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

About Our Company

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

About Our Company

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

Columbia Threadneedle Investments, the global asset management subsidiary of Ameriprise Financial, is seeking a Technology (Software/Hardware) Analyst to be based in Boston, MA or New York, NY.

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.

Required Qualifications

• Bachelor's degree in engineering, computer science, finance, economics, or a 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.

Preferred Qualifications

• 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.

U.S. Work Authorization & Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $140,000 - $200,00 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Investment Management

Line of Business

AMINV US Asset Management

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.