International Equities Investment Analyst
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. 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, we’ve been honored as one of the nation’s 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.
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
Benefits
- Majority employee ownership
- Equal opportunity employer committed to diversity, equity, and inclusion
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
