International Equity Strategy Analyst (Hybrid position)

Bailard•San Francisco, CA

2d•Hybrid

About The Position

Founded in 1969, Bailard is an independent, values-based asset and wealth management firm distinguished by entrepreneurial roots and majority employee ownership. Grounded in the principles of accountability, compassion, courage, excellence, fairness, and independence, the firm has cultivated a high-trust culture that prizes intellectual rigor and personal integrity. Bailard is purposefully different and views that distinction as a powerful strength, having been honored as one of the nation’s best workplaces. The firm is dedicated to creating an environment where individuals are empowered to grow, thrive, and feel genuinely supported by their team. The ideal candidate is a macro researcher who synthesizes global economic trends, political developments, and market dynamics into clear investment insights. This role will shape international equity strategies by guiding country, sector, and thematic positioning from a top-down perspective, focusing on strategy rather than stock picking. As part of the research team, the analyst will 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 the investment narrative internally and externally. This position 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