Investing | Associate

Reposted 8 Days Ago
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Charlotte, NC, USA
In-Office
Mid level
Fintech • Software • Financial Services
The Role
The Associate will source and evaluate investment opportunities, build financial models, support post-investment initiatives, and contribute to internal strategy.
Summary Generated by Built In

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.

What You'll Do:

  • 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.

Skills Required

  • Experience in private equity, management consulting, investment banking, or AI/data-related roles
  • Fluency in financial modeling and knowledge of P&L and balance sheets
  • Proficiency with Excel, PowerPoint, and Word
  • Experience building and integrating AI tools

Kanbrick Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Kanbrick and has not been reviewed or approved by Kanbrick.

  • Healthcare Strength A corporate role description specifies competitive health coverage, indicating medical benefits are a defined part of the package.
  • Retirement Support The same corporate role lists a 401(k) with match, signaling employer-supported retirement savings.
  • Leave & Time Off Breadth The role includes paid time off and ten paid holidays, suggesting meaningful time-off provisions.

Kanbrick Insights

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The Company
HQ: Nashville, Tennessee
19 Employees
Year Founded: 2020

What We Do

Kanbrick is a long-term investment partnership focused on empowering people and organizations to reach their full potential. We seek to acquire consumer and industrial businesses with strong moats and untapped potential, build them through hands-on operational improvements, and compound long-term returns. Our approach combines our experience as investors and operators. We offer founders and business owners a differentiated option and provide companies a long-term home. To reach out or stay in touch, please visit www.kanbrick.com or email [email protected].

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