Private Equity Associate — Growth & Portfolio Ops

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

Benefits offered by this job

Comprehensive medical, dental, and vision benefits

Generous 401K match

Flexible PTO policy

Job summary

A private equity firm located in California is currently seeking Associates to join their investment team for a Summer 2027 start date. This role involves collaboration with firm's Principals on new investment opportunities, focusing on private equity investing aspects like portfolio management and deal execution. Candidates should have investment banking experience and strong analytical skills, as well as an undergraduate degree with a minimum GPA of 3.5. Competitive salary range from $220,000 to $250,000 plus bonuses.

Qualifications

• 1-3 years investment banking experience, depending on level.
• Ability to thrive in an entrepreneurial environment.
• Interest in portfolio company strategy and operations.

Responsibilities

• Work on new investments and add-on acquisitions.
• Contribute to investment thesis development.
• Participate in portfolio management.

Skills

Investment banking experience

Fluent in financial statements and modeling

MS Office proficiency (Excel, Word, PowerPoint)

Strong analytical skills

Excellent oral communication skills

Teamwork

Education

Undergraduate degree with minimum 3.5 GPA

Job description

A private equity firm located in California is currently seeking Associates to join their investment team for a Summer 2027 start date. This role involves collaboration with firm's Principals on new investment opportunities, focusing on private equity investing aspects like portfolio management and deal execution. Candidates should have investment banking experience and strong analytical skills, as well as an undergraduate degree with a minimum GPA of 3.5. Competitive salary range from $220,000 to $250,000 plus bonuses.