Technology Equity Analyst – Software & Hardware

Ameriprise • Boston, MA

14h

About The Position

Columbia Threadneedle Investments, the global asset management subsidiary of Ameriprise Financial, is seeking a Technology (Software/Hardware) Analyst based in Boston, Massachusetts, or New York, New York. The role conducts research on the technology industry and covered companies, identifies significant technology trends and investment opportunities, and develops investment theses in collaboration with technology analysts and portfolio managers. It also involves maintaining a catalyst calendar, building and updating financial models, and sharing research and field intelligence with the broader investment team.

Requirements

• 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, including SaaS, subscription, and consumption-based pricing, as well as 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.

Nice To Haves

• 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 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, including AI, cloud infrastructure, cybersecurity, semiconductors, data centers, and enterprise hardware.
• Formulate hypotheses about technology trends and competitive dynamics, and identify investment ideas that leverage those hypotheses.
• Identify and maintain a catalyst calendar covering earnings, product launches, customer events, regulatory developments, M&A, and other relevant events.
• Build and maintain detailed financial models and keep them current.
• Work proactively with Technology team analysts and portfolio managers to develop and refine investment theses.
• Promptly share field intelligence from conferences, expert calls, and management interactions with the broader investment team.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Variable pay in the form of bonus, commissions, and/or long-term incentives, depending on the role

What This Job Offers

• Job Type: Full-time
• Career Level: Senior