Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

International Equities Investment Analyst

$90k - $105k

Bailard SF

Job Description

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.

Position Overview 
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.   

Who are you
You have a genuine passion for investing and strong curiosity about global economics, businesses, markets, and the factors that drive investment outcomes.  You are comfortable working with incomplete information, inquisitive, eager to learn, and motivated to continuously expand your knowledge and capabilities. 
Equally important, you bring a high level of rigor, organization, and attention to detail in what you do.  You take ownership of your work while collaborating within the team and broader firm to deliver high-quality results. 

Key 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 

Qualifications 
•    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  
 
Preferred 

•    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

Location 
Hybrid position based in the San Francisco Bay Area 

Salary 
$90,000-$105,000

** The posted salary range is intended for an entry-level hire. Candidates with substantial related experience may be considered for compensation outside the posted range based on their qualifications and experience.
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 reference checks are 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:

Powered by JazzHR

G7jKgYiVvi

Vacancy posted 29 days ago
Similar jobs that could be interesting for youBased on the International Equities Investment Analyst in San Francisco, CA vacancy
  • $90k - $105k

     ...empowered to grow thrive and feel genuinely supported by their team. Position Overview 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... 
    International
    Full time

    Bailard

    San Francisco, CA
    26 days ago
  • $150k - $170k

     ...venture fund managing over $1 billion in assets, seeking an Investment Analyst for its San Francisco team.**Key Responsibilities:**-...  ...proficiency- Strong financial modeling and analytical skills- International markets or ESG/impact investing background preferred- French... 
    International
    Relocation

    InforCapital, partnership

    San Francisco, CA
    3 days ago
  • 2028 Investment Banking Summer Analyst Program - San Francisco, Technology, Media & Telecom Group Candidates are limited to one application per recruiting...  ...a full range of investment banking services (M&A, Equity Capital Markets, Leveraged Finance, and Restructuring) to... 
    Suggested
    Summer work
    Internship
    Immediate start
    Worldwide

    Jefferies

    San Francisco, CA
    4 days ago
  • $260k - $315k

     ...Our client, a highly regarded international law firm, is seeking a Corporate M&A Associate with 3+ years of transactional experience to join...  ...to work on sophisticated mergers and acquisitions, private equity transactions, and other strategic corporate matters. The successful... 
    International

    Permanent Placements LLC

    San Francisco, CA
    4 days ago
  • $110k

     ...communities.Piper Sandler is currently seeking a Class of 2027 Investment Banking Analyst for our Healthcare Biotech team in our San Francisco, CA...  ...financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring... 
    Suggested
    Full time
    Work at office
    Work visa

    Piper Sandler Companies

    San Francisco, CA
    3 days ago
  • $110k - $135k

     ...Francisco, California, United StatesSalary: $110,000.00 - $135,000.00Category: Banking & InternationalCompany: CitiThe Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well... 
    Full time

    Citigroup

    San Francisco, CA
    4 days ago
  • $125k

     ...transaction execution and the delivery of investment banking products and services to...  ...training and mentorship to summer interns and less experienced Analysts.Responsibilities include but may...  ...valuation analyses to value debt and equity for mergers, acquisitions and... 
    Temporary work
    Summer internship

    William Blair

    San Francisco, CA
    4 days ago
  •  ...A leading investment bank seeks an Investment Banking Analyst in the San Francisco area. The role requires building financial models, conducting industry research, and preparing client presentations. Ideal candidates should have a finance-related bachelor's degree and... 

    TEEMA Solutions Group

    San Francisco, CA
    2 days ago
  • $120k - $130k

     ...Investment Banking Analyst IIICitizens is seeking an ambitious Investment Banking Analyst III to join our Investment Banking team in San Francisco...  ...of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other... 
    Flexible hours

    Citizens Financial Group, Inc.

    San Francisco, CA
    2 days ago
  •  ...FT Partners The Only Investment Bank Focused Exclusively on FinTech...  ...and working together, both internally and externally. We are always...  ...through July each summer. Summer Analysts will have the unique...  ...U.S. Investment Banking and Equity Research businesses are conducted... 
    Apprenticeship
    Summer work
    Summer internship
    Work at office
    Local area
    Flexible hours
    Night shift

    Financial Technology Partners

    San Francisco, CA
    5 days ago
  •  ...Barclays offers an MBA-focused graduate program in its Investment Banking division. After intensive training, you join industry, product or geographic groups and work on live deals and client pitches. You will gain hands-on experience across financial analysis, modelling... 

    Archer

    San Francisco, CA
    1 day ago
  •  ...Pinnacle Group is seeking a Fund Investment Associate to join its investment team in the San Francisco Bay Area. The Associate will evaluate and monitor venture capital fund investments, perform manager due diligence, portfolio monitoring, and industry research, while... 

    Pinnacle Group

    San Francisco, CA
    1 day ago
  •  ...Financial Technology Partners in San Francisco is seeking an Investment Banking Analyst to work on live transactions and business development efforts. You will build models, conduct research, and prepare presentations while supporting client engagements and due diligence... 

    Financial Technology Partners

    San Francisco, CA
    2 days ago
  • $260k - $365k

     ...bonus + comprehensive benefitsOverviewA highly regarded international law firm is seeking a mid-level Corporate/M&A Associate (...  ...This team advises public and private companies, private equity sponsors, investment banks, and other sophisticated clients on complex domestic... 
    International
    Flexible hours

    CyberCoders

    San Francisco, CA
    1 day ago
  •  ...Mizuho Financial Group Inc. is seeking an Investment & Corporate Analyst to design, originate, structure and execute financial advisory, capital markets and syndicated loan solutions for clients in the US and Canada. You will perform research, financial modeling and... 

    Mizuho Financial Group

    San Francisco, CA
    3 days ago
  • $150k - $240k

    A Career with Point72’s Fundamental Equities Business Fundamental Equities is Point72’s largest and longest-tenured investing business. For more than 30 years, we have equipped our analysts and portfolio managers with the resources, autonomy, and support we believe they... 
    Work experience placement

    Point72

    San Francisco, CA
    4 days ago
  • $250k

     ...Healthcare Investment Banking Analyst / Associate – Career Launch AI Talent Network Location: San...  ...technology Experience in IB, consulting, equity research, or life sciences preferred...  ...Prior IB or finance experience Internal referrals Career Launch AI... 
    Full time

    Career Launch AI

    San Francisco, CA
    4 days ago
  • Equity Research Analyst (Entry-Level) - Career Launch AI Talent Network About This Role Equity Research roles like this — especially at top...  ...Career Launch AI. You can join at About the Role A leading investment bank is seeking an Equity Research Analyst to support... 
    Internship

    Career Launch AI

    San Francisco, CA
    3 days ago
  •  ...Tech M and A Investment Banking Analyst, Associate and Vice President About the Company Acclaimed M&A investment bank Industry Investment Banking Type Privately Held About the Role The Company is a prominent M&A investment bank with a focus on... 

    Confidential

    San Francisco, CA
    3 days ago
  •  ...Dodge & Cox is seeking an International Quantitative Equity Trader to join the Equity Trading Team in San Francisco. You will trade Asia/Europe markets...  ...execution strategies, and collaborate with research analysts, PMs, and policy committees. The role emphasizes... 
    International

    Dodge & Cox

    San Francisco, CA
    3 days ago
  • $175k - $225k

     ...winning culture? Start your Voyage -Apply NowJob PurposeThe Voya Investment Management (Voya IM) Mortgage Derivatives Team manages...  ...Additional InformationThis position may require both domestic and international travel.#LI-MG1Compensation Pay Disclosure:Voya is committed... 
    International
    Full time
    Part time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Benefitfocus

    San Francisco, CA
    4 days ago
  •  ...Summary:As a team member in our Alternative Investments practice, the Tax Manager will assist...  ...to BDO’s Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.Job...  ...Delivers high quality federal, state, and international tax compliance servicesLeads complex... 
    International
    Work at office

    BDO International

    San Francisco, CA
    1 day ago
  • $131k

     ...transportation space and growing rapidly in both the U.S. and internationally. This is an excellent opportunity for an intellectually...  ...to participate in Uber's bonus program, and may be offered an equity award & other types of comp. All full-time employees are eligible... 
    International
    Full time
    Work at office
    Remote work

    Uber

    San Francisco, CA
    1 day ago
  • $112.5k - $147.5k

     ...responsible for: Circle is looking for a Senior Finance Systems Analyst to join the growing Finance Systems team that will play a...  ...finance automation and streamlining of core finance processes, international expansion in current and future finance systems.What you'll work... 
    International
    Work experience placement
    Flexible hours

    Circle

    San Francisco, CA
    5 days ago
  • $200k

    Senior Investment Analyst | Crypto/Digital Assets - DeFi | Remote / San Fran | $200K base plus strong upside We are working with a specialist digital asset investment fund looking to add a Senior Investment Analyst to a lean, highly experienced investment team. The fund... 
    Temporary work
    Work at office
    Remote work

    Albert Bow Limited

    San Francisco, CA
    2 days ago
  • $126.1k - $253k

     ...in achieving our clients’ strategic objectives. RSM’s Foreign Investment Practices specifically seek individuals with strong cultural...  ...management and critical thinking skills · Experience in dealing with international tax matters a plus At RSM, we offer a competitive benefits... 
    International
    Full time
    Work experience placement
    Internship
    Work at office
    Local area

    RSM International

    San Francisco, CA
    3 days ago
  • $125k - $170k

     ...tooling that strengthens how the work gets done across the team.Key ResponsibilitiesInvestment OperationsReconcile Dodge & Cox's internal investment accounting records to custodian banks using Electra Reconciliation; own exceptions end-to-end — researching root cause using... 

    Dodge & Cox

    San Francisco, CA
    5 days ago
  •  ...Initio Capital is seeking an AI Operations Research Analyst to identify promising markets, companies, products, and growth opportunities. You will turn ambiguous information into clear research, structured analyses, prioritized target lists, and actionable recommendations... 
    Remote work
    Flexible hours

    Initio Capital LLC

    San Francisco, CA
    3 days ago
  •  ...provide a first-class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are...  ...and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current... 
    International
    Temporary work
    Work experience placement
    Local area

    Testing Site - JPMC

    San Francisco, CA
    4 days ago
  •  ...Francisco Hybrid 4 month contract Position Summary The Treasury Analyst plays a key cross-functional role supporting two global teams:...  ...This position is responsible for core cash-flow forecasting, international cash management, and key debt-management initiatives.... 
    International
    Hourly pay
    Contract work
    Remote work

    Randstad

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to International Equities Investment Analyst. Be the first to apply!