Tech Equity Analyst: Software & Hardware Insights

RiverSource Life Insurance Company; Boston (MA); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Vacation time

401(k)

Health, dental and life insurance

Job summary

Columbia Threadneedle Investments seeks a Technology Equity Analyst (Software & Hardware) based in Boston, MA or New York, NY. Responsibilities include primary research, identifying tech trends, building financial models, and collaborating with portfolio managers.

Qualifications include a bachelor's degree in a related field and 7–10 years in equity research or related roles, with strong SaaS/hardware knowledge and excellent communication.

Qualifications

• Bachelor's degree in engineering, computer science, finance, economics, or related field, or equivalent experience.
• 7-10 years of relevant experience in equity research, investment banking, consulting, or an operating role at a software, hardware, or semiconductor company.
• Strong understanding of software business models (SaaS, subscription, consumption-based pricing) and hardware supply chains and product cycles.
• Ability to analyze company fundamentals, including unit economics, ARR and retention metrics, margin structure, and capital intensity.
• Strong analytical, quantitative, and financial modeling skills.
• Clear and concise written and verbal communication skills.

Responsibilities

• Conduct primary research on the broader technology industry and specific companies through expert and channel checks, earnings calls, management interactions, company visits, sell-side or industry conferences, and investor and analyst days.
• Identify technology innovations and secular shifts that could lead to large market opportunities.
• Formulate hypotheses on technology trends and competitive dynamics, and identify investment ideas that best leverage those hypotheses.
• Identify and maintain a catalyst calendar covering earnings, product launches, customer events, regulatory developments, M&A, and other events relevant to covered industries.
• Build and maintain detailed financial models and keep them current.
• Proactively work with Technology team analysts and portfolio managers to develop and refine investment theses.
• Share field intelligence from conferences, expert calls, and management interactions with the broader investment team promptly.

Skills

Equity research

Financial modeling

Analytical skills

Written and verbal communication

Software/hardware industry knowledge

Education

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

MBA and/or CFA

Job description

Columbia Threadneedle Investments seeks a Technology Equity Analyst (Software & Hardware) based in Boston, MA or New York, NY. Responsibilities include primary research, identifying tech trends, building financial models, and collaborating with portfolio managers.

Qualifications include a bachelor's degree in a related field and 7–10 years in equity research or related roles, with strong SaaS/hardware knowledge and excellent communication.