Investment Associate

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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Position Description

Bertram Capital is seeking Associates to join the firm’s investment team within the Industrials, Consumer, or Business Services verticals for a Summer 2026 start-date. These founding team members working closely with Bertram's Principals and Partners across a mix of opportunities for new investments. These roles will work on a small deal team and will be exposed to the full spectrum of private equity investing including evaluation of new platform investments, identification and execution of add-on acquisitions, investment thesis development, portfolio management, and deal execution.

We hire personable, intelligent, self-starters who exhibit professionalism and exceptional analytical, organizational and communication skills.

Qualifications

• 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 and 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)

Compensation and Benefits

The expected salary range for this position is: $220,000- $250,000 total annual compensation plus additional annual bonus beginning after 1 year of tenure. Offered salary may be based on a variety of factors including skills, experience, and qualifications for the role.

Comprehensive medical, dental, and vision benefits are provided at no cost to the employee. We offer a generous 401K match as well as a “take what you need” PTO policy.

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Diversity, Equity, and Inclusion

At Bertram Capital we value and celebrate the many perspectives that arise from a variety of cultures, genders, religions, national origins, ages, abilities, socioeconomic status and sexual orientation. Our commitment to Diversity, Equity and Inclusion (DEI) ensures that Bertram is a place that attracts, grows, and promotes top talent from all backgrounds.

• Bachelor's degree in Finance, Economics, Business, or a related field.
• 2-4 years of experience in investment banking, private equity, or a similar investment-focused environment.
• Strong analytical and financial modeling skills.
• Excellent proficiency in Microsoft Excel and PowerPoint.
• Effective written and verbal communication skills.
• Ability to work collaboratively in a team-oriented environment.
• Demonstrated ability to manage multiple projects and deadlines.