Finance Associate, Investor Relations Westport, CT

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 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.

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.

• 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.
• 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…