Research Equity Analyst

San Francisco, California
Salary commensurate with experience + performance based bonus
May 11, 2022
Jul 10, 2022
Passed CFA Level I
Employment Type
Full Time


About Bailard

Bailard, headquartered in Foster City, California, is a privately owned investment firm offering innovative, intelligently designed investment products to its institutional and private clients. We proudly serve over institutional and private clients with over $5 billion of assets under management. The company has over a 50-year history of stability and innovation that brings strong, consistent results, offering proprietary investment strategies and products. Bailard attracts and retains talented individuals with intellectual curiosity, a passion for excellence, and a capacity for independent thought.

The Opportunity

The Equity Analyst is a key member of the Bailard research team. This role will perform fundamental equity analysis to support our portfolio managers across multiple strategies. With a growth at the right price (GARP) framework, this role will be responsible for evaluation of secular growth trends, identification of new investment opportunities, and development and communication of recommendations. Additional responsibilities include outward facing duties including responding to client requests as needed and development of short thematic investor briefs. The ideal candidate will be a self-starter with a desire to grow into portfolio management responsibility.


  • Perform fundamental investment analysis utilizing a range of valuation techniques
  • Identify and analyze secular growth opportunities and derive equity recommendations
  • Present equity recommendations to the team in both verbal and written formats
  • Collaborate with other team members to publish industry research briefs
  • Interact with management teams and sell side analysts and attend industry conferences
  • Respond to client questions as needed


  • Bachelor’s degree required with a background, experience or demonstrated interest in economics and finance
  • 3-7 years of relevant work experience in an investment research role
  • Excellent academic record from a top tier university, proven history of curiosity and passion for investing
  • Interest in pursuing or progress towards an MBA and/or CFA or similar
  • Advanced knowledge of Excel, financial statements and financial modeling techniques
  • Strong interest in and/or experience in financial markets
  • Excellent analytical, organizational and communication skills
  • Ability to translate data into actionable ideas
  • Must be self-motivated and able to work in an entrepreneurial environment with autonomy and flexibility


  • While currently we are largely working virtually, we prefer candidates be within driving distance of our offices
  • Eventually we plan to return to the office.  In-person interaction with colleagues is important to our corporate culture
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