Investment Team Associate

Summary

Join the Bertram Capital team as an Associate in the Industrials, Consumer, or Business Services verticals for a Summer 2025 start-date. As a founding team member, you will work closely with Principals and Partners across various opportunities for new investments, deal execution, and portfolio management.

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
• 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

• Work on a small deal team
• Evaluate new platform investments
• Identify and execute add-on acquisitions
• Develop investment thesis
• Manage portfolio companies

Benefits

• $220,000- $250,000 total annual compensation
• Comprehensive medical, dental, and vision benefits at no cost to the employee
• Generous 401K match
• Take what you need PTO policy
• Cell phone stipend
• Engaging team events and holiday parties