Client Reporting & Portfolio Analytics AnalystNew York City - Bridgewater Associates : Job Details

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.

Our culture is tied to our mission, which is to understand how the world's markets and economies work, and to translate that into world-class investment performance. This requires an extraordinary team, defined by the best individuals and the best portfolio of people, operating in an idea meritocracy. In this, we are uncompromising on our shared values of excellence, truth, integrity, humility, and courage. Our aspiration of a vibrant idea meritocracy requires diversity of thought this comes from diversity of background, identity, experience, and so much more. We pursue inclusion because it's how we unlock the power of that diversity and make sure the best ideas get heard. To sustain this way of being through lots of years and lots of circumstances, we invest in meaningful work and meaningful relationships the purpose and joy that comes from tackling something challenging and worthy, alongside people who make us better versions of ourselves.

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. Over and above traditional client service organizations that focus on selling products, Bridgewater's Client Service group operates as an advisor to clients on their entire portfolio, not just the portion under management at Bridgewater.

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. The group frequently meets with clients to discuss portfolio performance, give updates on recent research, provide guidance and training on Bridgewater's pioneering work in such areas as risk budgeting, alpha and beta separation, portable alpha, optimal beta, currency overlay, and global inflation-indexed bond investing; and assist in developing strategies that best meet client needs.

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. Analysts work with Client Advisors and Bridgewater's best & brightest investment minds to collaborate on how to handle different client-focused reporting projects. Analysts project manage, perform analyses, and generate insights to help shape clients' investment thinking or provide transparency into our performance and positions to meet clients' reporting needs.

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.

Successful Analysts will:

• Develop a holistic understanding of portfolios and portfolio management principles
• Understand the depth and breadth of Bridgewater's market knowledge as well as its pioneering work in institutional asset management and alpha and beta separation
• Contribute to Bridgewater's world-class client service strategy through creative thinking about how to generate insights and convey key messages to our clients about our investment philosophy, strategies, performance and outlook in the markets.

You will drive the following responsibilities:

• Understand Bridgewater's book of business, related commercial strategy and our investment thinking
• Strategize with Client Advisors, other Research teams and investment professionals (at times including CIOs and other Sr. Researchers) and help develop best approach to handle client requests, enable high quality client engagements
• Apply analytical skills, market knowledge, and an understanding of Bridgewater's investment methodology to create insights to help shape clients' investment thinking or deliver client-ready portfolio position and performance reports to allow our Client Advisors, Investment Strategists and Chief Investment Officers to tell the Bridgewater investment story in a rich and accurate way
• Work creatively with existing methodologies and tools to identify and solve problems in how we serve clients by simultaneously contributing to the creation of new tools, models, and or machines to automate and streamline our processes

Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here.

The Client Reporting & Portfolio Analytics Analyst role is a great opportunity to transition into Bridgewater. 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.

Minimum Qualifications

• 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 our New York City campus.

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. We strive to provide you with opportunities that will challenge you and unlock your potential.

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 $130,000 - $175,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 80% - 90% of this wage range.

Currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits here.

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. This job description is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this job description, including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer.