Associate, Client Service

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. 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 Client Service Department

The goal of Client Service is to build and grow meaningful relationships with the world’s largest, most sophisticated investors and help clients achieve their goals through high quality return streams and tailored insights. To this end, we deeply understand the global pools of capital, develop strategies to effectively develop relationships, and partner with clients on their most difficult investment and portfolio construction problems.

We help our clients broaden their understanding of our investment process, strategies and performance as well as deepen their understanding of financial markets more generally.

About Your Role

As an Associate, you’ll help the Client Service Department achieve our mission by ensuring clients receive exceptional service and that your team is achieving its strategic goals. In order to do so, you will be the ‘air traffic controller’ of your team, responsible for a variety of administrative, operational and project management activities, serving around 30 clients. You will help set goals, brainstorm execution, project manage multiple initiatives, coordinate directly with clients and internal stakeholders, be the first point of contact for client requests, and plan meetings, trips and events.

Without the Associate, the team doesn’t run. Associates must be highly organized, detail-oriented, calm under pressure, and great at time management. They must communicate professionally, enjoy problem solving, and thrive in a dynamic, relationship-driven environment.

You will drive the following responsibilities:

• Partner with your team’s Client Advisor (senior relationship manager) to understand client goals and translate the business plan into an organized operational cadence for the team, including providing administrative and calendar support
• Provide high quality and professional client service, acting as the first point of contact for all incoming client inquiries via email or phone
• Distill information and synthesize the key points to the team and…