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About the Role

As a member of the Fixed Income Portfolio Analytics Team, the Fixed Income Analytics Associate will partner with client and investment teams to deliver portfolio strategy insights and ensure client needs are met thoughtfully, accurately, and in a timely manner. The successful candidate will gain expertise in the firm’s fixed income strategies, data, systems, and external reporting materials. This role may require managing tight deadlines, a high workload, and extended hours around quarter-end reporting.

Responsibilities

Analyze portfolio and market data to craft insights for external client materials, including market, investment strategy, and performance attribution commentary.
Assist with custom investment-related client/consultant requests and projects, coordinating with investment team members.
Serve as a Fixed Income team liaison to the RFP/reporting team for complex RFPs, due diligence questionnaires, and quantitative/qualitative materials.
Provide support to the portfolio management team for internal meetings and projects, such as portfolio attribution, positioning, and risk data.
Assist with thought leadership and content creation in collaboration with the Communications team.
Create and maintain code/macros to streamline the production of client exhibits and other reporting content.
Create dashboards via Tableau to deliver insights for client and investment teams.
Contribute to data and reporting automation initiatives, partnering with internal teams.
Conduct peer and industry trend analysis.
Support certain client relationships in partnership with Client Portfolio Managers.
Assume ownership of account-specific reporting and presentation materials.
Participate in meetings/calls with clients to understand objectives and deliver messaging about the firm and their investment mandates.

Requirements

Four-year college degree with an excellent academic record.
Minimum of 2 years of industry experience and demonstrated interest in the investment industry.
Baseline knowledge of Fixed Income investment concepts and interest to expand knowledge base.
Strong leadership, analytical, and problem-solving skills with demonstrated ability to quickly learn and apply new concepts and technologies.
Excellent written and verbal communication skills.
Outstanding organizational and time management skills, with strong attention to detail.
Ability to work effectively and contribute in a team environment, as well as independently.
Ability to manage multiple tasks, prioritize activities, and take initiative within area of responsibility.
Proficiency in Excel and PowerPoint.
Demonstrated proficiency with enterprise AI tools, or a strong willingness to creatively apply AI to drive productivity and efficiency.
Knowledge of and interest in using Tableau, Python, and SQL.
CFA designation or established interest in obtaining the CFA designation.
All employees are required to be in their assigned office Monday - Thursday each week, with the option to work remotely on Friday.

Skills

Excel
PowerPoint
CRM (plus)
Bloomberg (plus)
Tableau
Python
SQL
Enterprise AI tools

Location

Hybrid

Work Type

Hybrid
Full-time

Experience Level

Minimum of 2 years of industry experience

Education Level

Four-year college degree

Salary/Compensations

$100k - $145k

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 benefits
Matching gift program
Employee assistance program
Life insurance
Disability insurance

About the Company

Dodge & Cox is seeking to hire a Fixed Income Analytics Associate.
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.

Equal Opportunity

It is the Company’s policy 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.