Director, Investor Relations

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Additional Information

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 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. The Director of Investor Relations is a key driver of Bridgewater's investor narrative, serving as the connective tissue between the business, the CFO and Board, and our shareholders. This role is devoted to synthesizing complex financial and business information into clear, credible, and compelling communication for the firm's most senior internal and external stakeholders. The role will also oversee the Company's equity valuation process, driving the day-to-day analysis and conceptual thinking, understanding valuation trends and market comparables, and summarizing results for senior audiences and shareholders. Reporting to the Head of Investor Relations, the Director will evolve Investor Relations from a historically operationally focused function into a proactive, narrative-driven capability that shapes how Bridgewater's performance, strategy, and long-term value creation are understood by shareholders and governance bodies. The role requires strong judgment, exceptional synthesis, strong analytical skills, market intelligence, and comfort operating at the CFO and Board level. You will drive the following responsibilities: Own and evolve Bridgewater's investor narrative Serve as the primary architect and steward of the firm's investor story, ensuring consistency, clarity, and strategic coherence across all shareholder communications. Translate business strategy, performance, and risk into investor-ready messaging that reflects both near-term results and long-term value creation. Proactively identify narrative gaps, emerging investor questions, and areas where messaging must evolve as the firm grows. Senior stakeholder and shareholder engagement Act as the senior point of connection between the business and its shareholders, maintaining trusted, long-term relationships grounded in credibility and transparency. Prepare and deliver high-quality, client-facing materials for shareholders, the CFO, and the Board, including quarterly and annual reporting, strategic updates, and ad hoc analyses. Partner closely with the CFO on Board-level reporting and investor communications, exercising sound judgment on framing, emphasis, and disclosure. Strategic leadership of the IR function Expand and elevate the scope of Investor Relations beyond historical execution (e.g., distributions, statements, reporting) to include forward-look

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