Business Analyst/Project Manager – Portfolio Transformation, Westport, Bridgewater Associates

Role Responsibilities

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 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.

Explore more information about Bridgewater on our website here.

Our Culture

Bridgewater’s unique success is the direct result of our unique way of being. We want an idea meritocracy in which meaningful work and meaningful relationships are pursued through radical truth and radical transparency. We require people to be extremely open, air disagreements, test each other’s logic, and view discovering mistakes and weaknesses as a good thing that leads to improvement and innovation. It is by continually striving together for the highest levels of truth and excellence that we create meaningful work and meaningful relationships. Within this culture, Diversity and Inclusion is a top priority because it is essential to finding the best talent in the world, enabling our idea meritocracy, and creating an environment where all types of people can thrive. We have a full-time team as well as affinity networks that work on these issues – If you would like to learn more, please let your Bridgewater recruiter know.

Explore more information about Bridgewater’s culture on our website here.

About the Portfolio Transformation Team

The Portfolio Transformation team is comprised of an elite group of experienced investment professionals who are focused on improving our portfolio management capabilities.   In partnership with senior researchers and technologists, this team is delivering a multi-year transformation that will support new investment strategies and capabilities and is critical to maintaining the firm’s edge in markets and portfolio management.

About the Team

The Portfolio Transformation team:

Is comprised of experienced investment professionals who have a deep understanding of portfolio management and trading. In conjunction with our partners in research and technology – defines, implements, and carries the target-state vision of the portfolio renovation

Is directly responsible for managing and delivering the strategic projects on the portfolio renovation roadmap

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

Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here.

About Your Role

You will drive the following responsibilities:

Understand Bridgewater’s broad investment objectives, strategies, clients, the products and markets we trade, and the investment lifecycle across multiple departments​

Partner with senior investment professionals to solve business problems and create solutions to meet client or investment needs​.

Drive the implementation of a major multi-year portfolio implementation renovation related to investment, commercial, counterparty, regulatory, risk, technology and market changes; partnering with our teams across the firm to implement these changes​.

Manage individual projects and workstreams related to the portfolio renovation effort – it is likely these projects will include elements of technology, portfolio construction workflow, and new product implementation.

Provide visibility on business deliverable progress / synthesis / key risks to stakeholders.

You will be a click for the role if you:​

Have an interest and background in financial markets, instruments, and capital markets

Are organized, reliable, and can visualize well​

Can be a critical input in managing projects end to end

Can create program plans, identify and manage risks and dependencies, and manage business resources.

Enjoy communicating with broad and diverse groups of people​

Are comfortable confronting ambiguous problems and working collaboratively to identify solutions​

Hold a high degree of personal responsibility and ownership​

Are able to consistently step back and improve your way of operating​

Weigh what they know and understand in determining confidence. Open to other perspectives than your own, without accepting illogical/irrational ones.​

Are able to reflect objectively on one’s own behavior; step above oneself and see things from a higher level with a good understanding of their strengths/weaknesses in a particular situation.​

Minimum Qualifications:

2+ years of experience in financial services consulting, strategy or management consulting or similar role within a financial institution

Familiarity with financial markets and financial instruments.

Experience with program/project management including framing and structuring ambiguous problems, requirement gathering and solutioning.

Grasp of market and industry trends.

Preferred Qualifications:

Familiarity with or interest in portfolio construction, portfolio implementation, algorithmic and electronic trading.

Physical Requirements:

For most of our roles, Bridgewater offers remote work flexibility, with most employees required to work on campus as their principal work location, a minimum of two days (and in some cases three days) per week with the option to work offsite on other days.

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:

Undergoing a training program of structured classes and on-the-job apprenticeship.

Taking ownership of increasingly complex systems and processes.

Taking on oversight and mentorship responsibilities to grow talent as you gain experience.

Opportunities to grow your career across Bridgewater depending on your strengths, weaknesses, and experience.

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 including:

Health insurance with 100% premium covered and access to additional concierge medical services

401(k) plan with generous employer match

Paid time off, including fully paid parental leave and a competitive PTO package

Workplace flexibility and access to back up childcare

Financial assistance for family building support, including adoption and egg freezing

Workplace wellness, including on-site gyms, free meals and healthy snacks, and meditation rooms

An engaged and active community that includes many company events, affinity networks, and extracurricular interest groups

For a full list of Bridgewater benefits, click here.

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 provide immigration sponsorship for this position.

Bridgewater Associates, LP is an Equal Opportunity Employer

Apply for the job: https://boards.greenhouse.io/bridgewater89/jobs/6232508002

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