Technology Equity Analyst - Software & Hardware

Columbia Threadneedle Investments; Boston (MA); On-site; USD 140,000 - 200,000; Full time

Job summary

Columbia Threadneedle Investments is seeking a Technology Analyst based in Boston, MA or New York, NY. You will conduct research on technology companies, build financial models, and develop investment theses in collaboration with our technology team and portfolio managers.

The role requires 7–10 years of relevant experience, a strong understanding of software and hardware markets, and excellent analytical and communication skills.

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 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.
• MBA and/or CFA.
• Technical background in software engineering, systems architecture, or electrical engineering.
• Ability to create detailed financial models, valuation analyses, and written reports to support stock recommendations.

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 (e.g., AI, cloud infrastructure, cybersecurity, semiconductors, data center and enterprise hardware) 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

Analytical skills

Financial modeling

Quantitative skills

Written and verbal communication

Education

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

Job description

Columbia Threadneedle Investments is seeking a Technology Analyst based in Boston, MA or New York, NY. You will conduct research on technology companies, build financial models, and develop investment theses in collaboration with our technology team and portfolio managers.

The role requires 7–10 years of relevant experience, a strong understanding of software and hardware markets, and excellent analytical and communication skills.