Senior International Equity Analyst Job at Bailard, San Francisco, CA

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  • Bailard
  • San Francisco, CA

Job Description

Senior International Equity Analyst 
Founded in 1969, Bailard is a values-driven, independent asset and wealth management firm. Built by entrepreneurs and majority employee-owned, the firm attracts and retains talented individuals with intellectual curiosity, a passion for excellence, and a capacity for independent thought by maintaining a high-trust 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 non-U.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 bottom-up 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 self-starter 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 ex-U.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 day-to-day.
  • 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.
Qualifications:
  • Bachelor’s degree required.
  • 5-10 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 non-U.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.
Preferred Qualifications:
  • 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).
  • Master’s degree.
Where you’ll be:
  • This position is hybrid and will be in the San Francisco Bay Area.
  • Travel as required by the role.
We are an equal opportunity employer and value diversity. 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.

 

Job Tags

Full time, Work experience placement,

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