Investment Analyst – Private Markets – Manager Selection

Dalio Family Office

Dalio Family Office Overview:

The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO’s culture is built around meaningful work and meaningful relationships and the family’s commitment to giving back. The office is headquartered in Westport, CT with satellite offices in New York City, Singapore, and Abu Dhabi.

Investment Pillar Overview:

The Investment Pillar of the DFO is responsible for the management of the investment portfolios for the various entities associated with the Dalio Enterprise.

Position Summary:

The DFO is seeking an entrepreneurial, intellectually curious and motivated individual with at least 1 year of financial industry experience to become an integral member of the close-knit Private Markets team. The Private Markets team is responsible for overseeing and evaluating illiquid investments (such as private equity, venture capital, real estate, credit, and related investments) within the Investment Pillar of the DFO. This role will focus on manager selection across private investment sub-categories. While covering the Private Markets portfolio, the successful candidate may be asked to work on broader investment-related projects or in other asset classes. This is a three (3) year term position that may be extended should the opportunity evolve accordingly. It is not uncommon for a successful candidate to pursue their MBA after the 3-year term and be mentored and coached in his or her pursuit should the candidate have interest. Additionally, this is a unique opportunity to receive training in Private Markets investments at a sophisticated family office platform. The expectation is for this position to work out of the New York City office and travel to the Westport office when needed.

Responsibilities include, but are not limited to:

Overall: Assist in the evaluation, selection, and monitoring of Private Markets investment managers. This includes supporting all aspects of the investment due diligence and monitoring process, including documenting meetings with existing and prospective managers, obtaining and maintaining all necessary data, assisting in the quantitative and qualitative assessment of investments, and monitoring the progress of existing exposures.
Proactive Research: Create and maintain reports to track prospective investments and areas of opportunity. This includes ongoing pipeline management; analysis of managers, companies, and investment themes; putting together market maps when applicable; and comparing the attractiveness of opportunities within and across private sub-categories.
Investment Due Diligence: Support the manager due diligence process by liaising with managers to collect necessary information, performing targeted analyses, participating in due diligence meetings and reference calls, and recording and summarizing the takeaways from these activities.
Investment Recommendation: Assist in producing materials supporting the investment recommendation process, including investment memos, presentations, and evaluation/scoring of investment criteria.
Portfolio Monitoring: Create and maintain models to project investment exposures, outcomes, and liquidity. Analyze portfolio exposures, leveraging third-party software as needed.
Reporting: Assist in the preparation of reporting materials for key DFO stakeholders.
Process Improvements: Assist in driving quality and process improvements for data analysis, management, and integrity.
Strategic Projects: Assist in executing special project requests on an as-needed basis.

Apply for this role if you have:

At least 1 year of finance or business experience.
Strong analytical and quantitative capabilities.
Intellectual curiosity and critical reasoning skills.
Highly motivated self-starter. Desire to “roll up his/her sleeves” to get the job done, and to learn.
Resourcefulness in thinking “outside the box” and finding ways to obtain information when needed.
Superior written and verbal communication skills.
Attention to detail, ability to juggle multiple tasks and respond to changing priorities.
High ethical and professional standards.
Ability to function well as a member of a small team. Track record of being open, collaborative, dependable, coachable, and supportive in the long-term interests of the team.
Fluency in Microsoft Excel and PowerPoint.
Open to travel to various global jurisdictions in support of portfolio goals.
Passionate about the meritocratic culture described by Ray Dalio in his book Principles: Life and Work.

Qualifications:

At least one year of experience in investment management, finance, business or related role.
Bachelor’s degree demonstrating strong academic performance; significant coursework in economics or finance preferred.

Compensation:

Compensation for the role includes a competitive salary in the range from $100,000 - $140,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k.

Please note that we do not provide immigration sponsorship for this position.

At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.

Apply for this Job

* Required

First Name *

Last Name *

Email *

Phone *

Resume/CV *

Dropbox Google Drive

(File types: pdf, doc, docx, txt, rtf)

Cover Letter

Dropbox Google Drive

(File types: pdf, doc, docx, txt, rtf)

LinkedIn Profile

Have you ever been engaged in the recruiting process, spoken to anyone about a role at the Dalio Family Office or Bridgewater Associates, or interviewed for a position? *

If "Yes", please elaborate.

Have you ever worked at or with the Dalio Family Office or Bridgewater Associates in any capacity? *

If "Yes", please elaborate.

How did you hear about the Dalio Family Office? *

Through an employee – Who? What is your relationship to them?
Other – How?

Are you, a relative*, partner, or member of your household: currently employed by, having prior employment history with, and/or having any past or present affiliation** with an: asset management firm, asset management consulting firm, institutional investor (e.g., corporate or public pension fund, sovereign wealth fund/central bank, hedge fund of funds or External-Chief Investment Officer, or money management office of an endowment/foundation/family office), a broker or dealer in a trading or sales capacity, or a service provider or outside partner to Bridgewater (only if you are already aware). *Child, stepchild, grandchild, parent, stepparent, grandparent, spouse, sibling, in-law, domestic partnership, or adoptive relationship **Officially attached to or connected to an organization in volunteer, paid or non-paid, in a substantial or consultative fashion, including serving on the board of directors or governance board *

If "Yes" please elaborate including whether your organization has any current interface with Bridgewater or the Dalio Family Office?

Are you legally authorized to work in the US? *

Will you now or in the future require "sponsorship for an immigration-related employment benefit?" *

For purposes of this question, “sponsorship for an immigration-related employment benefit” means “the submission by the Dalio Family Office to U.S. immigration or consular officials of forms or supporting documents requesting approval of:

*an H-1B visa petition,
*an O-1 visa petition,
*an E-3 visa petition,
*TN status,
*any employment-based visa petition on behalf of an individual in F-1, F-2, J-1, L-1, L-2, or any other nonimmigrant visa status, and
*‘job flexibility benefits’ (also known as 1-140 portability or Adjustment of Status portability) for long-delayed adjustment of status applications that have been pending for 180 days or longer.”
(Please ask us if you are uncertain whether you may need sponsorship for an immigration-related employment benefit or desire clarification.)

Consent to Recording *

I acknowledge that it is the Dalio Family Office’s (DFO) practice to record phone calls and in-person meetings for training and efficiency purposes. I understand that under Connecticut law, the DFO must obtain written consent from a party before recording any calls with the party. This letter constitutes my consent to the recording of any and all telephone calls or meetings between me and DFO personnel made on or after the date hereof relating to my interest in the DFO.

For purposes hereof, "DFO personnel" means any DFO employee, consultant or other individual contacting me on DFO’s behalf in connection with my interest in the DFO.
By stating "I Agree" and continuing, I acknowledge that I am signing this acknowledgement and consent electronically and agree that such electronic signature will be deemed the equivalent of an original for all purposes. My electronic signature represents that I have read, understand and agree to the terms hereof.

I Agree
I Do Not Agree

Are you subject to any agreements that may hinder your ability to work (e.g. non-compete)? *

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Dalio Family Office’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Gender

Are you Hispanic/Latino?

Please identify your race

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Veteran Status

Voluntary Self-Identification of Disability

Form CC-305

Page 1 of 1

OMB Control Number 1250-0005

Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury

Disability Status

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Our system has flagged this application as potentially being associated with bot traffic. Please turn off any VPNs, clear your browser cache and cookies, or try submitting your application in a different browser. If this issue persists, please reach out to our support team via our help center.

Please complete the reCAPTCHA above.