Associate, Industrials Buyout Investing

Growth Equity Interview Guide; Foster City (CA); Sur place; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Competitive salary with annual bonus

Comprehensive medical, dental, and vis

Generous 401K match

Flexible PTO policy

Résumé du poste

Bertram Capital is seeking an Investment Associate to join the Industrials team, beginning in 2026. You will evaluate investments, develop theses, manage portfolio companies, and participate in deal execution with senior team members.

Ideal candidates have 1–3 years in investment banking, strong financial modeling skills, and solid communication abilities to collaborate across the firm. The role offers comprehensive benefits and a path to growth.

Qualifications

• 1-3 years of investment banking experience.
• Undergraduate degree with GPA of at least 3.5.
• Strong understanding of financial statements and modeling.
• Ability to manage multiple projects in a fast-paced environment.
• Interest in portfolio company strategy and operations.
• Excellent communication and teamwork skills.
• Proficiency with MS Office, especially Excel.

Responsabilités

• Work closely with senior team members on new investment opportunities.
• Evaluate potential platform investments and add-on acquisitions.
• Develop investment theses and manage portfolio companies.
• Participate in deal execution and due diligence processes.

Connaissances

Investment banking experience

Financial modeling

Communication

Teamwork

MS Office / Excel

Formation

Undergraduate degree 3.5 GPA

Outils

MS Excel

Description du poste

Bertram Capital is looking for an Investment Associate to join their Industrials team starting in 2026. This role offers a chance to work on a variety of investment opportunities and collaborate with experienced professionals. You’ll be involved in evaluating investments, managing portfolios, and executing deals, all while being part of a dynamic and supportive team.

What You’ll Do

• Work closely with senior team members on new investment opportunities.
• Evaluate potential platform investments and add-on acquisitions.
• Develop investment theses and manage portfolio companies.
• Participate in deal execution and due diligence processes.

What You Need

• 1-3 years of investment banking experience.
• Undergraduate degree with a minimum GPA of 3.5.
• Strong understanding of financial statements and modeling.
• Ability to manage multiple projects in a fast-paced environment.
• Interest in portfolio company strategy and operations.
• Excellent communication and teamwork skills.
• High proficiency in MS Office, especially Excel.

What You’ll Love

• Competitive salary with a potential annual bonus after one year.
• Comprehensive medical, dental, and vision benefits at no cost.
• Generous 401K match to help you save for the future.
• Flexible PTO policy that lets you take the time you need.

About the Firm

• Bertram Capital is a private equity firm focused on lower middle market companies.
• They have raised over $4 billion in capital since 2006.
• The firm combines venture capital methods with private equity discipline.
• They emphasize growth through reinvestment and technology enablement.