Full-Time
Client Reporting & Portfolio Analytics Analyst
Client Reporting, Portfolio Analytics
Posted on 10/3/2025
Bridgewater Associates
1,001-5,000 employees
Investment management for global institutional clients
Compensation Overview
$130k - $175k/yr
Company Historically Provides H1B Sponsorship
New York, NY, USA
Hybrid
Four days on-site per week at NYC campus.
 Data & Analytics (3) |
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- Bachelors or Masters degree with a strong academic and extracurricular track record
- Interest for and understanding of markets and investing
- Ability to solve complex problems through analysis
- Aptitude for creative quantitative work involving financial and economic data
- At least 1 year of professional experience
- The anticipated onsite requirement for this role is four days per week at our New York City campus.
- Understand Bridgewater’s book of business, related commercial strategy and our investment thinking
- Strategize with Client Advisors, other Research teams and investment professionals (at times including CIOs and other Sr. Researchers) and help develop best approach to handle client requests, enable high quality client engagements
- Apply analytical skills, market knowledge, and an understanding of Bridgewater’s investment methodology to create insights to help shape clients’ investment thinking or deliver client-ready portfolio position and performance reports to allow our Client Advisors, Investment Strategists and Chief Investment Officers to tell the Bridgewater investment story in a rich and accurate way
- Work creatively with existing methodologies and tools to identify and solve problems in how we serve clients by simultaneously contributing to the creation of new tools, models, and or “machines” to automate and streamline our processes
Bridgewater Associates manages assets for large institutional clients by translating deep research on how the global economy and financial markets work into investment portfolios. It grounds its portfolios in economic principles and systematic decision processes, using a robust research infrastructure and technology platforms to turn insights into investments. It stands apart through a culture of radical truth and radical transparency and an idea-meritocratic approach that encourages open debate and testing of ideas to improve outcomes. Its goal is to deliver strong, long-term results for clients while fostering meaningful work and relationships within the firm.
Company Size
1,001-5,000
Company Stage
Grant
Total Funding
$227.1M
Headquarters
Westport, Connecticut
Founded
1975
Simplify's Take
What believers are saying
- Pure Alpha delivered 34% return in 2025 via Trump trades and AI rally.
- Launched $5B AIA Macro fund and State Street ETFs in 2025.
- Bob Prince appointed Chair in February 2026 after record performance.
What critics are saying
- Two Sigma and Renaissance outpace Bridgewater's AI models with superior datasets.
- Pure Alpha's NVDA tech bets trigger 20-30% drawdown from AI bubble burst.
- Talent exodus to Citadel erodes model innovation from hyper-transparent culture.
What makes Bridgewater Associates unique
- Pioneered alpha-beta separation with Pure Alpha and All Weather strategies in 1990s.
- Structures portfolios by risk allocations using 20 uncorrelated investments.
- Integrates human judgment with AI via YellowDog for 7x faster ML research.
- Developed risk parity and All Weather post-1971 Nixon shock.
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Benefits
Best-in-class medical insurance and prescription drug coverage, with all premiums fully covered by Bridgewater, for employees and their dependents.
Generous dental and vision insurance offerings.
Concierge patient services for anyone dealing with serious or chronic issues and the capability to find the highest quality doctors in their area.
Telemedicine service with 24/7 availability of medical professionals at no cost to employees.
Confidential and free counseling services with licensed therapists and clinicians provided through our Employee Assistance Program.
Healthcare Advocate advisors to help navigate the healthcare system.
Ability to take time off when employees need it: Our new flexible paid time off policy requires employees to take a minimum of 15 days per year, with no cap. In addition, there are 16 annual company holidays — the standard NYSE schedule plus six additional holidays, yielding several four-day weekends throughout the year.
Unlimited, fully paid sick days for all Bridgewater employees.
Paid and unpaid leave of absence options, including fully paid short-term disability, long-term disability benefits, and bereavement.
