Finance Associate, Investor Relations

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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 to 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. This 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 the Finance Department and Role

Finance is the guardian of Bridgewater’s financial resources. We seek to drive sustainable shareholder value by controlling, safeguarding, and optimizing use of the firm’s financial resources. The department provides strategic partnership, insights, and independent challenge along with the delivery of high-quality financial reporting, forecasting and analysis while maintaining effective and efficient operational control.

Finance Associates on the Corporate Finance and Investor Relations team support these goals in a variety of ways to our Senior Leadership and investors of Bridgewater. This includes developing and using financial analytics to inform Senior Leaders on Bridgewater’s financial health, risk, and opportunities. This can also include responsibility for supporting our stakeholders’ financial needs, managing earnings distributions, reporting and analysis, and excellent customer service for the owners of Bridgewater entities. The Finance Associate also will take on complex projects ranging on matters such as balance sheet, capital structure, valuation, revenue analytics and expense management.

You will drive the following responsibilities:

• Partner with leadership to creatively solve some of the firm's biggest analytical challenges – such as valuation, structuring unique complex transactions, compensation strategy, and other board and leadership level initiatives.
• Prepare and synthesize information and analytics to investors, including investor statements, forward looking projection analyses, valuation summaries, and other quarterly reporting.
• Responsible for and prepare calculation of earnings for shareholders and metrics related to individual investments.
• Maintain our internal document management system for Bridgewater’s stakeholders, including investor agreements, stock purchase agreements, subscription agreements, etc.
• Provide actionable information and insight (e.g. deliverables, reports, presentations, slide decks) to drive measurable impact and management decisions. Own outputs from end-to-end, from inception, through creative problem-solving and analysis, development of complex financial models, scenario analysis, and communication to stakeholders.
• Tackle cross-functional initiatives, partnering with accounting, FP&A, tax, and leaders in the business to drive solutions to complex challenges.
• Drive systemization efforts to build out new analytical capabilities and identify efficiencies throughout the finance organization

You will be a click for the role if you:

• Have a hunger to leverage financial analytics to tell and shape the business story. Experience forming well synthesized, structured recommendations from financial information and communicating with leadership creating summaries and presentations to communicate financial information or other data effectively.
• Are an independent thinker. At the same time, have an eagerness and curiosity to learn about financial concepts and their business implications from experienced leaders in the space.
• Have a high level of analytical ability. Good common sense and can quickly iterate in an ambiguous, fast-paced, and high-performance environment.
• Seek and give feedback.

Minimum Qualifications:

• 1-3 years of analytical work experience in a corporate finance, investor relations, corporate development, investment banking, or management consulting setting, including sophisticated financial modeling.
• Strong ownership mentality with a track record of driving impact through creative problem solving and owning solutions from ideation to execution. Takes on challenges willingly.
• Highly reliable and organized with keen attention to detail, high quality control standards and ability to meet tough deadlines.
• Bachelor’s degree ideally in Finance or Accounting with a strong academic track record.

Physical Requirements

Employees are required to work at our Westport CT campus as their principal work location, a minimum of four days per week.

Compensation:

The wage range for this role is $120,000-$170,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 80% - 90% of this wage range.

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.

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. Explore more information about Bridgewater’s benefits on our website 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