Bailard is different, and that’s a good thing. Founded in 1969, Bailard’s commitment to its values has shaped the company’s evolution. Our focus on the values of accountability, compassion, courage, excellence, fairness, and independence maintains a high-trust culture that fosters professional growth, intellectual rigor, and personal responsibility.
We believe in continually working to enhance a company culture where our employees not only grow and thrive, but know that their team always has their back.
70%
of employees are company shareholders
76
employees
48%
of VPs and above are women
as of 12/31/2023
What We Offer
Since its founding, Bailard has always had an open culture and a tradition of treating colleagues more like family than coworkers. We aim to support our employees both personally and professionally so they can bring their best to Bailard but also to their family and community.
Culture & Community
We are fiercely committed to maintaining an environment where our colleagues feel empowered, valued, and supported.
- Charitable matching and volunteer opportunities, including serving on the Bailard Foundation Board
- Commitment to diversity, equity, and inclusion
- Team events and happy hours
- Open compensation philosophy
- Peer-nominated awards, and service recognition program
- Award-winning, learn-by-doing culture
- Onsite fitness center (in HQ)
Benefits
Bailard strives to provide best-in-class health, wellness, and financial benefits for our employees and their loved ones.
- Competitive compensation
- Paid medical, dental, and vision insurance for employees, and family member subsidy
- Dependent Care with FSA option
- Traditional and Roth 401(k) plans with discretionary employer match
- Unlimited PTO
- Paid 6-week sabbatical for every 7 years of service
- Life and AD&D, short/long term disability, and long term care insurance
- Generous parental leave
- Commuter benefits program
- Company stock grant and ownership opportunities
Growth & Development
Whether pursuing additional degrees or certifications or developing a career path, we celebrate and encourage our employees to never stop learning and growing.
- Certifications, designations, and education sponsorship
- Paid study days
- Financial planning education and assistance for employees
- Leadership and presentation coaching
Our Commitment
“Diversity and inclusion have been central to Bailard’s culture since day one in 1969. But this is not an endeavor that is ever perfect or complete. Each day, we diligently continue our work to strengthen our commitment to equality within our walls, and to also look outside of ourselves and identify how we can do the same in our community and our industry at large.”
— Blaine Townsend, CIMA | EVP, Director, Sustainable, Responsible & Impact Investing
Employment Opportunities
Recent Insights
Quarterly Technology Science Equity Strategy Q1 2024
The Bailard Technology Strategy posted a Q1 total return of 17.08% net of fees, meaningfully ahead of the competitor-comprised benchmarks, with the Morningstar U.S. Open End Technology Category return of 8.56% and the Lipper Science and Technology Fund Index return of 12.18%. The Strategy also led both the S&P North American Technology Index return of 15.31% and the mega-cap Nasdaq-100 Index return of 8.72%. Over longer time periods of 3, 5, and 10 years, the Strategy’s net returns continued to lead the competitor’s peer group benchmarks.
April 17, 2024
Quarterly Small Value ESG Equity Strategy Q1 2024
Equity markets rose again in Q1, but relative returns were skewed toward growth. The seven mega cap technology stocks that did so well in 2023 retained their “magnificence” in Q1, resulting in indices with Magnificent 7 exposure beating indices that lacked it. Curiously, rising interest rates over the quarter did not dampen investors’ enthusiasm for long duration (growth) assets, even with the Fed signaling that potential rate cuts may come later and to a lesser degree than had previously been anticipated.
April 15, 2024
The “Blocking and Tackling” of Estate Planning
Dave Jones, JD, LLM, CFP®, SVP and Director of Estate Strategy, dives into how estate planning can be broken down into blocking and tackling— much like football—to create a “winning strategy.”
April 11, 2024
Looking for something different? So are we.
We maintain an open policy regarding general employment inquiries and are always eager to meet well-rounded, high-potential individuals who share our vision and values, and can contribute to our success. To start a conversation, please send a cover letter and resume to careercorrespondence@bailard.com.
We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need. Background check required. Pursuant to the San Francisco Fair Chance Ordinance, Bailard will consider for employment qualified applicants with arrest and conviction records.