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Equity Strategist Jobs (NOW HIRING)

This team leads high-impact, cross-functional product strategy initiatives, including stewardship of our $7.5+ trillion equity product franchise. In this role, you'll transform complex market data ...

This team leads high-impact, cross-functional product strategy initiatives, including stewardship of our $7.5+ trillion equity product franchise. In this role, you'll transform complex market data ...

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Equity Strategist information

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$45K

$139.9K

$177.5K

How much do equity strategist jobs pay per year?

As of Aug 17, 2026, the average yearly pay for equity strategist in the United States is $139,867.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,500.00 and $157,000.00 per year, depending on experience, location, and employer.

How does an equity strategist typically collaborate with portfolio managers and research analysts?

Equity Strategists work closely with portfolio managers and research analysts to develop actionable investment strategies. They analyze market trends, macroeconomic factors, and sector performance, then communicate insights to inform portfolio construction and asset allocation decisions. Regular meetings and presentations are common, ensuring alignment and timely response to market changes. This collaboration helps ensure strategies are both research-driven and practical for implementation.

What are the key skills and qualifications needed to thrive as an equity strategist, and why are they important?

To thrive as an Equity Strategist, you need strong analytical skills, a deep understanding of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with financial modeling software, Bloomberg Terminal, and relevant certifications such as CFA are highly valuable. Exceptional communication, critical thinking, and collaborative skills help you translate complex data into actionable investment strategies. These competencies are essential for making informed equity recommendations and driving portfolio performance in competitive markets.

What is the difference between Equity Strategist vs Equity Analyst?

AspectEquity StrategistEquity Analyst
Required CredentialsBachelor's degree, often MBA or CFABachelor's degree, CFA preferred
Work EnvironmentResearch teams, investment firms, asset managersResearch departments, investment firms, banks
Employer & Industry UsageUsed in asset management, hedge funds, investment banksCommon in investment banks, asset managers, research firms
Search & Comparison IntentUnderstanding strategic insights, market outlooksAnalyzing individual stocks, financial data

Equity Strategists focus on developing investment strategies and market outlooks, while Equity Analysts primarily analyze individual stocks and financial data. Both roles require similar credentials and are found in investment firms and asset management companies. The main difference lies in their scope: strategists provide broader market insights, whereas analysts concentrate on specific securities.

How much do equity strategists make?

Equity strategists typically earn a median annual salary ranging from $80,000 to $150,000, depending on experience, location, and the size of the firm. Senior or specialized roles can exceed this range, often including bonuses and performance incentives. Strong analytical skills and proficiency with financial modeling tools are important for this role.

What does an equity strategist do?

An equity strategist analyzes stock market trends, economic data, and company fundamentals to provide investment insights and recommendations. They often use financial models and research tools to develop strategies that help clients or firms make informed equity investment decisions.
More about Equity Strategist jobs

What states have the most Equity Strategist jobs?

States with the most job openings for Equity Strategist jobs include:

Infographic showing various Equity Strategist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 14% Part Time, and 1% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.

International Equity Strategy Analyst

Bailard

San Francisco, CA โ€ข On-site

$150K - $200K/yr

Full-time

Re-posted 27 days ago


Job description

About Bailard
Join a Legacy of Values-Driven Excellence!
Founded in 1969, Bailard is an independent, values-based asset and wealth management firm distinguished by our entrepreneurial roots and majority employee ownership. Grounded in the principles of accountability, compassion, courage, excellence, fairness, and independence, we have cultivated a high-trust culture that prizes intellectual rigor and personal integrity. Bailard is purposefully different, and we view that distinction as a powerful strength. For several years, we've been honored as one of the nation's best workplaces, a testament to our enduring commitment to our people. We are dedicated to creating an environment where individuals are empowered to grow, thrive, and feel genuinely supported by their team.
Who are you
A macro researcher who synthesizes global economic trends, political developments, and market dynamics into clear investment insights. You will shape our international equity strategies by guiding country, sector, and thematic positioning from a top-down perspective-not stock picking.
As part of the research team, you'll collaborate with portfolio managers to assess global risks and opportunities, identify secular growth trends, and translate research into actionable recommendations that inform portfolio construction and articulate our investment narrative internally and externally. This role suits a systems thinker who can cut through complexity and communicate clearly.
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
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
  • Bachelor's degree required
  • Completion of a written and verbal assessment as part of the interview process
Preferred
  • Experience with international equity investing, global macro investing, sell-side strategy, or cross-country/cross-sector equity research
  • Familiarity with programming/data tools (R, Python, SQL)
  • Knowledge of equity valuation, quantitative factors, or portfolio construction
  • CFA designation or progress toward it
  • Master's degree in finance, economics, or related field
Location & Travel
  • Hybrid position based in the San Francisco Bay Area
  • Travel as required
Salary & Bonus
$150,000 - $200,000, plus discretionary bonus
Note: If you have been employed by Charles Schwab & Co., Inc. (including any Schwab affiliates) in a client-facing position within the past 12 months, please provide your job title and last date of employment
Bailard is an equal opportunity employer committed to diversity, equity, and inclusion. We value diverse backgrounds and perspectives as essential to innovation and success. We welcome candidates who bring their authentic selves and help foster a workplace where everyone feels valued and heard. All employment decisions are based on qualifications, merit, and business needs. Background and Credit check required. Pursuant to the San Francisco Fair Chance Ordinance, Bailard will consider for employment qualified applicants with arrest and conviction records.
More information on Bailard awards can be found at: www.bailard.com/awards

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About Bailard

Sourced by ZipRecruiter

Industry

Investment management and consulting services

Company size

11 - 50 Employees

Headquarters location

Foster City, CA, US

Year founded

1969