About Bailard Join a Legacy of Values-Driven Excellence! Founded in 1969 Bailard is an independent values-based asset and wealth management firm distinguished by our entrepreneurial roots and majority employee ownership. Grounded in the principles of accountability compassion courage excellence fairness and independence we have cultivated a high-trust culture that prizes intellectual rigor and personal integrity. Bailard is purposefully differentand we view that distinction as a powerful strength. For several years weve been honored among the nations best workplaces a testament to our enduring commitment to our people. We are dedicated to creating an environment where individuals are empowered to grow thrive and feel genuinely supported by their team.
Who are you A strategist who synthesizes global macro trends political developments and market dynamics into clear investment insights. You will shape our international equity strategies by guiding country sector and thematic positioning from a top-down perspectivenot stock picking. As part of the research team youll collaborate with portfolio managers to assess global risks and opportunities identify secular growth trends and translate research into actionable recommendations that inform portfolio construction and articulate our investment narrative internally and externally. This role suits a systems thinker who can cut through complexity and communicate clearly.
Responsibilities
Generate top-down insights on global markets via macroeconomic thematic and geopolitical research
Evaluate country sector and thematic opportunities across non-U.S. equities
Present findings and recommendations to the investment team aiding portfolio positioning
Monitor global developmentseconomic data policy shifts market changesand deliver timely actionable insights
Contribute to internal research publications and investment communications
Collaborate across research trading client service and quantitative teams to support implementation
Qualifications
510 years in macro research global strategy or thematic investing
Deep understanding of economic political and financial drivers of global markets
Strong written and verbal communication skills able to distill complex ideas into clear research and presentations
Collaborative mindset with ability to contribute to team discussions and portfolio decisions
Advanced Excel skills; experience with Bloomberg FactSet or similar platforms
Bachelors degree required
Completion of a written and verbal assessment as part of the interview process
Preferred
Experience with international equity investing global macro investing sell-side strategy or cross-country/cross-sector equity research
Familiarity with programming/data tools (R Python SQL)
Knowledge of equity valuation quantitative factors or portfolio construction
CFA designation or progress toward it
Masters degree in finance economics or related field
Location & Travel
Hybrid position based in the San Francisco Bay Area
Travel as required
Bailard is an equal opportunity employer committed to diversity equity and inclusion. We value diverse backgrounds and perspectives as essential to innovation and success. We welcome candidates who bring their authentic selves and help foster a workplace where everyone feels valued and heard. All employment is decided based on qualifications merit and business need. Background and Credit check required. Pursuant to the San Francisco Fair Chance Ordinance Bailard will consider for employment qualified applicants with arrest and conviction records.
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