Equity Research Analyst - Software And Fintech at Bailard, Inc.
La Mirada, California, United States
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Summary
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Senior
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Top School
Xavier Jefferson is an equity research analyst specializing in software and fintech, combining a decade of financial services experience with deep fundamental analysis and portfolio construction skills. He pairs fiduciary experience serving high-net-worth clients with hands-on support for early-stage founders and long-only investment teams, offering both strategic insight and operational pragmatism. Trained with an MBA from UC Berkeley Haas and a BS from Northwestern State, he moves fluidly between rigorous financial models and industry-specific technology evaluation. A former venture capital portfolio manager, he brings venture lens to public markets and leverages a 23-year professional software development background (C#, SQL Server, ASP.NET, JavaScript) to assess technical moats that others may miss. Based in La Mirada, CA, Xavier is known for curiosity, patience, and a work ethic that turns detailed research into actionable investment conviction.
10 years of coding experience
4 years of employment as a software developer
Bachelor of Science (BS), Bachelor of Science (BS) at Northwestern State University
Master of Business Administration - MBA, Master of Business Administration - MBA at University of California, Berkeley, Haas School of Business
Contributions:4 releases, 4 PRs, 17 pushes in 4 years 7 months
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Xavier Jefferson - Equity Research Analyst - Software And Fintech at Bailard, Inc.