Eight weeks of fully paid parental bonding and care-giving time for all new parents with an additional eight weeks of paid medical recovery time for those who give birth.
Optional part-time ramp back program for returning parents as they transition back to work.
State-of-the-art mother’s rooms with equipment and accessories to support breastfeeding mothers.
Resources for parents, including a working parents group, support finding childcare, and support for parents of children with behavioral or developmental special needs.
Support for family planning that includes financial assistance for adoption, surrogacy, and egg/embryonic freezing costs.
30 days of back-up dependent care, with access to a national network of childcare centers, in-home providers, and eldercare resources as well as discounted rates on academic support services.
Pet insurance plans that reimburse eligible veterinary expenses relating to wellness coverage, accidents, illnesses, and injuries.
For employees on Guard or Reserve assignments, Bridgewater ensures full pay for up to a year and continuous benefits coverage for up to two years.
Competitive 401(k) plan that matches up to $15k of employee contributions annually, with immediate eligibility and vesting.
Free and automatic enrollment into Basic Life insurance; supplemental life insurance is available at cost for employees who are looking for additional coverage.
Flexible spending accounts for eligible health and dependent care expenses, which allow employees to set aside pre-tax dollars for eligible medical needs, childcare, or eldercare.
Competitive group rates for life and accident insurance, auto and home insurance, and group legal plans.
Commuter benefit program that allows employees to set aside pre-tax dollars to pay for commuting costs via public transportation.
Remote work flexibility with most employees required to work onsite 2-3 days per week, with flexibility to work offsite on other days.
Free access to on-site gyms and meditation rooms.
Free daily prepared lunch and a variety of on-the-go meals, snack, and beverage options.
Engaged and active community that includes frequent company events (such as our Distinguished Speaker Series), several affinity networks, and nearly 100 employee-led extracurricular groups.
Company News
Bridgewater Associates partners with YellowDog. March 30, 2026 * YellowDog Blog Quantitative research is a race. The firms that can run more experiments, test more hypotheses, and act on signals faster than the competition has the competitive edge. For the most advanced financial services companies, that edge is measured in compute scale and speed. YellowDog Limited is delighted to announce that Bridgewater Associates is the latest organisation to partner with YellowDog to transform how it executes quantitative research at scale. A ceiling that was holding back research. As Bridgewater's quant teams built increasingly complex ML models, infrastructure became the bottleneck. The scale their models demanded simply wasn't achievable at the level of speed needed to get results faster. The requirement was clear: massive parallel compute, on tap, at near-total Spot pricing, with no pre-provisioning and no manual intervention from infrastructure teams. What YellowDog delivers in production. The numbers speak for themselves: * 35,000+ nodes in a typical production run - across multiple AWS regions simultaneously * 7x faster research velocity - the most compute-intensive workloads complete in approximately 3 hours * 99.7% Spot utilisation - using dynamic orchestration across AWS regions to access preferred instances types for example, Arm Graviton, whilst never forcing a fallback to on-demand pricing * 70% cost reduction versus on-demand Researchers access compute and submit workloads directly within existing workflows, so infrastructure teams can better plan capacity and manage cost, whilst giving quant research teams the freedom to go faster. In Bridgewater's own words. "What differentiates YellowDog from any other provider is the efficiency and speed with which it achieves scale. It automatically orchestrates compute so our research teams can run extremely large workloads without the complexity and cost of building that capability ourselves." "YellowDog enables us to continuously push compute scale further. Using global cloud Spot availability has enabled us to use compute efficiently - which is key to sustaining our research velocity and competitive performance." - Artem Kazakov, Lead Architect at AIA Labs, Bridgewater Associates Why this matters beyond Bridgewater. The Bridgewater story is a signal for the wider industry. As AI/ML models grow more