# Analyst, Client Reporting & Portfolio Analytics [Bridgewater Associates](https://www.jorb.ai/firms/bridgewater-associates.md) · New York · United States · [Sell-side](https://www.jorb.ai/jobs/sell-side.md) Bridgewater Associates is hiring a Analyst, Client Reporting & Portfolio Analytics in New York. Posted 2026-05-14; applications close 2026-07-13. **Apply**: https://job-boards.greenhouse.io/bridgewater89/jobs/8470226002 Posted 6d ago. ## Role details ## About Bridgewater Bridgewater Associates is a premier asset management firm focused on delivering unique insight and partnership for 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 and constant improvement. Markets are objective, competitive, and getting smarter every day, so we must continually improve to stay ahead. Truth is our essential tool for engaging with the markets and improving decision-making. Valuing truth means being transparent about our decisions and mistakes, giving and receiving feedback with humility, and prioritizing the best answers over hierarchy, ego, or self-interest. The culture, like Bridgewater itself, is always evolving. Our Philosophy Statement, originated by our founder Ray Dalio, remains our foundation, 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 the key to our success lies in creating meaningful, long-lasting relationships with our clients. The Client Service team works closely with clients to broaden their understanding of the company’s investment process and products, and to deepen their understanding of the financial markets. Beyond traditional client service, Bridgewater’s Client Service group acts as an advisor to clients on their entire portfolio, not just the portion under management at Bridgewater. By providing exceptional transparency and reporting on portfolios, market outlook and performance, risk management analysis, and advisory research, Client Service helps clients solve their most pressing investment problems and plan their investment strategies. The group frequently meets with clients to discuss portfolio performance, provide updates on recent research, and advise on strategies that meet client needs, including areas such as risk budgeting, alpha and beta separation, portable alpha, optimal beta, currency overlay, and global inflation-indexed bond investing. ## About Your Role Analysts in Client Reporting & Portfolio Analytics play a vital role in servicing Bridgewater’s client service strategy. Working at the heart of client-focused reporting and analytics, Analysts gain an aerial view into our evolving market perspectives, company-wide projects, and investment philosophy. They collaborate with Client Advisors and Investment Minds to handle client-focused reporting projects. Analysts project-manage, perform analyses, and generate insights to shape clients’ investment thinking or provide transparency into performance and positions for reporting needs. Analysts continually expand their market knowledge through formal training and on-the-job instruction, becoming well-versed in our investment approach, strategies, book of business, and production systems. ### What Successful Analysts Do - 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 and 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 investment thinking. - Strategize with Client Advisors, other Research teams, and investment professionals (including CIOs and senior researchers) to develop the best approach for handling client requests and enabling high-quality client engagements. - Apply analytical skills, market knowledge, and understanding of Bridgewater’s investment methodology to create insights that shape clients’ investment thinking or deliver client-ready portfolio position and performance reports. - Work creatively with existing methodologies and tools to identify and solve problems in how we serve clients, while contributing to the creation of new tools, models, or “machines” to automate and streamline processes. Interested in learning more about working at Bridgewater? Hear about the experiences of our employees 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 the position does not require deep experience in asset management, preferred candidates will have prior experience in a related and similarly fast-paced professional services environment. We are looking for intellectually curious, energetic individuals who can learn quickly and are aggressive problem-solvers. Candidates should meet the following criteria. ### Minimum Qualifications - Bachelor’s or Master’s degree with a strong academic and extracurricular track 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 within our culture, individuals must demonstrate humility, innate curiosity, and openness to new ideas. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, direct, and eager to provide and receive objective feedback. Our employees strive for self-improvement through feedback and self-reflection and are 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? Bridgewater seeks a diverse group of innovative thinkers and pushes them to engage in rigorous inquiry. We develop people through honest examination 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 Band** The wage range for this role is $140,000 - $180,000, inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 80% - 90% of this wage range. Bridgewater offers a competitive benefits package. 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 federal and state regulations._ _This job description is not a contract and confers no contractual rights, privileges, or benefits. Bridgewater reserves the right to change any terms of this description, including responsibilities, qualifications, and benefits. We provide immigration sponsorship for this position._ _Bridgewater Associates, LP is an Equal Opportunity Employer_ ## Applying to this role This Analyst, Client Reporting & Portfolio Analytics role at Bridgewater Associates runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=bridgewater-associates&job=6a060c1c5fb9e6a5725e8a29) ## More open roles at Bridgewater Associates - [Research Associate, Quantitative Developer](https://www.jorb.ai/jobs/698e9698713449139339c319.md) — Singapore, posted 3mo ago - [2027 Investment Associate Intern](https://www.jorb.ai/jobs/697a8aa1b4fa6b001fecf426.md) — New York, posted 3mo ago - [Client Investment Research Associate](https://www.jorb.ai/jobs/6976b7a7501da394a8e3bcba.md) — New York, posted 6mo ago --- Updated: 2026-05-20 Canonical: https://www.jorb.ai/jobs/6a060c1c5fb9e6a5725e8a29