Strategic Intelligence: Software and AI Research Analyst (Denver) (AC47C2D)

Referment; Denver (CO); On-site; USD 70,000 - 100,000; Full time

Job summary

Referment in Denver is seeking a Research Analyst for its strategic intelligence team focused on software, AI, and related technology sectors. You will examine long-cycle themes, translate technical developments into investment insights, and collaborate with investment teams.

You will track AI adoption, analyze pricing, roadmaps, and competitive positioning, and perform financial modeling to frame evidence for investment decisions.

Job description

Referment is working with a global investment and technology firm to hire a research analyst for a strategic intelligence team focused on software, artificial intelligence, and related technology sectors. Based in Denver, you will investigate long-cycle themes and translate technical and market developments into investment-relevant insight. The remit spans enterprise software, generative AI, cloud infrastructure, cybersecurity, data platforms, and developer ecosystems, with close collaboration across investment teams.

The Role

• Research software and AI markets, business models, customer demand, pricing, product roadmaps, and competitive positioning.
• Track AI adoption, spending, implementation challenges, productivity effects, and commercialization across industries.
• Gather insight through conferences, expert consultations, product briefings, and conversations with industry participants.
• Monitor regulation, product launches, earnings commentary, and other investment-relevant signals.
• Perform advanced financial modeling, including complex adjustments between GAAP and non-GAAP metrics and intricate diluted share counts.
• Write concise analytical memos and work with investment analysts to frame questions and address evidence gaps.

What We're Looking For

• A bachelor's degree or equivalent and at least two years' relevant experience.
• Immediate professional availability is essential for this role.
• Background in technology research, software analysis, investment analysis, consulting, or market intelligence, with a specific focus on the software and AI application layer rather than hardware or semiconductor research.
• Strong hands-on experience or technical familiarity with Cloud and AI ecosystems, including tools such as AWS, GCP, Claude, and ChatGPT.
• Ability to connect technical developments to commercial consequences.
• Excellent research, synthesis, and written communication skills.
• Candidates must be submitted exclusively through Referment to be considered for this role.

This could suit a technology-focused analyst or consultant who wants to conduct deep thematic research in support of investment decisions.