Global Macro Equity Strategist

Bailard, Inc.; San Francisco (CA); Hybrid; USD 150,000 - 200,000; Full time

Job summary

Bailard, Inc., based in the San Francisco Bay Area, seeks a seasoned macro researcher to translate global economic trends into clear investment insights. You’ll shape international equity strategies from a top-down view and work with portfolio managers to inform construction and narrative.

This role emphasizes systems thinking, strong communication, and collaboration across research, trading, and client service, with travel as required and a discretionary bonus potential.

Qualifications

• 5–10 years in macro research, global strategy, or thematic investing.
• Strong understanding of economic, political, and financial drivers of global markets.
• Excellent written and verbal communication; ability to distill complex ideas into clear research and presentations.
• Collaborative mindset with ability to contribute to team discussions and portfolio decisions.
• Advanced Excel skills; experience with Bloomberg, FactSet, or similar platforms.
• Bachelor’s degree required; completion of a written and verbal assessment as part of the interview process.

Responsibilities

• Generate top-down insights on global markets via macroeconomic, thematic, and geopolitical research.
• Evaluate country, sector, and thematic opportunities across non-U.S. equities.
• Present findings and recommendations to the investment team, aiding portfolio positioning.
• Monitor global developments—economic data, policy shifts, market changes—and deliver timely, actionable insights.
• Contribute to internal research publications and investment communications.
• Collaborate across research, trading, client service, and quantitative teams to support implementation.

Skills

Macro research

Global markets understanding

Written communication

Verbal communication

Team collaboration

Advanced Excel

Bloomberg / FactSet

Education

Bachelor’s degree

Tools

Bloomberg

FactSet

R

Python

SQL

Job description

Bailard, Inc., based in the San Francisco Bay Area, seeks a seasoned macro researcher to translate global economic trends into clear investment insights. You’ll shape international equity strategies from a top-down view and work with portfolio managers to inform construction and narrative.

This role emphasizes systems thinking, strong communication, and collaboration across research, trading, and client service, with travel as required and a discretionary bonus potential.