Investment Senior Associate- Industrials at Bertram Capital Management

California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Industrials, Private EquityIndustries

Requirements

4-5 years of relevant experience either in investment banking or Private Equity
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)
Personable, intelligent, self-starters who exhibit professionalism and exceptional analytical, organizational and communication skills

Responsibilities

Work closely with Bertram's Principals and Partners across a mix of opportunities for new investments
Work on a small deal team exposed to the full spectrum of private equity investing
Evaluation of new platform investments
Identification and execution of add-on acquisitions
Investment thesis development
Portfolio management
Deal execution

Skills

Key technologies and capabilities for this role

Financial ModelingFinancial StatementsCapital StructureInvestment BankingPrivate EquityDeal ExecutionPortfolio ManagementInvestment Thesis DevelopmentAdd-on Acquisitions

Questions & Answers

Common questions about this position

What is the salary range for the Investment Senior Associate role?

The expected salary range is $275,000-$325,000 total annual compensation plus additional annual bonus beginning after 1 year of tenure. Offered salary may vary based on skills, experience, and qualifications.

What benefits are offered for this position?

Comprehensive medical, dental, and vision benefits are provided at no cost to the employee, along with a generous 401K match and a 'take what you need' PTO policy.

What are the required qualifications and skills for this role?

Candidates need 4-5 years of relevant experience in investment banking or Private Equity, an undergraduate degree with minimum 3.5 GPA or equivalent and high ACT/SAT scores, fluency with financial statements, modeling and capital structure, strong analytical and communication skills, high proficiency with MS Office, and ability to thrive in an entrepreneurial environment.

Is this position remote or does it require office work?

This information is not specified in the job description.

What kind of candidate is Bertram Capital looking for?

They seek personable, intelligent, self-starters who exhibit professionalism and exceptional analytical, organizational, and communication skills, with demonstrated experience working as a productive team member.

Bertram Capital Management

Private equity firm for business growth

About Bertram Capital Management

Bertram Capital Management focuses on private equity investments, partnering with business owners and management teams to develop companies into industry leaders. The firm raises capital to invest in businesses, utilizing strategic growth capital and proprietary methods like Bertram High and Bertram Labs to facilitate transformation and growth. Unlike many competitors, Bertram Capital emphasizes unique procurement and distribution capabilities, which allow them to serve major online retailers effectively. Their portfolio includes companies such as NEFCO and Status, showcasing their ability to enhance value through strong relationships and U.S.-based manufacturing. The primary goal of Bertram Capital is to increase the value of their investments, generating significant returns for their clients.

San Mateo, CaliforniaHeadquarters

2006Year Founded

$6.1MTotal Funding

VENTURE_UNKNOWNCompany Stage

Venture Capital, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Unlimited Paid Time Off

Phone/Internet Stipend

Risks

Increased competition in private equity could lead to higher acquisition costs.

Rising interest rates may impact Bertram Capital's ability to finance new acquisitions.

Volatility in global supply chains could affect operations of newly acquired companies.

Differentiation

Bertram Capital uses proprietary processes like Bertram High and Bertram Labs for growth.

The firm focuses on transforming businesses into market leaders through strategic growth capital.

Bertram Capital has a strong U.S.-based manufacturing capability and marquee customer relationships.

Upsides

Bertram Capital won the 2024 Top PE Innovator Award for its innovative practices.

The firm leverages unique procurement and distribution capabilities for top online retailers.

Bertram Capital's acquisition of MSE Supplies expands its reach in advanced materials.

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