Job Application for Portfolio Operations Associate at Bridgewater Associates

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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 Your Role

As a Portfolio Operations Associate, you will be the first line of defense to ensure we are providing accurate reporting to our clients, CIOs, and regulators. You will be a part of overseeing and running a systematic data intake process that consumes data about our holdings, portfolios, and investors, and enhances it into data concepts that are used for or on behalf of our clients. You will regularly communicate with external vendors and will need to have exceptional communication and interpersonal skills including the ability to hold people accountable. You will be required to gain a deep understanding of the regulatory filings we are responsible for – the questions being asked, the methodology to compile the answers, and will be a part of validating the responses to ensure the filings are accurate.

Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here.

You will drive the following responsibilities:

Executing and overseeing the various processes utilized to consume data from our third-party vendors.
Understanding how the data is consumed in our systems and used by our downstream consumers so you can effectively make decisions, investigate and resolve issues, and help perceive impacts when there are changes.
Reviewing regulatory filings and counterparty reporting prepared by our third-party vendors.
Driving initiatives to improve the quality, reliability, and efficiency of the processes you own.

You will be a click for the role if you:

Are an independent thinker, able to operate independently on short- and long-term goals, possess common sense and are comfortable working in a high volume, fast-paced, constantly changing environment.
Have the ability to perceive risks and demonstrate creative problem-solving skills demonstrated under pressure with tight deadlines.
Have outstanding decision-making capabilities, keen logic, and good judgment.
Hold a high degree of personal responsibility and ownership in everything you do.

Minimum Qualifications:

4-year degree from an accredited undergraduate institution.
1+ years of experience in a finance, accounting, and/or reporting role within the investment management or financial services industry.
Familiarity with investment management concepts such as portfolio management, trading, accounting, and/or reporting.
Strong technical skills including knowledge of database structures and proficiency in tools such as SQL and Excel are preferred but not required.
Experience with regulatory compliance filings such as Form PF, 13-F, CPO-PQR, ADV, and AIFMD is preferred but not required.

Physical Requirements:

The anticipated onsite requirement for this role is four days per week at our Westport CT campus.

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.

In this role, you will grow with us by:

Undergoing a training program of structured classes and on-the-job apprenticeship.
Taking ownership of increasingly complex systems and processes.
Taking on oversight and mentorship responsibilities to grow talent as you gain experience.
Opportunities to grow your career across Bridgewater depending on your strengths, weaknesses, and experience.

Compensation Band:

The wage range for this role is $100,000 - $140,000 base salary with an additional discretionary target bonus.

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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Bridgewater is an Equal Opportunity Employer. All employment decisions will be made without regard to race, color, creed, religion, ancestry, national origin, age, sex, marital status, civil union status, pregnancy, sexual orientation, transgender status, gender identity or expression, present or past mental disability, learning disability, physical disability, genetic information, military status, veteran status, or any other characteristic protected by law.

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Portfolio Operations Associate

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