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 among 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.

The Opportunity:

The Real Estate Analyst is a key member of the Bailard, Inc. Real Estate team and is an integral position for the organization, reporting to the Senior Vice President of Real Estate. The Real Estate Analyst will have a leading role in the property-level analytical activities for the Fund’s investments. The position will provide support to both the acquisition and asset management disciplines across all property types and geographies. The functions of the role include underwriting new investments, providing financial analysis for all investment- level decisions, assisting with quarterly valuations on existing investments, and working closely with the fund’s portfolio managers. Additional responsibilities include support for real estate-related projects and duties.

The ideal candidate will be an energetic, hard-working, and enthusiastic individual seeking a growing team and craving the opportunity to work closely with experienced real estate professionals.

Responsibilities:

• Conducting financial analysis for potential acquisitions.
• Creating and modifying Argus models and Excel discounted cash flow and waterfall models.
• Performing financial analysis to support investment decisions, including new leases, capital plans, financing, and exit strategies.
• Research necessary market data for prospective investments to determine underwriting assumptions.
• In partnership with the team, reviews and presents quarterly valuations of existing assets.
• Assists in the preparation of internal investment memos for acquisitions, dispositions, financing, and refinancings.
• Additional duties as required by the Real Estate team.

Qualifications:

• Bachelor’s degree required, preferably in Finance, Real Estate, or related field.
• 2-3 years of work experience in commercial real estate.
• Ability to communicate effectively both orally and in writing, with the ability to effectively adapt communication to multiple audiences.
• Strong proficiency in Argus and Excel with experience in discounted cash flow modeling and waterfall structures.
• Desire to work across real estate disciplines and learn all asset classes.
• Experience working within financial services or the investment management industry.
• Intellectual curiosity and demonstrated ability to stay current with technological developments.
• Strong analytical thinking and problem-solving skills.
• Ability to work independently and as part of a team.

Preferred Qualifications:

• Prior experience working in the Financial Services Industry, specifically in Real Estate.
• Knowledge and understanding of SEC regulatory requirements and the technology required to meet those requirements.

Location & Travel

• San Francisco, CA
• Travel as required

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 and welcome candidates who bring their authentic selves to help foster a workplace where everyone feels valued and heard. All employment decisions are based on qualifications, merit, and business need. Following a conditional offer, this role is subject to a legally compliant background screening process. Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records.

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