complex, the firms that can run more experiments per day at the scale that makes new research viable will become the most competitive. The ability to access massive parallel compute dynamically, across regions, at near-total Spot pricing, without building and maintaining that capability in-house is no longer a complex infrastructure challenge. It is a strategic imperative, that is available to any firm with the quant research capabilities to harness it. YellowDog exists to make this new world of high-scale, cost-efficient compute accessible to every research team that needs it, without the overhead of building and maintaining that orchestration capability in-house. Why the YellowDog team matters. At YellowDog, the platform didn't emerge in isolation: it's the product of a deeply committed team that has pushed the boundaries of what high-scale workload orchestration can achieve. Today, it powers one of the fastest and most scalable workload orchestration platforms on the planet. But just as important is how that team shows its genuine dedication to service, support, and partnership. The same passion that drives innovation in the platform is what ensures its customers can rely on it in production, at scale, when it matters most. Read the full case study. The Bridgewater case study covers the full story: the challenge, the solution, the production evidence, and what performance at extreme scale looks like in practice, including how YellowDog's platform with multi-region Spot enables Bridgewater to "follow the moon" for lowest-cost capacity at any given time. YellowDog will be at Future Alpha in New York City March 31 - April 1. If you are planning to attend come meet YellowDog Limited at Stand B6. Contact YellowDog Limited here to discuss your workload requirements. Bruce Beckloff More posts. * YellowDog Blog March 10, 2026 * YellowDog Blog February 16, 2026
Dell Technologies reported 37% year-over-year revenue growth in its networking and servers segment, driven by AI infrastructure demand. The company expects AI shipments to reach $25 billion in fiscal 2026, a 150% increase. Dell's stock trades at 15 times earnings and nine times forward earnings, with analysts setting a median price target of $165.50, suggesting 41% upside. Broadridge Financial Solutions holds 80% market share in investor communications, with high switching costs creating a competitive moat. Recent quarterly revenue grew 10% and adjusted earnings jumped 21% year-over-year. The stock trades at 18 times earnings following a sell-off, with analysts indicating 41% potential upside. Bridgewater Associates acquired 156,300 Dell shares in Q4 2025, whilst also increasing stakes in Nvidia and Amazon.
BRIDGEWATER LEADERSHIP: Bob Prince named Chair after historic +34% year. Stability meets Performance at the world's largest hedge fund. Bridgewater Associates has appointed 40-year veteran and Co-CIO Bob Prince as Chair of the Board, replacing Mike McGavick. THE CONTEXT: A Record-Breaking 2025 Prince takes the helm of the board following the most profitable year in the firm's 50-year history. * Flagship Return: The Pure Alpha fund surged 34% in 2025. * Drivers: The fund capitalized on the "Trump Trade" volatility in bonds/currencies and the AI-driven equity rally. * Innovation: The firm successfully launched a $5B AI fund (AIA Macro) and entered the ETF market with State Street. THE LEADER: Bob Prince isn't just an executive; he is a primary architect of Bridgewater's investment philosophy. * Tenure: Joined in 1986 (pre-dating the firm's major growth). * Legacy: Instrumental in developing Risk Parity and the firm's core systematic processes. * Quote: "The same areas that inspired me 40 years ago... continue to excite me today." THE STRATEGIC EVOLUTION: Under CEO Nir Bar Dea, Bridgewater is aggressively modernizing while retaining its DNA: * Ownership: Expanding equity stakes to >60% of employees this year (up from ~300 staff previously). * Cap Size: Restricting inflows to keep the capital base nimble. * Post-Dalio Era: With Ray Dalio fully exited, the Prince appointment signals that the "Old Guard" (Prince, Jensen) and the "New Guard" (Bar Dea, Karniol-Tambour) have successfully stabilized the transition. ANALYST TAKEAWAY: This is the ultimate vote of confidence in the "Machine" operating without its founder. By elevating Prince - the longest-serving steward of the investment logic - to Board Chair, Bridgewater ensures that its governance remains rooted in its unique culture, even as it pivots aggressively into AI and employee ownership. Fund Managers: Is the "Co-CIO to Chairman" pipeline the best model for preserving alpha culture in founder-led firms?
