Tech Equity Analyst - Software & Hardware (Hybrid)

00036 Columbia Mgmt Invst Adv LLC; Boston (MA); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

Vacation time

Sick time

401(k)

Health, dental and life insurances

Job summary

Columbia Threadneedle Investments is seeking a Technology (Software/Hardware) Analyst based in Boston, MA or New York, NY. The role involves primary research, identifying tech innovations, and developing investment theses with portfolio managers.

The position requires a strong background in engineering or related fields, 7–10 years of experience, and proficiency in financial modeling. In-office collaboration is emphasized with some flexibility for remote work.

Qualifications

• Bachelor’s degree or equivalent experience in a relevant field.
• 7–10 years of experience in equity research, investment banking, consulting, or operating roles at software/hardware/semiconductor companies.
• Strong understanding of software business models (SaaS, subscription) and hardware supply chains.

Responsibilities

• Conduct primary research on technology industries and specific companies through checks, calls, visits, and events.
• Identify technology innovations and secular shifts that drive large market opportunities.
• Formulate hypotheses on technology trends and competitive dynamics for stock ideas.
• Identify and maintain a catalyst calendar for earnings, product launches, regulatory developments, and M&A.
• Build and maintain detailed financial models and keep them current.

Skills

Equity research

Financial modeling

Analytical thinking

Strong communication

Industry analysis

Software/Hardware knowledge

Education

Bachelor's degree in engineering, computer science, finance, economics, or related field

Job description

Columbia Threadneedle Investments is seeking a Technology (Software/Hardware) Analyst based in Boston, MA or New York, NY. The role involves primary research, identifying tech innovations, and developing investment theses with portfolio managers.

The position requires a strong background in engineering or related fields, 7–10 years of experience, and proficiency in financial modeling. In-office collaboration is emphasized with some flexibility for remote work.