Investment Team Associate - Industrials (2026) (San Francisco)

Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $4 B of capital commitments. Bertram combines venture‑capital operating methodologies with private‑equity financial discipline to empower portfolio companies to unlock their full business potential. The firm 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.

Bay Area

Position Description

Bertram Capital is seeking Associates to join the firm’s investment team within the Industrials vertical for a Summer 2026 start date. These founding team members will work closely with Bertram's Principals and Partners across a mix of opportunities for new investments. They will work on a small deal team and 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. Bertram hires 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 an additional annual bonus beginning after one 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. A generous 401(k) match is offered as well as a “take what you need” PTO policy.

If hired, the employee will be in an at‑will position and the company reserves the right to modify base salary and any other discretionary compensation at any time, including for reasons related to individual performance, company or 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.

As set forth in Bertram Capital Management’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.