Job Description
Client Service Research Associates (CSRA) play a vital role in service of Bridgewater’s overall client service strategy. From their unique position at the heart of Bridgewater’s client-focused research activity, these individuals have an aerial view into our ever-evolving perspectives on world markets, high-impact company-wide projects and our investment philosophy and processes. CSRAs work closely with Client Advisors and Bridgewater’s best & brightest investment minds, collaborate on how to handle different client-focused research or performance reporting projects and execute on the approach by project managing, performing analyses and generating insights to help shape clients’ investment thinking or provide transparency into our performance and positions to meet clients reporting needs.
Bridgewater’s market-driven approach to client service requires our CSRAs to continually expand their understanding and knowledge of the markets. Through formal training and informal on-the-job instruction, CSRAs become well-versed in our investment approach, process and different strategies, our book of business, and our production systems. Successful CSRAs will:
- Develop a holistic understanding of portfolios and portfolio management principles
- Understand the depth and breadth of Bridgewater’s market knowledge as well as its pioneering work in institutional asset management and alpha and beta separation
- Contribute to Bridgewater’s world-class client service strategy through creative thinking about how to generate insights and convey key messages to our clients about our investment philosophy, strategies, performance and outlook in the markets.
Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here.
You will drive the following responsibilities:
- Understand Bridgewater's book of business, related commercial strategy and our investment thinking
- Contribute to Bridgewater’s world-class client service strategy through creative thinking about how to generate insights and convey key messages to our clients about our investment philosophy, strategies, performance and outlook in the markets
- Strategize with Client Advisors, other Research teams and investment professionals (at times including ClOs and other Sr. Researchers) and help develop best approach to handle client requests, enable high quality client engagements
- Apply analytical skills, market knowledge, and an understanding of Bridgewater's investment methodology to create insights to help shape clients' investment thinking or deliver client-ready portfolio position and performance reports to allow our Client Advisors, Investment Strategists and Chief Investment Officers to tell the Bridgewater investment story in a rich and accurate way
- Work creatively with existing methodologies and tools to identify and solve problems in how we serve clients by contributing to the creation of new tools, models, and or "machines" to automate and streamline our processes
The CSRA role is a great opportunity to transition into Bridgewater. While the position does not require deep experience in asset management, qualified candidates will have prior experience in a related professional services environment. We are looking for intellectually curious individuals who enjoy solving complex problems.
Job Requirements
- Bachelors or Master’s degree from a competitive school with a strong academic and extracurricular track record
- Interest for and understanding of markets and investing
- Ability to solve complex problems through analysis
- Aptitude for creative quantitative work involving financial and economic data
- Keen customer service mentality
- Ability to multi-task, prioritize and organize time effectively in a fast-paced and constantly changing environment
- Strong work ethic and demonstrated ability to achieve results and drive projects to completion; strong attention to detail
- Aptitude for remaining composed and confident under pressure
- Effective written and oral communication skills
- Strong computer skills and Microsoft Office Suite expertise
- Effective English language written and oral communication skills
In addition, to succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence.
