Job Description
About Bailard Join a Legacy of Values-Driven Excellence! 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.
Who are you 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.
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
Qualifications - 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
Preferred - 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
Location & Travel - Hybrid position based in the San Francisco Bay Area
- Travel as required
Salary & Bonus $150,000 - $200,000, plus discretionary bonus
Note: If you have been employed by Charles Schwab & Co., Inc. (including any Schwab affiliates) in a client-facing position within the past 12 months, please provide your job title and last date of employment
Bailard is an equal opportunity employer committed to diversity, equity, and inclusion. We value diverse backgrounds and perspectives as essential to innovation and success. We welcome candidates who bring their authentic selves and help foster a workplace where everyone feels valued and heard. All employment decisions are based on qualifications, merit, and business needs.
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.
More information on Bailard awards can be found at:
Job Tags
Full time, Shift work