
Product Structuring and Implementation Specialist
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 Product Development and Implementation Team
The Product Development and Implementation team plays a pivotal role in helping our largest clients with their Bridgewater portfolios. The team explores and launches new products and custom portfolios for our clients, serving as a bridge between our senior executives, clients, client relationship teams, portfolio management, legal, and operations teams. Responsible for the day-to day operational support of new client onboarding and existing client mandates, the team is a nexus between various parts of Bridgewater. This role offers a great opportunity to learn about the asset management business and Bridgewater’s approach to client management, product development, and product implementation while working with leaders across the organization.
About the Role
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. Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here.
You will drive the following 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
You will be a click for the role if you:
- 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
Minimum Qualifications:
- 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
Physical Requirements:
This role will follow a hybrid schedule, with an onsite requirement of four days per week at our Westport CT campus.
Wage Range:
The wage range for this role is $135,000 - $215,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 70% - 90% of this wage range.
Why Choose Bridgewater?
It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential.
One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits.
Explore more information about Bridgewater’s benefits on our website here.
Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations.
This job description is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this job description, including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position.
Bridgewater Associates, LP is an Equal Opportunity Employer
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