OCM Coordinator

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. Bertram has distinguished itself in the private equity community by combining venture capital operating methodologies with private equity financial discipline to empower its portfolio companies to unlock their full business potential. This approach is unique in that Bertram is not singularly focused on achieving its investment returns through financial engineering and the extraction of near‑term cash flow.

Instead, Bertram focuses on reinvestment and technology enablement to drive growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization.

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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-pagers, and PowerPoint presentations, covering both the creation of new materials and updates to existing…