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 $3.6 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.
We are expanding our Research group to include an Investment Analyst dedicated to our Fixed Income team. The Investment Analyst will work closely with our Director of Fixed Income in all aspects of managing the firm’s bond portfolios. In this role, the investment analyst will work with our internal systems to enhance our fixed income investment platform, including sizing and placing trades and monitoring portfolios to ensure adherence to targets and guidelines. Additional responsibilities will involve maintaining our fixed income trading groups, rebalancing portfolios due to changes in investment strategy, maintaining all compliance related documents and identifying accounts that are outside of their investment guidelines. In addition, the analyst will also collect credit research on major positions held and will maintain an online library of such research. Finally, the analyst will also assist with client needs and will attend meetings when necessary. We are looking for a well-rounded individual who is driven to succeed, has a passion for learning, is naturally curious, and takes initiative.
Key responsibilities will include:
The ideal candidate will have the following qualifications:
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.
Local candidates preferred.