Investment Team Associate (2027)

The role

Associates will work on a small deal team within the Industrials, Consumer, or Business Services verticals. They will work closely with Principals and Partners on new investments, add-on acquisitions, investment thesis development, portfolio management, and deal execution.

What you will do

• Evaluation of new platform investments
• Identification and execution of add-on acquisitions
• Investment thesis development
• Portfolio management
• Deal execution

Required qualifications

• 1-3 years investment banking experience (depending on level)
• Undergraduate degree (minimum 3.5 GPA or equivalent)
• 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)

Benefits

• Comprehensive medical, dental, and vision benefits are provided at no cost to the employee
• Generous 401K match
• “take what you need” PTO policy

About the company

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.