Portfolio Associate

Portfolio Associate

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 workusing 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.

Our culture is anchored in excellencemeaning constant improvementand it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everydaywe 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 hardit's only possible because we build meaning in our work and relationships. The 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 Your Role

You will operate the systematized investment logic we use to create ideal portfolios for our clients.

You will oversee a set of processes that ingests updated market data along with our view from our research department, applies portfolio construction logic, risk controls, and client specific constraints to determine those ideal portfolios.

You will oversee our logic for choosing which instruments we want to hold and then deliver the set of trades necessary to implement our portfolios to our trading department.

You will regularly communicate your understanding and assessment to a diverse group of people, including senior investment managers, traders, and developers.

You will partner with technologists and researchers to constantly improve our processes, focusing on increasing efficiency or the implementation of new logic or portfolios.

You will drive the following responsibilities :

• Executing and overseeing the systematized logic we use to generate client portfolios and trades every day
• Understanding and effectively communicating the state of those portfolios to our senior investment teams and CIOs
• Working with technologists and researchers to construct new investment implementation systems or overhaul old ones
• Driving initiatives to improve the quality, reliability, and efficiency of the systems you own
• Evolving the methods and best practices used by the broader investment community

You will be a click for the role if you :

Minimum Qualifications :

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 :

Compensation Band :

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.

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