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Portfolio Manager

About Bailard

Bailard, located 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 500 institutional and private clients with over $3.2 billion of assets under management. The company has a 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.

Bailard strives to design investment vehicles and wealth management solutions to address our clients’ needs and our Bailard Wealth Management Sustainable, Responsible and Impact Investing (SRII) group is no exception.  The goal of our SRII team is to integrate our client’s values into a portfolio with very similar risk and return characteristics as the broad market.

The Opportunity

We are expanding our Wealth Management group to include a Portfolio Manager dedicated to our SRII team.  The Portfolio Manager’s primary role will be ongoing management of existing client portfolios as well as the on-boarding and transition of new Wealth Management client portfolios.  Working closely with our Investment Counselors, as well as directly with clients, the Portfolio Manager will assist in setting the tailored asset allocation targets for individual client portfolios, prepare client Investment Policy Statements, and take responsibility for ongoing monitoring and rebalancing to ensure compliance with appropriate allocation targets.  Additional responsibilities include ad-hoc portfolio analysis, portfolio deconstruction and investment proposals.  Depending on the successful candidates’ background and interests, the Portfolio Manager may have the opportunity contribute to areas such as fundamental equity research, ESG/SRI research and suitability assessment, corporate engagement work, and/or financial planning.  We are looking for a well-rounded individual who is driven to succeed, has a passion for learning, is naturally curious, and takes initiative.

Responsibilities

Key responsibilities will include:

  • Ongoing management of existing client portfolios and new client portfolios being on-boarded to Bailard Wealth Management.  The nature of portfolio activity will be a combination of client specific needs and ongoing rebalancing as well as block trades implemented across a larger cross section of client portfolios.
  • Implementation the client’s desired SRII strategy and a keen eye towards tax sensitivity.   
  • Ability to drive the process for tracking and updating Investment Policy Statements (IPS) on a regular basis, or as changes to our client’s situation dictates.
  • Ad-hoc portfolio analysis or deconstruction as needed, attribution analysis, tax-sensitive portfolio transition planning, preparation of investment proposals and other sales and client prospecting materials.   
  • Client meeting participation and preparation of client meeting portfolio reporting materials.

Qualifications

The ideal candidate will have the following qualifications:

  • Bachelor’s degree required
  • 2-3 minimum years of relevant work experience in brokerage, RIAs or other investment management role
  • Attention to details to ensure maximum accuracy and minimal error rate
  • Interest in and/or experience in the field of Sustainable and Responsible Investing preferred
  • Interest in pursuing, or progress towards an industry designation including CFP, CFA or similar
  • Excellent analytical, organizational and communication skills 
  • Must be excited and able to work in an entrepreneurial environment with autonomy and flexibility
  • Able to manage multiple priorities and meet deadlines
  • Able to work independently but must enjoy collaborating with a small team

Compensation

Competitive compensation and benefits package, including: Medical, Dental, Life & AD&D Insurance, Dependent Life Insurance, Short Term Disability, Long Term Disability, Long Term Care, Medical Flex Spending Account, Dependent Care Flex Spending Account, Health Savings Account, 401(k), Roth 401(k), Travel Accident and Employee Assistance Program.

Background check required.

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