Portfolio Strategy Research Associate - QUADS

Dodge & Cox

$155K — $180K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Strong undergraduate preparation or 1-3 years of postgraduate experience
  • Excellent academic record in economics, statistics, and calculus
  • Significant programming experience in Python, R, MATLAB, or SQL
  • Familiarity with AI tools and business intelligence software
  • Advanced knowledge of MS Excel, with Bloomberg familiarity preferred

Responsibilities

  • Answer data-driven research questions from investment committees
  • Run analytics for investment decision-making and risk management
  • Build and improve asset allocation models
  • Develop and maintain code for dashboards and visualizations
  • Assist with custom analysis on large datasets
  • Manage a Python- and Azure-powered ecosystem
  • Explore applications of machine learning and AI

Benefits

  • 100% coverage of healthcare premiums for employees and families
  • Fully funded retirement plan up to 25% of total compensation
  • Commuter and health & wellness benefits
  • Backup care services
  • Matching gifts program
  • Employee assistance, life, and disability insurance
Full Job Description
Role Overview

Dodge & Cox is looking to hire a junior team member for its Quantitative Analysis and Data Science (QUADS) team. This is an investment-side role in which the research associate will work directly with senior members of our team to assist with quantitative research in our Fixed Income department. This position would be a good fit for those pursuing a longer-term career in financial data science and/or fixed income investing. The work will be leveraged across the Fixed Income department and will provide the Research Associate with exposure to investment professionals and senior management across the firm. This is a two-to-four-year position after which most individuals pursue higher education or careers in investment management.

Key Responsibilities
  • Answering data-driven research questions posed by our investment committees
  • Running analytics to support investment decision-making and risk management (risk models, portfolio simulations)
  • Building and improving asset allocation models
  • Developing and maintaining code to power dashboards and visualizations
  • Assisting with custom analysis when large datasets or detailed quantitative work is required
  • Assisting with managing a growing Python- and Azure-powered ecosystem for quantitative work
  • Helping the firm explore applications for machine learning (ML) and artificial intelligence (AI)


Ideal Candidate Profile
  • High levels of academic and professional achievement, in addition to leadership ability and interpersonal skills
  • Demonstrated interest in economics and financial markets
  • A conscientious approach toward data analysis to ensure that results are always produced to the highest standards
  • Comfortable working with ambiguity and evolving requirements
  • Detail-oriented and precise
  • Collaborative and coachable
  • Curious about emerging tools and methods


Qualifications
  • Strong undergraduate preparation, or at least 1-3 years of postgraduate experience (in industry or further education)
  • An excellent academic record with courses in economics, probability, statistics, multivariable calculus, and linear algebra
  • Significant programming experience (e.g., Python, R, MATLAB, SQL)
  • Experience with AI tools (Claude Code, Codex), business intelligence software such as Tableau, version control (git), and cloud computing (Snowflake, Azure, AWS, etc.) are a plus
  • Advanced knowledge of MS Excel; familiarity with Bloomberg preferred


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 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. 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.

The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.

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