Client Reporting & Portfolio Analytics Analyst

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 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.  

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.  

Explore more information about Bridgewater’s culture on our website here.  

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. 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.  

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. 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