Investment Senior Associate- Industrials

7 hours ago


San Francisco CA, United States Bertram Capital Management Full time

Overview Bay Area Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. 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 combines venture capital operating methodologies with private equity financial discipline to empower its portfolio companies to unlock their full business potential. The firm focuses on reinvestment and technology enablement to drive growth and value through digital marketing, e-commerce, big data and analytics, application development and platform optimization. For more information, visit Description Bertram Capital is seeking a Senior Associate to join the firm’s investment team within the Industrials vertical. This team member works closely with Bertram's Principals and Partners across a mix of opportunities for new investments. This role 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 4-5 years of relevant experience either in investment banking or Private Equity 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: $275,000- $325,000 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. 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. Equal Employment Opportunity Bertram Capital Management is an equal opportunity employer. xrczosw We do not discriminate on the basis of any protected group status under any applicable law. Completion of voluntary self-identification forms for government reporting is optional and will not affect hiring decisions.



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