Bailard is an innovative wealth management and investment management firm located on the peninsula in the Bay Area. Built by entrepreneurs, Bailard attracts and retains talented individuals with intellectual curiosity, a passion for excellence, and a capacity for independent thought. Bailard maintains a high-trust culture that fosters professional growth and personal responsibility. We proudly serve nearly 500 institutional and private clients, offering a variety of proprietary traditional and alternative investment products and exceptional personal service.
We are expanding the Investment Associate team within our Wealth Management Group. The Investment Associate role lies in meeting the day-to-day needs of our clients. Working closely with our Investment Counselors, as well as directly with clients and their other service providers, you will take responsibility for many of the operational aspects of client service, including opening new accounts, handling client transaction requests, ensuring accuracy of client bills and reports, and reconciling accounts. These responsibilities provide the groundwork for a fuller understanding of our investment strategies, client relationships, regulatory matters, and operations and trading. We are looking for a well-rounded individual who is driven to succeed, has a passion for learning, is naturally curious, and takes initiative.
Qualifications Essential for Success
We are seeking a high-potential individual with a positive attitude who is looking to begin a career in the investment industry. If you are an energetic self-starter who is interested in being a vital part of our team, we can offer you the opportunity to make a high-visibility contribution in a collegial, open-door environment. When we hire an Investment Associate, we ask ourselves two questions:
The ideal Investment Associate will possess the following:
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.
Desired Start Date: as soon as possible
Local candidates preferred.
Background check required.