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Senior Finance Associate, Corporate Finance

Westport, CT

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 anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday, we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard – it's only possible because we build meaning in our work and relationships. This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it’s the engine that powers everything else.

About the Finance Department and Role

Finance is the guardian of Bridgewater’s financial resources. We seek to drive sustainable shareholder value by controlling, safeguarding, and optimizing use of the firm’s financial resources. The department provides strategic partnership, insights, and independent challenge along with the delivery of high-quality financial reporting, forecasting and analysis while maintaining effective and efficient operational control.

Bridgewater is currently hiring a Senior Finance Associate to join its Corporate Finance team. The Senior Finance Associate will play a critical role in delivering high-quality financial reporting, liquidity and capital planning, and cross-functional finance initiatives. This individual will serve as a reliable thought partner and executor to the Director of Corporate Finance, driving analysis, owning key workstreams and deliverables, and coordinating with junior team members to progress workflow efficiently. The role also encompasses improving processes and tools so the team can operate with greater speed, clarity, and decision-usefulness.

This is an excellent opportunity for individuals who are ready to take on meaningful ownership across corporate finance workstreams while contributing to the evolution of processes and analytical capabilities. We are seeking a candidate who is highly analytical, demonstrates strong financial modeling expertise, takes independent initiative, has strong oral and written communication skills, takes on challenges willingly, is highly reliable, and seeks and gives feedback.

You will drive the following responsibilities

  • Build, maintain, and evolve financial models to support recurring reporting, ad hoc analysis, and strategic decision-making
  • Drive ad hoc projects related to capital planning, balance sheet analysis, and strategic finance initiatives, including production and synthesis of materials for senior leadership and the CFO
  • Explore and implement AI tools and process improvements to increase the efficiency, accuracy, and scalability of the team’s work
  • Support and drive the monthly Management and Board reporting process, with emphasis on balance sheet and cash flow reporting, including cross-departmental engagement with key stakeholders
  • Support quarterly GAAP processes, including coordination with auditors and accounting partners
  • Coordinate with junior team members to organize and progress workflow across recurring and project-based deliverables
  • Contribute to the development of Finance Associates through coaching, knowledge sharing, and involvement in onboarding and training
  • Participate in department-wide initiatives and cross-functional workstreams as needed

We are looking for candidates with the following minimum qualifications

  • 4–7 years of analytical work experience in corporate finance, corporate development, investment banking, or management consulting
  • Expertise with financial analysis, modelling, and reporting
  • Ability to use AI tools to accelerate financial analysis, reporting, and process improvement
  • Strong organizational skills and comfortable dealing with ambiguity
  • Previous experience synthesizing financial information and communicating findings to senior managers or leadership
  • Strong academics and demonstrated math/analytical ability
  • Expertise in Microsoft Excel and proficiency in PowerPoint and Word

Physical Requirements:

Employees are required to work at our Westport CT campus as their principal work location, a minimum of four days per week, with potential for some days in our New York City, NY office.

Compensation:

The wage range for this role is $190,000-$300,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 70% - 80% 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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