Full-Time
Client Reporting & Portfolio Analytics Analyst
Confirmed live in the last 24 hours
Bridgewater Associates
1,001-5,000 employees
Investment management and economic research firm
Compensation Overview
$130k - $175k/yr
Entry, Junior
H1B Sponsorship Available
Westport, CT, USA
The anticipated onsite requirement for this role is four days per week at our Westport, CT campus.
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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
- 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
- Prior experience within a related and similarly fast-paced professional services environment
Bridgewater Associates focuses on understanding global economies and financial markets to create investment portfolios for institutional clients. Their approach involves a culture of radical truth and transparency, encouraging open discussions and thoughtful disagreements to improve decision-making. This unique environment fosters independent thinking and collaboration among employees, which helps them generate insights that drive their investment strategies. Unlike many competitors, Bridgewater emphasizes a principled way of working, where principles are continuously tested and refined. The company's goal is to achieve excellence in both work and relationships, ultimately delivering strong performance for their clients.
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
- Bridgewater can capitalize on the rise of sustainable investing and ESG strategies.
- The firm can leverage AI for more efficient portfolio management.
- Bridgewater's expertise in geopolitical risk analysis enhances its investment strategies.
What critics are saying
- Recent layoffs may indicate financial pressures or strategic challenges.
- Tariff concerns could impact Bridgewater's global trade-dependent strategies.
- New investment unit's performance is uncertain, posing potential strategic risks.
What makes Bridgewater Associates unique
- Bridgewater excels in radical transparency and idea meritocracy, fostering innovation.
- The firm has a strong focus on global macroeconomic research and insights.
- Bridgewater's unique culture emphasizes meaningful work and relationships.
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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
Some business leaders are reportedly voicing concerns about tariffs after seeing the impact the policy has had on the stock market.They are doing so publicly after initially working through trade groups or in meetings with Trump administration officials, The Wall Street Journal (WSJ) reported Tuesday (April 8).The report cited Ken Griffin of hedge fund firm Citadel calling tariffs a “huge policy mistake,” Bahram Akradi of fitness chain Life Time Group Holdings saying that “tariff is not a beautiful word,” and Ray Dalio of hedge fund firm Bridgewater Associates saying he is “very concerned” about the practicalities of tariffs even though he agrees that more manufacturing should be done in the U.S.Some of the first business leaders to speak out were vocal Trump supporters, according to the report. They included hedge fund manager Bill Ackman, who said the tariffs are “destroying confidence in our country as a trading partner, as a place to do business, and as a market to invest capital,” and GameStop CEO Ryan Cohen, who said, “I can’t wait for my $10,000 made in the U.S.A. iPhone.”JPMorgan Chase CEO Jamie Dimon said in his annual letter to shareholders, published Monday (April 7), that the tariffs could dampen an economy that was “already weakening” because of their effect on confidence, investments, corporate profits, the U.S. dollar and retaliation by other countries.“The quicker this issue is resolved, the better because some of the negative effects increase cumulatively over time and would be hard to reverse,” Dimon wrote. “In the short run, I see this as one large additional straw on the camel’s back.”The White House issued a press release Monday saying that “everyday Americans, small business owners and industry leaders” support the administration’s trade actions.“President Donald J. Trump is finally doing what politicians have refused to do for decades — fighting back against the one-sided war waged on American workers,” the release said
At the Top1000funds.com Fiduciary Investors Symposium, Bridgewater Associates head of portfolio strategist group Atul Lele said one cause of the de-dollarisation trend - where the greenback's status as the world's main reserve currency is challenged - is the so-called "modern mercantilist" trade policies.
CHESTER, Conn., March 24, 2025 /PRNewswire/ -- Energea, a renewable energy investment manager with more than $140M deployed across three continents, reported robust growth and strategic milestones in its 2024 Annual Report. This performance reaffirms Energea's position as a premier platform for both retail and institutional investors seeking global renewable energy opportunities
Listen and subscribe to Opening Bid on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. If you’re following the hot stocks of the moment — such as the Magnificent Seven — it’s likely been a rush to watch them rise. However, “I think it’s very much like the internet and the dot-com period,” cautioned Bridgewater Associates founder Ray Dalio during a conversation with Yahoo Finance Executive Editor Brian Sozzi for the Opening Bid podcast (see the video above or listen below). The pair sat down to chat at the World Economic Forum in Davos, Switzerland, and Dalio delivered insights ranging from leadership to his personal investing mantras. Dalio has the benefit of five decades of market hindsight. He founded Bridgewater in 1975 and grew the company from a scrappy operation that he ran out of a two-bedroom apartment into a firm that Fortune ranked as the fifth-most-important private company in the US
WESTPORT, CT - Bridgewater Associates, the Westport-based hedge fund considered to be the world's largest, laid off 7 percent of its workforce on Monday, or about 90 employees, The Business Times reported, based on information from Bloomberg.