Investment Team Associate

4 weeks ago


San Francisco, California, United States Bertram Capital Management Full time
Investment Team Associate

Bertram Capital Management is a private equity firm that invests in lower middle market companies. With over $3.5B in capital commitments, the firm has established itself as a leader in the private equity community. Our unique approach combines venture capital operating methodologies with private equity financial discipline to empower our portfolio companies to unlock their full business potential.

Position Overview

We are seeking highly motivated and talented individuals to join our investment team as Associates. As a member of our team, you will work closely with our Principals and Partners on a mix of opportunities for new investments. You 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.

Responsibilities
  • Evaluate new platform investments and identify opportunities for growth
  • Develop and execute investment theses for new investments
  • Manage and analyze financial models and capital structures
  • Work closely with our Principals and Partners to identify and execute add-on acquisitions
  • Develop and implement portfolio management strategies
  • Collaborate with our team to drive growth and value through digital marketing, e-commerce, big data and analytics, application development, and internal and external platform optimization
Requirements
  • 1-3 years of investment banking experience
  • 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. Offered salary may be based on a variety of factors including skills, experience, and qualifications for the role. Other compensation includes carried interest/profit sharing. 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. Other perks include a cell phone stipend, engaging team events, and holiday parties.

Diversity, Equity, and Inclusion

At Bertram Capital Management, 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 ensures that Bertram is a place that attracts, grows, and promotes top talent from all backgrounds.


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