Analyst, Diligence (Fall 2027)

K1 Investment Management; Manhattan Beach (CA); On-site; USD 86,000 - 105,000; Full time

Benefits offered by this job

Unlimited PTO

401(k) plans & Profit sharing

Volunteer opportunities

Onsite catering

Company outings

Electric vehicle reimbursement

Job summary

K1 Investment Management in Manhattan Beach, CA is seeking a Private Equity Analyst to join our expanding investment team. You will evaluate new investments, build financial models, and present recommendations to the Investment Committee while collaborating with portfolio company finance teams.

The ideal candidate has a strong academic record, excellent analytical and communication skills, the ability to multi-task, and a high level of integrity aligned with K1’s core values of Passion,

Qualifications

• Bachelor's Degree required with strong academic performance
• Analytical, strategic, and implementation skills essential
• Adaptable, results-oriented, able to manage multiple projects
• Proactive, high-energy, hands-on problem solving
• Uncompromising attention to detail, work quality, ethics and integrity
• Adherence to K1's core values: Passion, Persistence, Humility and Excellence

Responsibilities

• Lead evaluation of new investments and identify investment levers
• Meet with senior executives, founders/CEOs, and advisors representing K1
• Build dynamic financial models and run proprietary analyses
• Present investments to Investment Committee
• Collaborate with portfolio company finance teams on budgets
• Coordinate data collection and diligence sessions with lenders and co-investors
• Work with deal teams, finance, accounting, legal and operations teams

Skills

Analytical skills

Communication skills

Team player

Multi-tasking

Attention to detail

Integrity

Education

Bachelor's Degree

Tools

Microsoft Excel

Job description

Position Summary:

Fall 2027 Start Date

K1 is seeking a Private Equity Analyst to join the expanding Investment team for our office located in Manhattan Beach, CA. We are seeking a candidate with strong analytical and communication skills, the capacity to multi-task and the ability to work as part of a team.

The ideal candidate will be inquisitive and highly motivated, display initiative, work well under the direction of others and possess the ability to perform at a high level under pressure. The candidate will also be disciplined and of high integrity, adhering to K1’s core values of Passion, Persistence, Humility and Excellence.

K1’s proprietary internal development program trains powerful investment professionals directly out of school or laterally from non-traditional backgrounds, giving applicants the opportunity to enter Private Equity without having to start in Investment Banking.

Key Responsibilities:

• As a private equity analyst, you will be the tip of the spear, leading our efforts to evaluate new investments and identify key investment levers to drive value creation initiatives post-close
• You will be meeting with senior executive team members, founder/CEOs, and third-party advisors as part of your day-to-day - representing K1 and developing your career as a software investor
• Your day-to-day will also include building dynamic financial models, running proprietary analyses, and reviewing company provided materials as part of cross-functional deal teams
• You will present potential investments to K1’s Investment Committee alongside deal team members
• You will collaborate with finance teams at portfolio companies to create quarterly and annual budgets
• You will coordinate data collection and diligence sessions with co-investors, lenders and other financing sources for potential future capital needs
• You will work collaboratively with deal teams, finance, accounting, legal and operations teams at K1

Requirements:

• Bachelor's Degree - first generation college students are encouraged to apply
• You have a strong academic career, regardless of subject matter
• You are adaptable,results-oriented, and have an ability to manage multiple projects simultaneously
• You have excellent analytical, strategic, and implementation skills
• You are proactive and high-energy with a hands-on approach to problem solving
• You have anuncompromising attention to detail, work quality, ethics and integrity
• You adhere to K1’s core values

Perks:

• Unlimited PTO, plus holidays
• 401(k) plans & Profit sharing
• Volunteer opportunities and intramural K1 sports teams
• Onsite catering with lunch served daily
• Company and team wide outings
• Electric vehicle reimbursement

About K1:

K1 is one of the largest investors in small-cap AI-powered software. Dedicated to transforming lives and industries by building category leaders in technology, K1 has invested in over 275 companies since inception.

Headquartered in Manhattan Beach, California, the firm partners early with founders and management teams to build AI-powered, mission-critical systems of record for enterprise clients globally.

For more information, visit k1.com and follow K1 Investment Management on LinkedIn

As of the date of this posting, K1 Investment Management, LLC reasonably expects to pay $95,000 plus benefits and a competitive bonus for the position of Private Equity Analyst.

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