Associate, Industrials Buyout Investing
Job in
Foster City, San Mateo County, California, 94420, USA
Listed on 2026-09-17
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
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.
- 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.
- 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.
- 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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