International Equity Strategy Analyst

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. For several years, we’ve been honored as one of the nation’s best workplaces, a testament to our enduring commitment to our people.

About the role

As a macro researcher, you will synthesize 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. 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

• 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.

Pay

$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.