Job Description
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 different and we view that distinction as a powerful strength. For several years weve been honored as one of 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.
Position Overview Bailard is seeking an investment analyst to join its International Equities team to support portfolio managers and analysts for all non-U.S. equity strategies. The role requires thorough portfolio analytics reporting model maintenance and process improvement initiatives. The investment analyst role offers hands-on experience across the full spectrum of portfolio management.
Who are you You have a genuine passion for investing and strong curiosity about global economics businesses markets and the factors that drive investment outcomes. You are comfortable working with incomplete information inquisitive eager to learn and motivated to continuously expand your knowledge and capabilities.
Equally important you bring a high level of rigor organization and attention to detail in what you do. You take ownership of your work while collaborating within the team and broader firm to deliver high-quality results.
Key Responsibilities Prepare investment reports portfolio analytics and spreadsheet-based deliverables for internal use client communications and/or business development
Maintain and update financial models investment databases and reporting tools used by the International Equities team
Develop and maintain dashboards and reports to support investment decision-making
Perform quality control checks on investment data models performance attribution and other reports to ensure a high degree of accuracy; collaborate with investment client service and operations teams to resolve issues
Support process improvement and automation initiatives to enhance efficiency and scalability of the investment platform
Qualifications Bachelors degree in economics business finance or a related field
Demonstrated ability to foster strong working relationships across teams and functions
Strong aptitude for bridging the gap between quantitative data and written/verbal narratives
Demonstrated ability to navigate complex systems data sources and workflows synthesizing information across platforms to deliver accurate analysis
Track record of attention to detail in high-impact time-sensitive situations
Proficient in Excel
Preferred 1-3 years of relevant professional experience in an investing role
Knowledge of equity valuation quantitative factors portfolio analytics and/or macroeconomic modeling
Familiarity with programming/data tools (R Python SQL)
Experience with financial data sets or platforms such as Bloomberg or FactSet
Location Hybrid position based in the San Francisco Bay Area
Salary $90000-$105000
** The posted salary range is intended for an entry-level hire. Candidates with substantial related experience may be considered for compensation outside the posted range based on their qualifications and experience.
Note: If you have been employed by Charles Schwab & Co. Inc. (including any Schwab affiliates) in a client-facing position within the past 12 months please provide your job title and last date of employment
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 decisions are based on qualifications merit and business needs. Background and reference checks are required. Pursuant to the San Francisco Fair Chance Ordinance Bailard will consider for employment qualified applicants with arrest and conviction records.
More information on Bailard awards can be found at:
Required Experience:
Junior IC
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Job Tags
Full time