Portfolio Reporting Associate, 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 Your Role

As a Portfolio Reporting Associate, you will be the first line of defense to ensure we are providing accurate reporting to our clients, CIOs, and regulators. You will be a part of overseeing and running a systematic data intake process that consumes data about our holdings, portfolios, and investors, and enhances it into data concepts that are used for or on behalf of our clients. You will regularly communicate with external vendors and will need to have exceptional communication and interpersonal skills. You will be required to gain a deep understanding of the regulatory filings we are responsible for – the questions being asked, the methodology to compile the answers, and will be a part of validating the responses to ensure the filings are accurate.

The ideal candidate will have financial service experience at an asset manager, fund administrator in accounting, operations and/or middle office. They should have an understanding of operational concepts and general hedge fund process flow. A Bachelor’s degree demonstrating a strong academic record from a competitive school is required.  Previous experience with regulatory compliance filings such as Form PF, 13-F, CPO-PQR, ADV, and AIFMD are preferred but not necessary.

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

You will drive the following responsibilities:

Executing and overseeing the various processes utilized to consume data from our third-party vendors

Understanding how the data is used by our downstream consumers so you can effectively make decisions

Reviewing quarterly, annual, and ad-hoc regulatory filings prepared by our third-party vendors

Working with internal and external partners to understand impacts of changes to our regulatory obligations

Driving initiatives to improve the quality, reliability, and efficiency of the processes you own

You will be a click for the role if you:

Are an independent thinker, able to operate independently on short- and long-term goals, possess common sense and are comfortable working in a high volume, fast-paced, constantly changing environment

Have the ability to perceive risks and demonstrate creative problem-solving skills demonstrated under pressure with tight deadlines

Have outstanding decision-making capabilities, keen logic, and good judgment

Hold a high degree of personal responsibility and ownership in everything you do

Minimum Qualifications

4-year degree from an accredited undergraduate institution

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 not provide immigration sponsorship for this position.

Bridgewater Associates, LP is an Equal Opportunity Employer

Apply for the job: https://boards.greenhouse.io/bridgewater89/jobs/5596448002

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