International Equity Strategy Analyst
About The Position
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. A macro researcher who synthesizes global economic 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 perspective—not stock picking. As part of the research team, you’ll 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.
Requirements
- 5–10 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
- Bachelor’s degree required
- Completion of a written and verbal assessment as part of the interview process
Nice To Haves
- 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
- Master’s degree in finance, economics, or related field
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 developments—economic data, policy shifts, market changes—and deliver timely, actionable insights
- Contribute to internal research publications and investment communications
- Collaborate across research, trading, client service, and quantitative teams to support implementation
Benefits
- Discretionary bonus
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
