About Bridgewater 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.
Powering this engine requires a diverse community of investment professionals, technologists, managers and other specialists. The firm attracts independent thinkers who share a commitment to achieving excellence in their respective lines of work and operating in our unique culture. Bridgewater was founded in 1975 and its principal offices are located in Westport, CT - an hour outside New York City.
Our Culture Bridgewater aspires to be an idea meritocracy in which radical transparency and believability-weighted decision-making allow the best ideas to prevail. Feedback is frequent and flows in all directions, meetings are recorded and shared, mistake-based learning is encouraged, and everyone is expected to uphold high standards of excellence and personal accountability.
Diversity and Inclusion (D&I) is central to that mission - to develop the deepest understanding of markets and economies we must find, retain, and grow the best talent across gender identity, race and ethnicity, sexual orientation, gained experiences, and more. To unlock the power of that diversity also requires an inclusive environment. In pursuit of this vision, Bridgewater has a full-time D&I team reporting to our CEO, vibrant affinity networks, and several companywide initiatives to drive progress. Ask your Bridgewater recruiter to learn more.
About the Finance Department 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. This responsibility is fulfilled by providing 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. To further Finance's impact, the Chief Financial Officer has launched an aggressive transformation platform to enrich insights, improve reporting, risk and control operations and ultimately develop more intimate, influential relationships with business leaders.
About the Revenue Team: The Revenue team oversees all of Bridgewater's sources of revenue, which includes client billing, projections and ad-hoc reporting and analytics. This small team operates in a dynamic, fast-paced environment providing in-depth insight to both internal and external stakeholders. The Revenue team oversees critical daily and monthly operations while partnering with Client Service, Legal, Finance and other business units across the firm to both evolve internal operations and launch new products/client relationships. Members of the Revenue team must be nimble, effective communicators and goal-oriented in order to deliver excellent analytical perspective to the CFO and company leadership on both a regular and ad-hoc basis.
About Your Role: The Finance Associate will help drive the evolution and execution of Bridgewater's revenue operations. The Finance Associate oversees all client billing, recurring and ad-hoc deliverables while simultaneously improving efficiency and customer satisfaction. The Finance Associate must be a nimble relationship manager, partnering with the Client Service, Legal, Operations and both in-house and out-of-house Finance teams to run critical financial processes, safeguarding BW's financial resources to maximize shareholder value. The Finance Associate will also partner with others on the Revenue team to deliver recurring and ad-hoc projects, including developing and maintaining financial models, systems and processes to more effectively manage risks, improve financial insights and inform business outcomes.
You will drive the following responsibilities: - Oversee client billing and invoicing, ensuring excellent and efficient execution and customer experience
- Deliver meaningful partnership to clients and business leaders, providing critical reporting, addressing inquiries and shaping future strategy
- Evolve Revenue operations, identifying problems, reducing risk and eliminating inefficiencies
- Conduct, compile and interpret financial analysis for Finance and business leaders to inform decision making
You will be a click for the role if you: - Possess an exceptional ownership mentality with a passion for problem solving and critical thinking
- Are highly organized, reliable and detail oriented
- Possess excellent independent thinking, ask good questions and take the initiative to improve current processes and metrics
- Excel at relationship building and communicating with stakeholders at all levels of the organization
- Think analytically, logically and agilely; can quickly iterate in a fast-paced environment and high-performance culture
Minimum qualifications: - Bachelor's degree with a strong academic track record
- Proven track-record of both managing and evolving high-volume, business critical processes
- Understand and can interpret core financial concepts and reports (financial statements, forecasts, accruals, etc.)
- Advanced skills in Microsoft Excel (financial modelling, pivot tables, management and formatting/visualization of high-volume data)
Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential.
In this role, you will grow with us by:
- Broaden finance expertise - revenue streams, billing arrangements, forecasting, etc.
- Process improvement, driving efficiency across teams and functions
- Stakeholder management, ability to partner with top executives
- Decision making, empowered and expected to think like a business owner
- Analytical, logical problem solving supported by enhanced modelling skills
One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits including:
- Health insurance with 100% premium covered and access to additional concierge medical services
- 401(k) plan with generous employer match
- Paid time off, including fully paid parental leave and a competitive PTO package
- Workplace flexibility and access to back up childcare
- Financial assistance for family building support, including adoption and egg freezing
- Workplace wellness, including on-site gyms, free meals and healthy snacks , and meditation rooms
- An engaged and active community that includes many company events, affinity networks, and extracurricular interest groups
Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations
This job description is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this job description, including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position.
Bridgewater Associates, LP is an Equal Opportunity Employer