Cox
Dodge & Cox American is Fund management company,provides professional investment management services to individuals, retirement funds, and.
201-500 employees
H1B Sponsorship
Dodge & Cox has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (14)
2023 (7)
2022 (1)
2021 (2)
2020 (8)
Funding
Current Stage
Growth StageLeadership Team
Tina De Carolis
Executive Assistant to CTO
Recent News
2025-09-15
The Telegraph
2025-03-01
MarketScreener
2025-02-10
Company data provided by crunchbase