Finance Associate, Business Planning & Analysis at Bridgewater Associates | Westport, United States | Rezi

Finance Associate, Business Planning & Analysis at Bridgewater Associates

Finance Associate, Business Planning & Analysis

Bridgewater Associates · Westport, United States

Yesterday

Finance Associate, Business Planning & Analysis

Bridgewater Associates · Westport, United States

2 days ago
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About the Role

The Finance Associate will be a critical driver of Finance’s strategic partnership with Bridgewater’s business leaders. This role involves understanding business goals, engaging with leaders on metrics, operating financial processes, safeguarding financial resources, and evolving processes to manage risks and improve financial insights. The core of the role is strategic partnership, shaping decisions before they are made and helping leaders deploy resources against their highest-conviction opportunities.

Responsibilities

  • Partner with business leaders to help identify and shape strategic opportunities
  • Pressure-test unit economics, pricing, and capacity before the business commits resources
  • Model compensation plans and help structure deals before they are signed
  • Track capital deployment deal-by-deal from commitment through realization, and use AI to make approvals and controls faster and sharper
  • Own end-to-end partnership between finance and a particular business unit of the company, including continuously evolving the way that finance provides strategic value to the business
  • Drive yearly financial planning process in partnership with senior leaders at the company, including shaping and producing a multi-year budget reflective of business priorities
  • Craft board-level communications on high-ROI investment cases for the company
  • Influence business decisions through proactively driving unique analyses and shaping the forecast; including comprehensive modeling to inform decision-making
  • Take financial analysis to the next level by bringing leadership into their financial narrative – communicating the story around the numbers including running financial conversations, preparing presentations and communications to leadership, and having a seat at the table in financial conversations
  • Serve as an independent financial control, ensuring that each dollar is accounted for and spent wisely

Requirements

  • 1–4 years of analytical experience in a field such as corporate finance, FP&A, accounting, investment banking, management consulting, business planning, etc.
  • Demonstrated experience building financial models, scenario analyses, and structured recommendations to support business decision-making
  • Advanced proficiency with the core tools of modern finance, including expert-level Excel, plus hands-on experience using AI tools and large language models to raise the speed and quality of analysis
  • Strong ownership mindset with the ability to take initiative, solve problems creatively, and carry work from idea through execution
  • High analytical horsepower with the ability to adapt quickly in a fast-paced, high-performance environment
  • Exceptional communication skills, including the ability to partner with senior leaders, ask sharp questions, and build trust through clarity and sound reasoning
  • Comfort challenging assumptions thoughtfully and bringing data-driven perspectives to discussions
  • Interest in leveraging technology and staying current on AI and automation trends to improve efficiency and decision-making
  • Strong organizational skills and attention to detail, ensuring timely, high-quality deliverables
  • Bachelor’s degree with a strong academic record

Skills

  • AI tools
  • Large language models
  • Excel
  • Financial modeling
  • Scenario analyses
  • Structured recommendations
  • Analytical thinking
  • Problem-solving
  • Relationship building
  • Effective communication
  • Independent thinking
  • Data-driven decision-making
  • Organizational skills
  • Attention to detail

Location

  • NYC
  • Westport

Work Type

  • 4-day onsite requirement

Experience Level

  • 1-4 years

Education Level

  • Bachelor's degree

Salary/Compensations

  • $120,000 - $180,000

Benefits

  • Competitive suite of benefits

About the Company

  • 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.
  • Founded in 1975, we are a community of independent thinkers who share a commitment for 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.
  • Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission.
  • Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better.
  • Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest.
  • Operating this way is hard – it's only possible because we build meaning in our work and relationships.
  • This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself.
  • The culture, like Bridgewater itself, is always evolving.
  • Today the culture sits, alongside our people, as our most important edge.
  • When we get it right, it’s the engine that powers everything else.
  • 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.

Equal Opportunity

  • Bridgewater Associates, LP is an Equal Opportunity Employer