# Analyst, Client Reporting & Portfolio Analytics [Bridgewater Associates](https://www.jorb.ai/firms/bridgewater-associates.md) · New York · United States · [Asset Management](https://www.jorb.ai/jobs/asset-management.md) Bridgewater Associates is hiring a Analyst, Client Reporting & Portfolio Analytics in New York. Posted 2026-03-27; applications close 2026-05-26. **Apply**: https://job-boards.greenhouse.io/bridgewater89/jobs/8470226002 Posted 26d ago. ## Role details ## About Bridgewater Bridgewater Associates is a premier asset management firm focused on delivering unique insight and partnership for the world’s most sophisticated global institutional investors. Our investment process is driven by a pursuit to understand how markets and economies work—using cutting-edge technology to validate and execute on timeless investment principles. Founded in 1975, we are a community of independent thinkers committed to excellence, openness, transparency, and inclusion. Explore more information about Bridgewater on our website here. ## Our Culture Our culture is anchored in excellence and continuous improvement. Markets are objective and evolving, so we strive to improve rapidly. Truth is our essential tool for engaging with the markets and improving decision-making. We emphasize transparent decision-making, feedback with humility, and pursuing the best answers over hierarchy or ego. The culture, like Bridgewater itself, is always evolving. Our Philosophy Statement originated in 1997 and remains foundational, evolving into a set of 300+ Principles. In 2022, we re-underwrote several principles with a focus on meritocracy. Today, the culture sits alongside our people as our most important edge. ## About the Client Service Department Bridgewater believes that success comes from meaningful, long-lasting client relationships. The Client Service team collaborates with clients to deepen their understanding of Bridgewater’s investment process, products, and financial markets. The group acts as an advisor to clients on their entire portfolio, not just the portion managed by Bridgewater. By providing transparency and reporting on portfolios, market outlook and performance, risk management analysis, and advisory research, Client Service helps clients solve their investment problems and plan strategies. The team regularly meets with clients to discuss performance, research updates, and guidance on areas such as risk budgeting, alpha and beta separation, portable alpha, optimal beta, currency overlay, and inflation-indexed bond investing. ## About Your Role Analysts in Client Reporting & Portfolio Analytics play a vital role in servicing Bridgewater’s client service strategy. They have an aerial view into Bridgewater’s perspectives on world markets, major cross-functional projects, and our investment philosophy. Analysts collaborate with Client Advisors and investment minds to manage client-focused reporting projects. They project-manage, perform analyses, and generate insights to shape clients’ investment thinking or provide transparency into performance and positions. Analysts continually expand their market knowledge through formal training and on-the-job instruction to become well-versed in our investment approach, strategies, book of business, and production systems. **Successful Analysts will:** - Develop a holistic understanding of portfolios and portfolio management principles. - Understand the depth and breadth of Bridgewater’s market knowledge and its pioneering work in institutional asset management and alpha/beta separation. - Contribute to Bridgewater’s client service strategy by generating insights and conveying key messages about our investment philosophy, strategies, performance, and market outlook. You will drive the following responsibilities: - Understand Bridgewater’s book of business, related commercial strategy, and our investment thinking. - Strategize with Client Advisors, other Research teams, and investment professionals to determine the best approach for client requests and high-quality engagements. - Apply analytical skills, market knowledge, and Bridgewater’s investment methodology to create insights or deliver client-ready portfolio position and performance reports. - Work creatively with methodologies and tools to identify and solve problems in serving clients, and contribute to the creation of new tools, models, or automation to streamline processes. Interested in learning more about working at Bridgewater? Hear about employee experiences here. ## Position Requirements The Client Reporting & Portfolio Analytics Analyst role is a great opportunity to learn the Bridgewater business, as the team partners with various groups across the firm. While deep experience in asset management is not required, preferred candidates will have experience in a related fast-paced professional services environment. We seek intellectually curious, energetic individuals who learn quickly and are strong problem-solvers. Candidates should meet the following criteria. ### Minimum Qualifications - Bachelor’s or Master’s degree with a strong academic and extracurricular record. - Interest in and understanding of markets and investing. - Ability to solve complex problems through analysis. - Aptitude for creative quantitative work involving financial and economic data. - At least 1 year of professional experience. In addition, to succeed in our culture and environment, individuals must demonstrate humility, curiosity, and openness to new ideas. Candidates should be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, direct, and eager to provide and receive objective feedback. Our staff strives for self-improvement through feedback and self-reflection and is committed to excellence. Physical Requirements The anticipated onsite requirement for this role is four days per week at either our New York City or Westport, Connecticut campus. ## Why Choose Bridgewater? We seek a diverse group of innovative thinkers and push them to engage in rigorous inquiry. We develop people through honest evaluation of abilities and performance, enabling personal growth and professional development. We strive to provide opportunities that challenge you and unlock your potential. You will grow with us by: - Participating in formal and informal on-the-job training. - Developing a holistic understanding of portfolios and portfolio management principles. - Becoming well-versed in our investment approach, processes, strategies, and book of business. ## Compensation & Benefits The wage range for this role is $140,000 - $180,000, inclusive of base salary and discretionary target bonus. The expected base salary is between 80% - 90% of this range. 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 consistent with applicable regulations._ _This job description is not a contract and does not confer contractual rights. Bridgewater reserves the right to change terms, including responsibilities, qualifications, and benefits. We provide immigration sponsorship for this position._ _Bridgewater Associates, LP is an Equal Opportunity Employer_ ## More open roles at Bridgewater Associates - [Research Associate, Quantitative Developer](https://www.jorb.ai/jobs/698e9698713449139339c319.md) — Singapore, posted 2mo ago - [2027 Investment Associate Intern](https://www.jorb.ai/jobs/697a8aa1b4fa6b001fecf426.md) — New York, posted 2mo ago - [Client Investment Research Associate](https://www.jorb.ai/jobs/6976b7a7501da394a8e3bcba.md) — New York, posted 5mo ago --- Updated: 2026-04-22 Canonical: https://www.jorb.ai/jobs/69c69551d6903b6b1c72a2f3