Technology Equity Analyst – Software & Hardware

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

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.

Benefits

• vacation time
• sick time
• 401(k)
• 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

Company Culture

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.

Organizational Overview

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long‑term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers.

Business Segments

• Ameriprise Financial: Financial planning, advice and wealth management.
• Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients.
• RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.