Analyst, Client Reporting & Portfolio Analytics
About The Position
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.
Requirements
- 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.
Nice To Haves
- 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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees
