International Equities Investment Analyst
$90k - $105kFull-time
Bailard SF
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:
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:
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the International Equities Investment Analyst in San Francisco, CA vacancy
$100k
...but building what comes next.Job Title:Investment Analyst Program (IAP) 2027Company:... ...strategic initiatives to understand how international priorities and market dynamics shape local... ...skills, and abilities, as well as internal equity and alignment with market data.#LI-HBPeople...InternationalFull timeFor contractorsWork experience placementInternshipWork at officeLocal areaRelocationRelocation packagePrologis
San Francisco, CA7 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...InternationalRelocationInforCapital, partnership
San Francisco, CA2 days ago$1,000 per month
...pay Required Skills equity research financial modeling earnings analysis... ...peer benchmarking sector expertise investment thesis development written communication... ..., or as a publishing/lead Research Analyst (titles may include VP or Director)....SuggestedPart timeFor contractorsRemote workmicro1
San Francisco, CA9 days ago- As an Analyst in our Equity Capital Markets (“ECM”) team, you will be a key player in driving our... ...financial analyses, presenting both internally and externally to clients, and driving... ...1 year of work experience in an investment banking front office or related rule...SuggestedWork experience placement
JP Morgan Chase
San Francisco, CA3 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...SuggestedTemporary workSummer internshipWilliam Blair
San Francisco, CA4 days ago$110k - $135k
...solutions to prospective and current clients.Develops written internal and external marketing on pitch material.Supports deal teams in... ....0 - 3 years of successive relevant experience within investment and/or corporate banking.Shows initiative, prioritizes work, multi...Full timeContract workPart timeLocal areaBMO Bank
San Francisco, CA3 days ago$110k - $125k
...days agoSalary: $110,000 - $125,000Recruiter: Ridoy Rahman, VP Investment Banking M&A RecruiterWe are Partnering with a Technology... ...real work life balance”Title - Technology Investment Banking Analyst Location - San Francisco, CA Compensation: $110,000 -$125,000...Smith Arnold Partners
San Francisco, CA7 days ago$110k - $130k
...Job Description Job Description DC Advisory is an international investment bank committed to making a difference. As part of an established... ...more information, visit Requirements The Role As an Analyst on the Technology team, you will be responsible for...InternationalTemporary workWork experience placementWork at officeWork from home$130 per hour
...include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position Details Position: Investment Banking Expert Type: Contract Compensation: $130/hour Location: Remote Duration: Minimum four weeks Commitment: 10+ hours/week...Hourly payWeekly payFor contractorsSummer workBank staffRemote workMercor Inc
San Francisco, CA4 days ago$70k - $85k
...KKR is a leading global investment firm that offers alternative... ...funds that invest in private equity, credit and real assets and has... ...is seeking a Loan Operations Analyst with interest in loan operations... ...support, responding to client and internal reporting needs across SMAs...InternshipWork at officeLocal areaKKR
San Francisco, CA2 days ago$175k - $225k
...StatesSalary: $175,000.00 - $225,000.00Category: Banking & International, Investment BankingCompany: CitiThe Investment Banking Senior... ...capabilitiesContribute to building Citi’s franchiseManage and mentor analysts by providing detailed guidance and feedback, managing...InternationalFull timeCitigroup
San Francisco, CA3 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...
- ...Heartflow is a publicly traded company (HTFL) that has received international recognition for exceptional strides in healthcare innovation,... ...a direct role in shaping that trajectory. As Senior Financial Analyst, you'll sit at the center of near-term and long-range...InternationalContract workWork at officeLocal areaWorldwideRelocationShift work
HeartFlow
San Francisco, CA5 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...InternationalWork at office
BDO International
San Francisco, CA6 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...InternationalFull timePart timeWork experience placementWork at officeLocal areaFlexible hoursBenefitfocus
San Francisco, CA4 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- ...5growth Inc. dba i5invest in USA) As international tech M&A, corporate finance advisory, investor... ...evaluate partnership, acquisition and investment opportunities to drive growth for our... ...5+ years of experience in M&A, private equity, venture capital, hedge funds, or...InternationalFull timeWork at officeLocal areaFlexible hours
i5invest corporate development GmbH
San Francisco, CAa month ago $100.4k - $197.9k
...statutory, United States Generally Accepted Accounting Principles, International Financial Reporting Standards, or tax accounting... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive...InternationalLocal areaVisa sponsorshipDeloitte
San Francisco, CA4 days ago- ...The Analyst program at Union Square Advisors offers candidates the unparalleled opportunity... ...Square Advisors is a technology-focused investment bank that advises companies, founders,... ...on sell-side and buy-side M&A, growth equity and private capital raises, and strategic...Full time
Union Square Advisors
San Francisco, CA21 days ago $90 - $100 per hour
...tracks (US: Delaware General Corporation Law , SEC rules ; International: UK Companies Act 2006 , EU company law directives ).... ...a corporate attorney or general counsel at a major law firm, investment bank, or corporation. ~ Direct ownership of M&A transactions...InternationalContract workSummer workRemote workMercor
San Francisco, CA16 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...InternationalFull timeWork experience placementInternshipLocal areaRSM International
San Francisco, CA3 days ago- ...Financial Analyst ABC Industries was founded in 1962 and is one of the leading providers of specialty widgets in the world. Our... ...month end closing and reporting process for the domestic and international offices. Representative Responsibilities: Annual budget...InternationalWork experience placementLocal area
ABC Industries, Inc.
San Francisco, CA2 days 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...InternationalWork experience placementFlexible hoursCircle
San Francisco, CA5 days ago$95k - $120k
Investment Operations Analyst Our client, a well-established investment firm in the Bay Area, is seeking... ...brokers and custodians Partner with internal and external stakeholders on investment... ...relevant experience Experience with equity/fixed income securities, investment processing...Work at office$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 workWork at officeRemote work- ...Chicago (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base +... ...pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role...Full timeInternship
$125k - $155k
...Senior Analyst, Structured Finance Locations: Austin, TX | Denver... ..., and electrification—we are investing and innovating to deliver the... ...Finance to support tax equity, debt financing, and strategic... ...due diligence processes across internal teams and external advisors...InternationalWork at officeLightsource bp
San Francisco, CA3 days ago$125k - $165k
...management.Bachelor's degree in Business, Logistics, Engineering, International Studies, Supply Chain, or a related field; Master's degree... ...factors including experience, skills, job location, internal pay equity, and other relevant business considerations. Kuehne+Nagel...InternationalPermanent employmentFull timeContract workLocal areaKühne + Nagel
Brisbane, CA3 days ago$88.9k - $168.3k
...services, technology, life sciences, and manufacturing to name just a few. Experienced in serving clients with a local, national or international presence, and a number of diverse organizational structures, our professionals can help develop meaningful solutions for your...InternationalFull timeWork experience placementInternshipLocal areaFlexible hoursRSM International
San Francisco, CA4 days ago$275k
...capital planning, real estate budgeting, and investment justification for major portfolio... ...estate strategy Have experience with international market entry and global portfolio... ...competitive compensation and benefits, optional equity donation matching, generous vacation...InternationalWork at officeRelocationVisa sponsorshipFlexible hoursAnthropic
San Francisco, CA5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to International Equities Investment Analyst. Be the first to apply!
Related searches
- investment officer San Francisco, CA
- portfolio analyst San Francisco, CA
- investment analyst San Francisco, CA
- investment specialist San Francisco, CA
- investment banking analyst San Francisco, CA
- international analyst San Francisco, CA
- international accounting San Francisco, CA
- international intern San Francisco, CA
- senior international accountant San Francisco, CA
- international lawyer San Francisco, CA