Analyst, Client Investment Research – Investor Relations Team

Bridgewater Associates • New York, NY

5d • Onsite

About The Position

Client Investment Research Analysts play a vital role in service of Bridgewater’s overall client service strategy across our front office departments – the Alpha Engine, Total Portfolio Strategies, and Client Service. Analysts act as the primary support to Bridgewater’s Strategists, a small group of senior investors appointed by Bridgewater’s co-CIOs to partner directly with our clients on their most important Research priorities. Day-to-day work includes collaborating with Strategists, Client Advisors, asset class teams, and our CIOs to define approaches on how to handle different client-focused research projects and execute on them through research, analysis, and project management, culminating in novel investment insights that informs out clients’ thinking. From their unique position at the heart of Bridgewater’s client-focused research activity, 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 Client Investment Research Analysts to continually expand their understanding and knowledge of the markets. Through formal training and informal on-the-job instruction, Client Investment Research Analysts become well-versed in our investment approach, process and different strategies, our book of business, and our production systems.
As a Client Investment Research Analyst for the Investor Relations team, you will partner with Client Advisors and Strategists to provide clients with insights and advice to address their questions about Bridgewater’s strategies, performance, and portfolio positions. You will also be exposed to the full breadth of Bridgewater strategies, regularly working with different types of content and project managing across pillars and disciplines.
Successful Client Investment Research 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.

Requirements

• 1-3 years in a Finance, Consulting or otherwise relevant analytical and conceptual role.
• Bachelors or Masters degree, preferably in STEM, Economics or Finance (or related degrees), with a strong academic and extracurricular track record
• Interest for and understanding of markets and economies
• Ability to solve complex problems through data analysis
• Aptitude for creative quantitative work involving financial and economic data
• Experience in writing and synthesizing large amounts of information, preferably with a macroeconomic focus
• 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.

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
• Project manage complex engagements across various senior stakeholders and departments to ensure quality and efficient delivery of work products
• Engage with and contribute to the creation of Bridgewater’s leverageable content suite, using it to effectively respond to client requests
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level