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Job Description
Bridgewater Associates is seeking a Portfolio Operations Associate to ensure accurate reporting to clients, CIOs, and regulators. The role involves overseeing a systematic data intake process, communicating with external vendors, and understanding regulatory filings.
Responsibilities:
- Executing and overseeing data consumption processes from third-party vendors.
- Understanding data consumption in systems and its use by downstream consumers.
- Reviewing regulatory filings and counterparty reporting.
- Driving initiatives to improve process quality, reliability, and efficiency.
Requirements:
- 4-year degree from an accredited undergraduate institution.
- 1+ years of experience in a finance, accounting, and/or reporting role within the investment management or financial services industry.
- Familiarity with investment management concepts.
- Strong technical skills including knowledge of database structures and proficiency in tools such as SQL and Excel are preferred but not required.
- Experience with regulatory compliance filings such as Form PF, 13-F, CPO-PQR, ADV, and AIFMD is preferred but not required.
- Independent thinker with problem-solving skills.
- Outstanding decision-making capabilities and good judgment.
- High degree of personal responsibility and ownership.
What Bridgewater Offers:
- Training program of structured classes and on-the-job apprenticeship.
- Opportunities to grow your career across Bridgewater.
