International Equities Investment Analyst
San Francisco Full-time Mid-level Investment & Corporate Development
At a glance
Mid-level Investment & Corporate Development role at Bailard. San Francisco · full-time · $90,000–$105,000 base.
SalaryStated by Bailard
$90,000 – $105,000
Base salary for this role, in USD per year, as published in the posting.
This role, from BailardOur estimate for the market: $115,000–$186,225Median $135,500
Below the market median of $135,500 for mid-level investment & corporate development roles in San Francisco.
Worked out from 35 postings that stated pay, median $135,500. Last updated Oct 20, 2026.
RoleInvestment & Corporate Development
SeniorityMid-level
LocationSan Francisco
EmploymentFull-time
Base pay$90,000–$105,000
PostedOct 12, 2026 · 10d ago
Role brief
financeroles summary, based on the employer's posting.
What you'll do
- Prepare portfolio analysis and investment reports for internal teams, client materials and business development
- Keep the International Equities team’s financial models, investment data and reporting tools current
- Build dashboards and reports that help inform investment decisions
- Check data, models and performance attribution for accuracy, then work with partner teams to fix issues
- Improve and automate investment workflows to make the platform more efficient and scalable
What you bring
- A bachelor’s degree in economics, business, finance or a related discipline
- Strong Excel skills and careful work on important, time-sensitive analysis
- The ability to connect quantitative findings with clear written or spoken explanations
- Experience bringing together information across complex systems, data sources and workflows
Who this fits
This role suits someone curious about investing and global markets who is organized, precise and comfortable working with incomplete information. It is a hybrid position based in the San Francisco Bay Area. One to three years in an investing role is preferred, along with familiarity with equity valuation, portfolio analytics or listed programming and financial-data tools.
From the employer
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: www.bailard.com/awards
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: www.bailard.com/awards