Birdzi unveils Journey, A new solution for grocers to automatically create custom shopper journeys. Bridgewater, NJ (BUSINESS WIRE) - Birdzi, the supermarket industry's most adaptive retail intelligence platform, today announced the launch of Journey, the company's latest solution that empowers regional and national grocers to drive personalization and customer engagement. Journey enables retailers to deliver real-time, behavior-based offers that drive smarter customer engagement. For new customers, lapsed shoppers or those who have exhibited other changes in their shopping habits, Journey listens and responds with highly relevant and targeted offers that drive growth and customer loyalty. Grocers that have already implemented Birdzi's sophisticated personalization abilities, such as VISPER, have witnessed a 30% increase in basket size, on average. "As a retailer with over 30 years of experience across various companies, I can confidently say that Birdzi's Journey solution is a game-changer," said Ron Bonacci, industry consultant and owner of REB Enterprise. "It truly surpasses any past technology, enabling retailers to make swift, automated and results-driven business decisions. Furthermore, its rapid implementation allows for remarkable achievements far beyond what older technologies could offer. Growing sales and profits is a core retailer goal, and Journey is instrumental in achieving that success." Additionally, Journey allows grocery retailers to collaborate with their CPG partners to support and strengthen retail media efforts. Retail media spending is projected to nearly double in the next three years, and by monitoring inflection points in a shopper's lifecycle, Journey activates campaigns to acquire, retain and grow shoppers. For CPG brands, Journey provides deep visibility into customer lifetime value, identifies high-potential segments and enables targeted incentives to boost category performance and drive repeat purchases. Birdzi is the first solution provider to offer retailers the ability to connect shopper behavior and create automated customer journeys directly with their CPG partners without compromising on privacy or relevancy. "Hampered by the limited data brands can receive from their retail partners, Journey was designed to break down existing barriers to provide true personalization and outreach," said Shekar Raman, CEO and co-founder, Birdzi. "Journey allows retailers to move from data to insights to action faster in a way that is highly measurable and targeted, effectively bringing intelligent automation to brand and category building." See Journey in Action Birdzi invites attendees of several upcoming industry events to book a meeting to discuss how Birdzi is reimagining customer connections for both retailers and brands through its adaptive customer intelligence ecosystem. Birdzi will first showcase Journey at NRF 2026: Retail's Big Show (January 11-13, New York City) at booth #8015 as part of the selective NRF Innovators Showcase. The company will also exhibit at FMI Midwinter (January 19-22, Palm Desert, CA) and The NGA Show (February 23-25, Las Vegas). About Birdzi Birdzi was founded with a vision to make the shopping experience "Smart, Personal and Seamless" for the shopper, while empowering retailers and brands to easily and intelligently connect with the shopper at the right time and place with the right message. For more information, visit: www.birdzi.com.
Bridgewater Associates to launch major employee ownership program. Bridgewater Associates is set to significantly increase employee ownership, allowing over 60% of staff to own equity. Announced by CEO Nir Bar Dea, this initiative aligns with the firm's 50th anniversary and follows strong performance of its Pure Alpha fund. Current employee ownership is just 1%. Hedge fund giant Bridgewater Associates is poised to dramatically expand employee ownership next year, with plans to see over 60% of its staff holding equity stakes, according to an internal memo obtained by Reuters. This represents a significant shift from the current scenario, where only about 1% of employees own shares, according to an insider source. The initiative was revealed in a memo from Chief Executive Nir Bar Dea, timed with the firm's 50th anniversary and coinciding with a stellar performance by the Pure Alpha fund, its flagship macro investment. Despite the announcement, Reuters has not confirmed how much of the company will be allocated to employees or the specific conditions of the equity offer.