Analyst, Client Reporting & Portfolio Analytics

Analyst, Client Reporting & Portfolio Analytics

Westport, CT or New York City

Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.

Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work — using cutting-edge technology to validate and execute on timeless and universal investment principles.

Founded in 1975, we are a community of independent thinkers who share a commitment to excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.

About the Client Service Department

Bridgewater believes that the key to our success lies in creating meaningful, long-lasting relationships with our clients. To this end, Client Service works closely with our clients to help them not only broaden their understanding of the company's investment process and products but also to deepen their understanding of the financial markets more generally.

By providing exceptional transparency and reporting on portfolios, Bridgewater's market outlook and performance, risk management analysis, and advisory research, Client Service helps clients solve their most pressing investment problems and plan their investment strategies.

About Your Role

Analysts in Client Reporting & Portfolio Analytics play a vital role in servicing Bridgewater's overall client service strategy. From their unique position at the heart of Bridgewater's client-focused reporting and analytics work, these individuals have an aerial view into our ever-evolving perspectives on world markets, high-impact company-wide projects, and our investment philosophy and processes.

Bridgewater's market-driven approach to client service requires our Analysts to continually expand their understanding and knowledge of the markets. Through formal training and informal on-the-job instruction, Analysts become well-versed in our investment approach and process, our different strategies, our book of business, and our production systems.

Position Requirements

The Client Reporting & Portfolio Analytics Analyst role is a great opportunity to learn the Bridgewater business, as the team partners with various groups across the firm. While the position does not require deep experience in asset management, preferred candidates will have prior experience within a related and similarly fast-paced professional services environment. We are looking for intellectually curious, energetic individuals who can learn quickly and are aggressive problem-solvers. Candidates should meet the following criteria.

• Bachelors or Masters degree with a strong academic and extracurricular track record
• Interest for and understanding of markets and investing
• Ability to solve complex problems through analysis
• Aptitude for creative quantitative work involving financial and economic data
• At least 1 year of professional experience

In addition, to succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence.

The anticipated onsite requirement for this role is four days per week at either our New York City or Westport, Connecticut campus.

Why Choose Bridgewater?

It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development.

You will grow with us by:

• Participating in formal and informal on the job training
• Developing a holistic understanding of portfolios and portfolio management principles
• Becoming well-versed in our investment approach, process, strategies and book of business

The wage range for this role is $140,000 - $180,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 80% - 90% of this wage range.

Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations.

Bridgewater Associates, LP is an Equal Opportunity Employer