Senior International Equity Analyst
Senior International Equity Analyst
Posted on :
06-04-2025
Employer Active
1 Vacancy
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Yearly Salary
USD 150000 - 200000
Vacancy
1 Vacancy
Posted on :
06-04-2025
Job Description
Senior International Equity Analyst
Founded in 1969 Bailard is a valuesdriven independent asset and wealth management firm. Built by entrepreneurs and majority employeeowned the firm attracts and retains talented individuals with intellectual curiosity a passion for excellence and a capacity for independent thought by maintaining a hightrust culture that fosters professional growth and personal responsibility.
The Opportunity:
The Senior International Equity Analyst is a key member of the Bailard research team. This role will perform thematic macroeconomic and fundamental equity analysis to support our portfolio managers across our nonU.S. equity strategies. The role will also be integral to monitoring and implementing our strategies and communicating results and insights to clients. With a global perspective that incorporates political economic and financial risks and opportunities across various markets combined with a strong bottomup framework this role will evaluate secular growth trends identify new investment opportunities and develop and communicate recommendations. Additional responsibilities include responding to client requests as needed and development of short thematic investor briefs. The ideal candidate will be a passionate selfstarter with a desire and potential to grow into portfolio management responsibility.
Responsibilities:
Founded in 1969 Bailard is a valuesdriven independent asset and wealth management firm. Built by entrepreneurs and majority employeeowned the firm attracts and retains talented individuals with intellectual curiosity a passion for excellence and a capacity for independent thought by maintaining a hightrust culture that fosters professional growth and personal responsibility.
The Opportunity:
The Senior International Equity Analyst is a key member of the Bailard research team. This role will perform thematic macroeconomic and fundamental equity analysis to support our portfolio managers across our nonU.S. equity strategies. The role will also be integral to monitoring and implementing our strategies and communicating results and insights to clients. With a global perspective that incorporates political economic and financial risks and opportunities across various markets combined with a strong bottomup framework this role will evaluate secular growth trends identify new investment opportunities and develop and communicate recommendations. Additional responsibilities include responding to client requests as needed and development of short thematic investor briefs. The ideal candidate will be a passionate selfstarter with a desire and potential to grow into portfolio management responsibility.
Responsibilities:
- Identify and analyze opportunities based on fundamental thematic and macroeconomic considerations to derive equity recommendations across ACWI exU.S. investment universe; present recommendations to the team in both verbal and written formats.
- Compile clear and accurate reports on investment strategies portfolio performance and/or market insights; interact with consultants institutional clients as well as internal clients.
- Collaborate with PMs in monitoring portfolio quantitative trading and reporting systems to implement investment strategies daytoday.
- Collaborate with internal quantitative fundamental trading client service and sales teams to execute on existing processes and improve them.
- Monitor global markets economic indicators and geopolitical events to provide timely insights.
- Conduct macroeconomic research to understand country/regional economic environments linking with equity fundamentals and investment outcomes.
- Collaborate with other team members to publish thematic research briefs.
- Bachelors degree required.
- 510 years of relevant work experience in a global investment role.
- Ability to leverage highly effective written and verbal communication skills.
- Excellent interpersonal skills that translate into an ability to lead as well as to support the team in all areas of the investment process.
- Proven track record in recommending themes equities or building nonU.S. equity portfolios. Demonstrated ability to conduct original thoughtful and independent research.
- Advanced knowledge of Excel.
- Knowledge of FactSet Bloomberg or other financial data platforms.
- Must successfully pass a written and verbal exam related to the role which will be provided during the course of the interview process.
- CFA designation.
- Experience working with portfolio management software.
- Knowledge of financial statements and financial modeling techniques.
- Proficiency in economic modeling and/or data analysis (e.g. SQL R Python).
- Masters degree.
- This position is hybrid and will be in the San Francisco Bay Area.
- Travel as required by the role.
Required Experience:
Manager
Employment Type
Full-Time
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