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Associate, Industrials Buyout Investing

Job in Foster City, San Mateo County, California, 94420, USA
Listing for: Growth Equity Interview Guide
Full Time position
Listed on 2026-09-17
Job specializations:
  • Finance & Banking
    Financial Analyst, Portfolio & Asset Management, Corporate Finance
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below

Bertram Capital is looking for an Investment Associate to join their Industrials team starting in 2026. This role offers a chance to work on a variety of investment opportunities and collaborate with experienced professionals. You’ll be involved in evaluating investments, managing portfolios, and executing deals, all while being part of a dynamic and supportive team.

What You’ll Do
  • Work closely with senior team members on new investment opportunities.
  • Evaluate potential platform investments and add-on acquisitions.
  • Develop investment theses and manage portfolio companies.
  • Participate in deal execution and due diligence processes.
What You Need
  • 1-3 years of investment banking experience.
  • Undergraduate degree with a minimum GPA of 3.5.
  • Strong understanding of financial statements and modeling.
  • Ability to manage multiple projects in a fast-paced environment.
  • Interest in portfolio company strategy and operations.
  • Excellent communication and teamwork skills.
  • High proficiency in MS Office, especially Excel.
What You’ll Love
  • Competitive salary with a potential annual bonus after one year.
  • Comprehensive medical, dental, and vision benefits at no cost.
  • Generous 401K match to help you save for the future.
  • Flexible PTO policy that lets you take the time you need.
About the Firm
  • Bertram Capital is a private equity firm focused on lower middle market companies.
  • They have raised over $4 billion in capital since 2006.
  • The firm combines venture capital methods with private equity discipline.
  • They emphasize growth through reinvestment and technology enablement.
Position Requirements
10+ Years work experience
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