Investment Associate 2027

Bertram Capital; Foster City (CA); On-site; USD 220,000 - 250,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401K match

PTO

Job summary

Bertram Capital is seeking Associates to join its investment team in Foster City, CA for a Summer 2027 start date. You will work on a small deal team with Principals and Partners, evaluating new platform investments and add-ons while developing investment theses and portfolio management skills.

The role requires 1–3 years of investment banking experience, an undergraduate degree, and strong financial modeling and communication abilities.

Qualifications

• 1-3 years investment banking experience.
• Undergraduate degree with strong GPA and test scores.
• Fluency with financial statements, modeling and capital structure.
• Ability to thrive in an entrepreneurial environment and manage multiple projects.
• Interest in portfolio company strategy and operations.
• Strong analytical skills, strategic insight, industry perspective and curiosity.
• Self-starter with excellent oral communication.
• Demonstrated teamwork and collaboration.
• Proficiency with MS Office (Excel, Word, PowerPoint).

Responsibilities

• Evaluate new platform investments and add-on acquisitions.
• Develop investment theses and manage portfolio performance.
• Support deal execution with Principals and Partners.
• Collaborate across Industrials, Consumer, and Business Services verticals.
• Contribute to strategy development and portfolio company operations.

Skills

Investment banking

Financial modeling

Analytical thinking

Communication

Team collaboration

Entrepreneurial mindset

Education

Undergraduate degree

Tools

MS Office

Excel

PowerPoint

Job description

The expected salary range for this position is: $220,000- $250,000.

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)

This position is based in Foster City, CA.

Anticipated start date for this role is August 2, 2027.

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.