Role Overview

The Investment Associate will work directly alongside an Industry Analyst in an industry-focused team responsible for evaluating investments in companies globally.

Key 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

Ideal Candidate Profile

• Demonstrated interest in financial markets and value investing

• Initiative and ability to manage multiple projects simultaneously

• Excellent communication skills and desire to work in a team-oriented environment

• Intellectually curious with a genuine appetite for understanding businesses and industries in depth

• Comfortable engaging with senior company executives, industry experts, and sell-side analysts

• Detail-oriented and conscientious, producing analysis of exceptional quality

• Coachable and eager to learn, able to absorb feedback and build independent judgment over time

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

• 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

Requirements:

• Dodge & Cox has a 4/1 hybrid work model, and all Dodge & Cox employees are required to be in their assigned office as noted in the job posting Monday - Thursday each week, with the option to work remotely on Friday.

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.  Dodge & Cox also provides additional benefits such as commuter, health & wellness, backup care, matching gift, employee assistance, and life and disability insurance. The listed pay scale reflects the base salary Dodge & Cox reasonably expects to pay for this position and is not a reflection of the highest and lowest base salary of any current Dodge & Cox employee.  Actual base salary will be based on factors such as the candidate's prior relevant experience (including within and external to Dodge & Cox, as applicable), education, skills, and knowledge.