Portfolio Associate

bridgewater89; Westport (CT); On-site; USD 60,000 - 90,000; Full time

Job summary

Bridgewater Associates seeks a data-driven, analytically minded candidate to support systematized investment logic for client portfolios and trades at the Westport, CT campus. The role requires comfort with complex data, collaboration with researchers, and communicating findings to senior teams.

You will operate processes ingesting market data, applying portfolio construction logic, and delivering trades. A 4-year degree with internship experience in finance is required, and onsite work four

Qualifications

• Must be analytical, highly logical, and structured.
• Must be deeply interested in understanding financial markets.
• Think in terms of systems and solve problems through system evolution.

Responsibilities

• Execute and oversee the systematized logic to generate client portfolios and trades daily.
• Work with technologists and researchers to build or overhaul investment systems.
• Drive initiatives to improve quality, reliability, and efficiency of owned systems.
• Evolve methods and best practices used by the investment community.
• Communicate understanding and assessments to senior investment managers, traders, and developers.

Skills

Analytical

Structured thinking

Logical

Interest in financial markets

Education

4-year degree (anticipated Spring/Summer 2027)

Job description

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

Our culture is anchored in excellence-meaning constant improvement-and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday-we 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 hard-it'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
• 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:

• Are analytical, highly logical, and structured
• Are deeply interested in understanding financial markets
• Think in terms of systems and naturally look for ways to solve problems through the evolution of those systems
• Hold a high degree of personal responsibility and ownership in everything you do

Minimum Qualifications:

• 4-year degree from an accredited undergraduate institution with an anticipated graduation date in Spring/Summer 2027
• Relevant internship experience at an investment bank or asset management firm

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:

• 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.

Compensation Band:

The wage range