Analyst, Client Reporting & Portfolio Analytics

About the role

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 to 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 Client Service Department Bridgewater believes that the key to our success lies in creating meaningful, long-lasting relationships with our clients. To this end, Client Service works closely with our clients to help them not only broaden their understanding of the company's investment process and products but also to deepen their understanding of the financial markets more generally. Over and above traditional client service organizations that focus on selling products, Bridgewater's Client Service group operates as an advisor to clients on their entire portfolio, not just the portion under management at Bridgewater. By providing exceptional transparency and reporting on portfolios, Bridgewater's market outlook and performance, risk management analysis, and advisory research, Client Service helps clients solve their most pressing investment problems and plan their investment strategies. The group frequently meets with clients to discuss portfolio performance, give updates on recent research, provide guidance and training on Bridgewater's pioneering work in such areas as risk budgeting, alpha and beta separation, portable alpha, optimal beta, currency overlay, and global inflation-indexed bond investing; and assist in developing strategies that best meet client needs. About Your Role 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 a

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