Back to jobs

Investment Team Associate (2027)

Bay Area

Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $4B of capital commitments. Bertram has distinguished itself in the private equity community by combining venture capital operating methodologies with private equity financial discipline to empower its portfolio companies to unlock their full business potential. This approach is unique in that Bertram is not singularly focused on achieving its investment returns through financial engineering and the extraction of near-term cash flow. Instead, Bertram focuses on reinvestment and technology enablement to drive growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization.

Visit www.bcap.com for more information.

Position Description

Bertram Capital is seeking Associates to join the firm’s investment team within the Industrials, Consumer, or Business Services verticals for a Summer 2027 start-date. These founding team members working closely with Bertram's Principals and Partners across a mix of opportunities for new investments. These roles will work on a small deal team and will be exposed to the full spectrum of private equity investing including evaluation of new platform investments, identification and execution of add-on acquisitions, investment thesis development, portfolio management, and deal execution. We hire personable, intelligent, self-starters who exhibit professionalism and exceptional analytical, organizational and communication skills.

Qualifications

  • 1-3 years investment banking experience (depending on level)
  • Undergraduate degree (minimum 3.5 GPA or equivalent) and high ACT/SAT scores
  • Fluency with financial statements, modeling and capital structure
  • Ability to thrive in an entrepreneurial environment and comfortable managing multiple work streams and projects concurrently
  • Interest and aptitude for involvement in portfolio company strategy and operations
  • Strong analytical skills, strategic insight, industry perspective and intellectual curiosity
  • Self-starter with excellent oral communication skills
  • Demonstrated experience working as a productive member of a team
  • High proficiency with MS Office products (Excel, Word and PowerPoint)

Compensation and Benefits

The expected salary range for this position is: $220,000- $250,000 total annual compensation plus additional annual bonus beginning after 1 year of tenure. Offered salary may be based on a variety of factors including skills, experience, and qualifications for the role. 

Comprehensive medical, dental, and vision benefits are provided at no cost to the employee. We offer a generous 401K match as well as a “take what you need” PTO policy. 

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Diversity, Equity, and Inclusion

At Bertram Capital we value and celebrate the many perspectives that arise from a variety of cultures, genders, religions, national origins, ages, abilities, socioeconomic status and sexual orientation. Our commitment to Diversity, Equity and Inclusion (DEI) ensures that Bertram is a place that attracts, grows, and promotes top talent from all backgrounds.

Create a Job Alert

Interested in building your career at Bertram Capital Management? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Bertram Capital Management’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...