Investing | Associate

Kanbrick LLC; Charlotte (NC); In loco; USD 120.000 - 165.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary & benefits

Descrizione del lavoro

Kanbrick LLC is seeking an exceptional Investing Associate to join a small, entrepreneurial team. You will source, evaluate, and underwrite opportunities in closely-held businesses, build robust financial models, and turn data into stories.

You’ll also develop AI tools to streamline processes and contribute to post-investment value creation. You will work closely with management teams and mentors, applying a long-term, hands-on approach to help portfolio companies grow.

Competenze

• 2–4 years of experience in private equity, management consulting, investment banking, or AI/data-related roles.
• Proficiency with Excel, PowerPoint, and Word is expected.
• Experience building and integrating AI tools is preferred.

Mansioni

• Source, evaluate, and underwrite investment opportunities in closely-held businesses.
• Turn data into insights with robust financial models and analyses.
• Build AI tools to improve processes and support portfolio companies.
• Conduct due diligence by speaking with customers, competitors, and industry experts.
• Support portfolio companies post-investment with operational and strategic initiatives including M&A.
• Contribute to Kanbrick's community and internal strategy.

Conoscenze

Financial modeling

P&L analysis

Balance sheet

Excel

PowerPoint

Word

AI tools

Strumenti

Excel

PowerPoint

Word

Descrizione del lavoro

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 Associate 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:

• 2–4 years of 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.