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About the Role

The Investment Associate will play an important role in Dodge & Cox's fixed income investment process, focusing on credit investing with opportunities to collaborate across the firm. This role involves developing credit investing skills, working with senior investment professionals, and meeting with management teams of major global companies. Training is primarily on-the-job, supplemented by formal sessions. The Associate will also gain exposure to firm-wide investment ideas through ongoing research and portfolio management meetings. This is a two-to-four-year position, after which candidates typically pursue other opportunities or business school.

Responsibilities

Analyze domestic and international corporate and government borrowers, and assist in the preparation of research reports, including data collection, fundamental due diligence, financial analysis, and assessment of valuation and potential returns.
Use data to construct and maintain portfolio analysis tools.
Update and maintain research reports on existing portfolio investments.
Prepare client presentation exhibits and reports.

Requirements

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.
Coursework in economics, statistics, accounting, and finance is a plus.
Strong quantitative and analytical skills, including experience with financial modeling.
Proficiency with MS Excel and PowerPoint.
Coursework or demonstrated experience in corporate finance or valuation is a plus.
Familiarity with AI tools (e.g., Claude, Copilot) and willingness to apply them to research workflows.
All employees are required to be in their assigned office Monday - Thursday each week, with the option to work remotely on Friday.

Skills

Credit investing
Financial analysis
Data collection
Fundamental due diligence
Valuation
Portfolio analysis
Client presentations
Financial modeling
MS Excel
MS PowerPoint
AI tools (e.g., Claude, Copilot)
Verbal communication
Written communication
Collaboration
Project management

Location

Office location not specified, remote on Fridays

Work Type

Hybrid

Experience Level

1-2 years

Education Level

B.A. or B.S. degree

Salary/Compensations

$155k - $180k

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

About the Company

Dodge & Cox is an investment management firm.
All employees must adhere to the Firm’s security policies and Code of Ethics.
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.
This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Equal Opportunity

Dodge & Cox 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.
This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination.
We will consider for employment qualified applicants with arrest and conviction records.