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.
56%
of employees are company shareholders
78
employees
47%
of VPs and above are women
as of 9/30/2024
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 Small Value ESG Equity Strategy Q3 2024
While the US stock market delivered strong performance overall, the third quarter witnessed significant shifts in relative equity style performance. Value, which had trailed growth through the first half of the year, outperformed in Q3. Similarly, small cap stocks outperformed large cap in Q3 after lagging earlier. While cumulative past performance and valuation disparities had set the stage for a realignment, the trigger came in the form of anticipated rate cuts by the Federal Reserve.
October 17, 2024
Quarterly Technology Equity Strategy Q3 2024
The Bailard Technology Strategy achieved a total return of -1.65%, net of fees. This performance trailed the S&P North American Technology Index and other competitor benchmarks. The Morningstar U.S. Open End Technology category returned 2.42%, the Lipper Science and Technology Fund Index returned 1.37%, the S&P North American Technology Index generated 1.86%, and the Nasdaq 100 Index returned 2.12%. However, over 3, 5, and 10 years, the Strategy's net returns outperformed the competitor peer benchmarks.
October 15, 2024
‘Tis the Season: Maximizing Gifting Exclusions for Family
Director of Estate Strategy, Dave Jones, JD, LLM, CFP®, explains how to optimize the impact of your year-end family gifting by leveraging tax exclusions for education, medical expenses, and annual giving.
October 9, 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.