Investment Team Associate (2026) at Bertram Capital Management

California, United States

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$220,000 – $250,000Compensation

Internship, Junior (1 to 2 years)Experience Level

InternshipJob Type

UnknownVisa

Private Equity, Industrials, Consumer, Business ServicesIndustries

Requirements

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)

Responsibilities

Working closely with Bertram’s Principals and Partners on a mix of investment opportunities
Evaluating new platform investments
Identifying and executing add-on acquisitions
Developing investment theses
Participating in portfolio management
Supporting deal execution

Skills

Financial Modeling

Financial Statements

Capital Structure

Excel

PowerPoint

Word

Investment Thesis Development

Portfolio Management

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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