Senior Finance Associate, Revenue Senior Finance Associate, Revenue …

Bridgewater Associates
in Stamford, CT, United States
Permanent, Full time
Last application, 22 Jan 20
Competitive
Bridgewater Associates
in Stamford, CT, United States
Permanent, Full time
Last application, 22 Jan 20
Competitive
Senior Finance Associate, Revenue
About Bridgewater:

Bridgewater Associates is a global leader in institutional portfolio management and the world's largest and most successful hedge fund. At Bridgewater Associates, we are focused on having the deepest possible understanding of the global economy and financial markets, and translating that understanding into expertly constructed portfolios and meaningful relationships with institutional clients. Our track record of success for more than 40 years is grounded in our distinct culture, which brings together great people and enables them to operate in a culture of radical truth and radical transparency.

Based in Westport, Connecticut, Bridgewater manages more than $160 billion in assets for approximately 300 of the world's most sophisticated institutional investors, including public and corporate pension funds, university endowments, charitable foundations, supranational agencies, foreign governments, and central banks.

Our Culture:

Bridgewater's unique success is the direct result of our unique way of being. We want an idea meritocracy in which meaningful work and meaningful relationships are pursued through radical truth and radical transparency. We require people to be extremely open, air disagreements, test each other's logic, and view discovering mistakes and weaknesses as a good thing that leads to improvement and innovation. It is by continually striving together for the highest levels of truth and excellence that we create meaningful work and meaningful relationships. Within this culture, Diversity and Inclusion is a top priority because it is essential to finding the best talent in the world, enabling our idea meritocracy, and creating an environment where all types of people can thrive. We have a full-time team as well as affinity networks that work on these issues - If you would like to learn more, please let your Bridgewater recruiter know.

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 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.

About the Team:

The Revenue Team is responsible for client billing, customer service, and revenue analytics. The team operates in a fast-paced environment and provides key support for critical daily and monthly functions across Bridgewater's front and back office operations as well as thought partnership and business decision support to Client service and Senior Management.

About Your Role:

This individual will report to the Revenue Manager and will be responsible for working both collaboratively and independently to ensure accurate and timely client billing and excellent client customer support. Additionally, successful Revenue Associates will develop and hone communication, problem solving, and analytical skills while partnering with senior team members and management on various projects and improvement initiatives. With time and experience, the opportunity exists to take on additional responsibilities.

We are seeking candidates who are proactive contributors who possess a strong sense of personal responsibility, enjoy a challenge, and persist to overcome obstacles. They must be logical, with solid problem solving and math skills, a strong process improvement orientation and sophisticated Excel skills. Candidates should be detail-oriented, while also able to understand the bigger picture and make lateral connections across work streams. Given exposure to sensitive information, all candidates for this role must exhibit strong discretion.

You will drive the following responsibilities:
  • Calculate periodic management and performance fees and prepare client invoices; provide customer service and problem solve
  • Analyze and interpret complex fee language in legal documents, deduce revenue implications and translate into fee calculation models
  • Manage and maintain fee information databases, including fee structures, historical fee data, and client contact information
  • Provide fee related subject matter expertise, revenue data and analysis to support management initiatives and facilitate decision-making
  • Partner with team and revenue manager to envision, define, and drive opportunities for technology and process improvements while ensuring team responsibilities are balanced efficiently and are well controlled
  • Maintain and update process/control documentation
  • Be central point of contact for internal/external customers inquiries

Minimum Qualifications:
  • Degree in Finance, Accounting or Economics with a strong academic track record
  • 5-7 years of business experience, experience in financial services, fund administration or fund accounting
  • Computer savvy with strong proficiency in Microsoft Excel, experience with VBA a plus; ability to learn new programs/operating systems quickly
  • Strong attention to detail, but also synthesize the big picture by identifying connections and relationships in data
  • Excellent written and verbal communication skills
  • Logical with strong common sense
  • Commitment to delivering quality results and overcoming impediments and challenges in a time-sensitive environment
  • Ability to juggle and prioritize multiple streams of work; flexibly and the ability to stay calm under pressure

Why Choose Bridgewater?
  • 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
  • And more

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

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