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
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.
