Investment Associate — Growth & Tech-Enabled PE
Bertram Capital
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Descrizione del lavoro
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.
Competenze
- 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).
Mansioni
- 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.
Conoscenze
Formazione
Strumenti
Descrizione del lavoro
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.
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