Associate Director, Client Service

Associate Director, Client Service

About Bridgewater

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 for 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.

Explore more information about Bridgewater on our website here.

Our 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.

About the Client Service Department

The goal of Client Service is to build and grow meaningful relationships with the world’s largest, most sophisticated investors and help clients achieve their goals through high quality return streams and tailored insights. To this end, we deeply understand the global pools of capital, develop strategies to effectively develop relationships, and partner with clients on their most difficult investment and portfolio construction problems.  We help our clients broaden their understanding of our investment process, strategies, and performance as well as deepen their understanding of financial markets more generally. 

About the Role

Associate Director’s play a critical role in the core mission of the Client Service department: building and growing meaningful relationships with the world’s largest, most sophisticated pools of capital world and helping clients achieve their goals through high quality returns and tailored insights.  

In partnership with, and with oversight from Directors and Client Advisors, Associate Directors are expected to develop a deep and comprehensive understanding of the client situation and needs, and to build deep and trusting relationships with their client counterparts.  Associate Directors will be expected to leverage that insight to help shape client strategy to deliver against our commercial and relationship goals, and at the same time lead and execute day-to-day management of the client book including providing high quality account management and service, and project managing complex portfolio projects to deliver against strategic client needs.

To succeed in this role, Associate Directors will be expected to develop a rich understanding of Bridgewater, our strategies, and our core portfolio concepts. As an Associate Director, you will undertake rigorous training and testing to understand our approach to investing and our strategies, to help you accurately represent Bridgewater externally and deliver deeper partnership and understanding of client needs. You will also play a key role as the nexus between the client and teams internally and will work closely with a wide range of teams across Bridgewater to deliver client needs.

You will drive the following responsibilities:

• Represent Bridgewater and our investment strategies directly to our clients – particularly as you gain more experience and content depth;
• Serve as an overall conduit of information by having a deep understanding of Bridgewater’s research process, business infrastructure, and strategic initiatives to operate cross departmentally with various stakeholders (Investment research, legal, finance, etc.) to drive projects to completion;
• Maintain accurate synthesis of current and historical client relationships;
• Serve as a point-of-contact for client inquiries, questions, and requests, that support sales and client retention