Technology Equity Analyst – Software & Hardware

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

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.

Base Pay Salary

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.