International Equities Investment Analyst

Bailard•San Francisco, CA

4d•Hybrid

About The Position

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.

Requirements

Bachelor’s 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

Nice To Haves

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

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