Product Structuring and Implementation Specialist
About The Position
As a Product Structuring and Implementation Specialist, you will help us achieve our mission by collaborating with our client, investment, and implementation teams at Bridgewater to execute on client projects related to launching and managing our funds, custom mandates, and products. The role has three broad areas of responsibility: (1) driving cross departmental initiatives related to launching new funds and products, (2) partnering on the creation and evolution of custom portfolios for our largest clients, and (3) serving as an expert for our clients in areas related to portfolio structuring and implementation. This person will collaborate with investment and implementation teams at Bridgewater, as well as clients, to execute projects. Those projects can range from questions about how we manage client portfolios, to building and launching custom investment mandates. In addition, portfolio specialists will partner on strategic initiatives that cut across our book of business or across Bridgewater departments. The ideal candidate must possess a balance of analytical, problem-solving, and project management capabilities, as well as have keen market and commercial awareness.
Requirements
- Undergraduate degree from an accredited institution
- 2-8 years relevant experience building data driven business cases for investment or critical decision making
- Strong preference for candidates with experience working with sophisticated investment products and portfolios
- Strong analytical problem-solving skills
- Experience project managing and driving results for business initiatives
- Consulting and/or product development experience
- Strong proficiency in Excel and PowerPoint
- Partnership or direct work in financial services
Nice To Haves
- Are analytical, highly logical, and structured in your thinking
- Have the ability to perceive problems and resolve them by identifying and weighing tradeoffs
- Have strong investment understanding and track record working with complex investment products and teams
- Are able to communicate clearly and concisely across multiple stakeholders and projects to meet requirements, including communication of investment and legal subject matter
- Are a strong project manager and can practically drive initiatives and projects to resolution
- Have a broad understanding of the asset management industry in either a product development, business strategy, marketing, and/or product management role
Responsibilities
- Partner with clients, client teams, and professionals across various Bridgewater departments (portfolio management, legal, and operations) to launch client portfolios, manage transitions and negotiate guidelines
- In partnership with Investment teams, shape and drive the product and commercial strategy for new and existing Bridgewater investments
- Collaborate with the team and other departments to support the project management and implementation of new product launches
- Support the on-boarding of new investment mandates, including negotiating commercial terms and fees
- Initiate and drive strategic initiatives that cut across clients and departments to enhance our portfolio implementation in response to broader investment and commercial strategic initiatives, client requirements, the competitive marketplace, and/or regulatory changes
- Liaise with global institutional clients in Asia, Middle East, Europe, and the US
Benefits
- competitive suite of benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
