OCM Coordinator

Position Description

Bertram Capital, a Foster City, CA-based private equity investment firm, is seeking a highly organized and detail-oriented Coordinator to provide day-to-day operational and administrative support to its OCM team. The ideal candidate is dependable, proactive, and skilled at managing competing priorities in a fast-paced, collaborative environment. The Coordinator will serve as the operational backbone of the OCM team, maintaining the  database, coordinating scheduling and travel, processing expenses, and producing routine reports.

Approximately 75 % of the Coordinator’s time will be dedicated to administrative and operational support.

• Coordinate all travel arrangements for the OCM team, including flights, hotels, and ground transportation, ensuring smooth and timely logistics
• Coordinate day‑to‑day calendars and scheduling for the OCM team, proactively resolving conflicts and prioritizing meetings
• Collect, process, and submit expense reports on behalf of the OCM team, ensuring accuracy and adherence to company policy
• Manage the end‑to‑end non‑disclosure agreement (NDA) process on behalf of the OCM team
• Serve as the primary point of contact for Lex Check, the firm’s AI‑powered NDA review solution, coordinating submissions and managing the review workflow
• Facilitate communication and negotiation of NDA terms between the firm’s OCM and counter party investment bankers and attorneys
• Coordinate, track, and ensure that agreed NDA terms are accurately communicated, implemented, and monitored on an ongoing basis
• Partner with Compliance to coordinate all requests for destruction of confidential materials in accordance with NDA obligations
• Maintain and update the  database on an ongoing basis, ensuring records are complete, accurate, and current across all OCM activities
• Support the refinement of  data entry and reporting workflows, and assist in tracking deal pipeline activity as opportunities progress through the OCM process
• Pull and organize recurring reports and activity summaries within  to help the OCM team track outreach progress and deal pipeline status
• Ensure that all information entered in  is kept current and accurately reflects the firm’s OCM activities and processes
• Prepare and distribute a defined set of OCM reports on a weekly, monthly, and quarterly basis to keep the team informed of activity levels, pipeline status, and outreach progress
• Develop and manage the firm’s internal public relations program
• Develop goals, strategies, and plans for Bertram Capital’s public relations program, encompassing press outreach, speaking engagements, and thought leadership initiatives for the firm and in support of portfolio companies
• Coordinate and manage the internal press release review and approval process
• Oversee and manage external Bertram Capital marketing activities
• Support all Bertram Capital marketing events in accordance with specifications provided by the OCM team leads
• Track and manage budget versus actuals, and coordinate all vendor communications and payments
• Manage all scheduling and communications with investment bankers
• Travel to support events on an as‑needed basis
• Manage all marketing materials including the firm’s website, one‑pages, and PowerPoint presentations, covering both the creation of new materials and updates to existing ones; coordinates closely with Compliance throughout

• Experience with  or an equivalent CRM platform, considered a plus
• Genuine interest in and ability to adopt emerging AI tools and technologies to enhance productivity
• Proficiency in Microsoft Office Suite
• Exceptional attention to detail with strong organizational and planning capabilities
• Collaborative mindset with a demonstrated ability to thrive in a team‑oriented environment
• Proven ability to coordinate and manage multiple tasks and deadlines simultaneously in a fast‑paced environment; self‑directed with a strong sense of ownership and follow‑through
• Demonstrated ability to provide effective support to a geographically distributed team

The expected salary range for this position is: $90,000–$100,000 total annual compensation plus additional annual…