About the Client Service Department

The goal of Client Service is to build and grow meaningful relationships with the world's largest, most sophisticated investors and help clients achieve their goals through high quality return streams and tailored insights. To this end, we deeply understand the global pools of capital, develop strategies to effectively develop relationships, and partner with clients on their most difficult investment and portfolio construction problems. We help our clients broaden their understanding of our investment process, strategies and performance as well as deepen their understanding of financial markets more generally.

About the Product Development and Implementation Team

The Product Development and Implementation team plays a pivotal role in helping our largest clients with their Bridgewater portfolios. The team explores and launches new products and custom portfolios for our clients, manages new client on-boarding, and provide day-to-day operational oversight for existing client mandates. The team sits at the nexus of various parts of Bridgewater and functions as a bridge connecting our senior executives, clients, and relationship teams to portfolio management, legal, and operations teams. This role offers a great opportunity to learn about the asset management business and Bridgewater's approach to client management, product development, and product implementation while working with leaders across the organization.

About the Role

As a Product Structuring and Implementation Specialist, you will help us achieve our mission by collaborating with our client, investment, and implementation teams at Bridgewater to execute on client projects related to launching and managing our funds, custom mandates, and products. The role has three broad areas of responsibility: (1) driving cross departmental initiatives related to launching new funds and products, (2) partnering on the creation and evolution of custom portfolios for our largest clients, and (3) serving as an expert for our clients in areas related to portfolio structuring and implementation. This person will collaborate with investment and implementation teams at Bridgewater, as well as clients, to execute projects. Those projects can range from questions about how we manage client portfolios, to building and launching custom investment mandates. In addition, portfolio specialists will partner on strategic initiatives that cut across our book of business or across Bridgewater departments. The ideal candidate must possess a balance of analytical, problem-solving, and project management capabilities, as well as have keen market and commercial awareness.

You will drive the following responsibilities:

• Partner with clients, client teams, and professionals across various Bridgewater departments (portfolio management, legal, and operations) to launch client portfolios, manage transitions and negotiate guidelines
• In partnership with Investment teams, shape and drive the product and commercial strategy for new and existing Bridgewater investments
• Collaborate with the team and other departments to support the project management and implementation of new product launches
• Support the on-boarding of new investment mandates, including negotiating commercial terms and fees
• Initiate and drive strategic initiatives that cut across clients and departments to enhance our portfolio implementation in response to broader investment and commercial strategic initiatives, client requirements, the competitive marketplace, and/or regulatory changes
• Liaise with global institutional clients in Asia, Middle East, Europe, and the US

You will be a click for the role if you:

• Are analytical, highly logical, and structured in your thinking
• Have the ability to perceive problems and resolve them by identifying and weighing tradeoffs
• Have strong investment understanding and track record working with complex investment products and teams
• Are able to communicate clearly and concisely across multiple stakeholders and projects to meet requirements, including communication of investment and legal subject matter
• Are a strong project manager and can practically drive initiatives and projects to resolution
• Have a broad understanding of the asset management industry in either a product development, business strategy, marketing, and/or product management role

Minimum Qualifications:

• Undergraduate degree from an accredited institution
• 2-8 years relevant experience building data driven business cases for investment or critical decision making
• Strong preference for candidates with experience working with sophisticated investment products and portfolios
• Strong analytical problem-solving skills
• Experience project managing and driving results for business initiatives
• Consulting and/or product development experience
• Strong proficiency in Excel and PowerPoint
• Partnership or direct work in financial services

Physical Requirements:

This role will follow a hybrid schedule, with an onsite requirement of 4 days. Required on-site locations and schedules vary by team, but will either be based in Westport, NYC or involve some degree of alternating between campuses.

Wage Range:

The wage range for this role is $135,000 - $215,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 70% - 90% of this wage range.