Investing | Analyst

Kanbrick

Charlotte (NC)

On-site

USD 110,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Collaborative team culture

Competitive salary and benefits

Opportunities for professional growth

Job summary

A leading investment firm in Charlotte, NC is seeking a motivated Investing Analyst. In this role, you will source and evaluate investment opportunities within closely-held businesses, build financial models, and support portfolio companies in achieving their goals. Ideal candidates have experience in finance, a strong analytical mind, and a desire to contribute to meaningful business transformations.

Qualifications

Experience in private equity, management consulting, or investment banking.
Integrity, grit, and long-term mindset.
Fluency in financial modeling and knowledge of P&L.

Responsibilities

Source and evaluate investment opportunities.
Turn data into robust financial models and insights.
Support companies post-investment.

Skills

Financial modeling

Curiosity about business

Data analysis

Tools

Excel

PowerPoint

AI tool integration

Job description

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Kanbrick is a purpose-driven organization focused on empowering people and organizations to reach their full potential. We are a long-term investment partner working with owner-, family- and founder-led businesses that have strong moats and untapped potential and help build them through a hands-on approach to operations and people. We are long-term partners who think in decades, not quarters, and our team has a track record of success as operators and as partners.

We are seeking an exceptional Investing Analyst to join our small, entrepreneurial team. This isn't a typical role. You'll dig deep into industries, work closely with management teams, and help build enduring businesses brick by brick. If you're humble, driven, and deeply curious about what makes great companies tick, we want to hear from you.

Responsibilities:

Source, evaluate, and underwrite investment opportunities in culturally aligned, closely-held businesses
Turn data into insights and simple stories with robust financial models and data analyses
Build AI tools to improve our processes and support our companies
Dive into due diligence efforts by speaking with customers, competitors, and industry experts to understand businesses from the ground up
Roll up your sleeves to support our companies post-investment, driving value through operational and strategic initiatives including M&A
Make a real difference in the lives of thousands of family business owners by contributing to the Kanbrick Community
Contribute to internal strategy and help shape the future of Kanbrick

What We're Looking For:

Experience in private equity, management consulting, investment banking, or AI/data-related roles
A bias for action, low ego, and deep curiosity about how businesses win
Integrity, grit, and long-term mindset—how you do something matters as much as what you do
A desire to be part of a team that values simplicity, candor, and continuous improvement

Technical Skills:

You should be fluent in financial modeling and know your way around a P&L and balance sheet.
Proficiency with Excel, PowerPoint, and Word is expected.
Experience building and integrating AI tools is preferred

What We Offer:

A collaborative, high-performing team culture
Opportunities to contribute meaningfully to the success of a growing investment partnership
Exposure to challenging and rewarding projects
Competitive salary and benefits package

At Kanbrick, you will have the opportunity to work alongside leaders who are transforming the industry in an environment that is innovative, fast-paced, and collaborative. You will be an integral part of the team, helping drive the company's success and growth while also having room to develop and grow professionally. If you thrive in high-pressure situations and are passionate about providing high-caliber support to visionary leaders, we want to hear from you.

Seniority level