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Bridgewater Associates · 1 month ago

Associate, Counterparty Onboarding

Westport, CT

Full-time

Hybrid

New Grad, Entry Level

$110K/yr - $175K/yr

Bridgewater Associates is a premier asset management firm focused on delivering unique insights for sophisticated global institutional investors. The Counterparty Onboarding Specialist will orchestrate the end-to-end counterparty onboarding process, collaborating with various internal stakeholders to support the launch of new funds and maintain relationships with counterparties.

FinanceFinancial ServicesImpact Investing

Comp. & Benefits

No H1B

Responsibilities

Enabling the launch of new funds and mandates, markets, and instruments by executing the process of establishing credit lines and accounts with counterparties in close coordination with key stakeholders across the firm

Supporting ongoing reporting and account maintenance as required with counterparties (e.g. AUM, tax forms, AML/KYC, etc.)

Capturing, maintaining, and reporting accurate critical counterparty reference data to key internal and external stakeholders (e.g. Portfolio managers, attorneys, regulators, etc.)

Qualification

Counterparty onboardingAccount maintenanceCredit line establishmentStakeholder engagementProcess improvementCommunication skillsProblem-solvingDetail-oriented

Required

Direct experience onboarding and/or maintaining accounts and credit lines at top-tier firms (e.g. investment manager/hedge fund, broker-dealer, prime brokers/FCMs, custodian bank, etc.)

Able to work effectively with varied stakeholders (e.g. Front Office, Legal, Credit, Operations, etc.) and comfortable working against deadlines (e.g. launching a new fund on a particular date)

Organized, reliable, and detail oriented

Strong communication skills and a team player

Able to perceive, trouble-shoot and escalate problems both within the day-to-day deliverables as well as in the overall processes

Candidate should enjoy a mix of day-to-day/regular responsibilities along with participation in broader initiatives and process improvement projects