Global Macro Equity Strategist

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

Job summary

Bailard, an independent asset and wealth management firm based in the San Francisco Bay Area, seeks a macro researcher to synthesize global economic trends into clear investment insights. You’ll guide international equity strategies from a top-down perspective and collaborate with portfolio managers to translate research into actionable recommendations.

The role requires 5–10 years in macro research, advanced Excel, and familiarity with Bloomberg or FactSet.

Qualifications

• 5-10 years in macro research, global strategy, or thematic investing.
• Deep understanding of economic, political, and financial drivers of global markets.
• Strong written and verbal communication skills, able 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.

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 strategy

Communication skills

Team collaboration

Advanced Excel

Education

Bachelor’s degree

CFA designation (or progress toward it)

Master’s degree in finance/economics

Tools

Bloomberg

FactSet

R

Python

SQL

Job description

Bailard, an independent asset and wealth management firm based in the San Francisco Bay Area, seeks a macro researcher to synthesize global economic trends into clear investment insights. You’ll guide international equity strategies from a top-down perspective and collaborate with portfolio managers to translate research into actionable recommendations.

The role requires 5–10 years in macro research, advanced Excel, and familiarity with Bloomberg or FactSet.