Interested in a future career on the Investment Team?
Bertram Capital
Investment Team Opportunity
Foster City, CA
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.
Members of the Investment team work closely with Bertram's Managing Directors 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.
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.
Bertram Capital- ...Story Homes is a fast-growing wholesale investment brokerage helping real estate investors find... ...strong sales leaders who want to coach a team, close deals, and grow their income.... ...suggest improvements, and help shape the future of our sales engine. Foster culture...Suggested
$180k - $210k
...client, a globally recognized investment firm with more than $80B in... ...add an attorney to its legal team in San Francisco. This is an... ...and with senior leadership ~ Interest in developing into a broad-based... ...act as an advisor for your career advancement. Solomon Page has...Suggested$231.94k - $276.25k
...help us get there. A career at Roblox means you'll... ...working to shape the future of human interaction,... ...Partner on our Finance team, you will build the... ...and drive consensus on investment decisions or requests... ...of AI in Finance and interested in leveraging new tools...SuggestedFull timeWork experience placementH1bWork at officeLocal areaVisa sponsorshipMonday to Friday$134.54k - $167.91k
...talent to help us get there. A career at Roblox means you’ll be working to shape the future of human interaction, solving... ...strategically partnering with key business teams who drive our provider mix and... ...least 2+ years of experience in investment banking, consulting, or business...SuggestedFull timeWork experience placementH1bWork at officeLocal areaVisa sponsorshipMonday to Friday- ...empowered to make an impact on your career. Here, innovative thought... ...together. Schwab's branch team is at the heart of our firm's... ...clients own their financial futures. In this exciting role, you'... ..., Education Planning, Investment Management, Banking & Lending...SuggestedFlexible hours
$136.8k - $198.38k
...Our vision for the future is based on the idea that transforming financial... ...work environment, and fluid career paths. We not only encourage... ...a dedicated client practice team, which includes a Wealth... ...explain the ‘Personal Strategy’ investment strategy; recommend, implement...16 hoursTemporary workPart timeWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours$105.1k - $192.6k
...Country At EY, we're all in to shape your future with confidence. We'll help you... ...connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and... ...in Taxation Certified Commercial Investment Member (CCIM) ASA from the American...Summer holidayLocal areaFlexible hours$32.5 per hour
...plan purposefully for their futures and to secure our life-long partnership... ...financial advocate. As one team, we are all committed to... ...personalized service and investment products. Responsibilities... ...transfer opportunities for career growth Volunteer work...Full timeTemporary workPart timeWork experience placementWork at officeImmediate startFlexible hours- ...Whetheryou'restarting out in your career or taking your next step as a... ...is what unites us as a team and strengthens our foundation... ...Balance Sheet, Statement of Investments, Statement of Operations, Statement... ...and calculate monthly interest accruals, managementfeesand capital...Local area
$70.6k - $141.2k
...The Corporate Accounting team, which supports the... ...compliance and protecting the interests of Oracle Corporation (... ...past events and future treatment. Support... ...7. 401(k) Savings and Investment Plan with company match... ...job remains posted. Career Level - IC3 About Us...Temporary workWork at officeLocal areaWorldwideFlexible hours$105k - $135k
...Portland, and Seattle regions. We invest in real estate long-term and... ...means supporting you in your career goals with the very best... ...YOUR ROLE AND IMPACT Our IT Team is looking for a Security Operations... ...those learnings into future detections and playbooks; Contribute...Work experience placementLocal areaHome officeFlexible hours- ...Whether you're starting out in your career or taking your next step as a... ...is what unites us as a team and strengthens our foundation... ...funds, private equity, and other investment-related individuals.... ...offer proactive solutions for the future. As one of the largest and...Temporary workPrivate practiceWork at officeLocal area
- ...Your career path should lead to real opportunity LPL Financial partners with banks... ...Burlingame, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor... ...of financial services. You will join a team that is dedicated to helping clients in every...Local area
- ...Financial Advisor Your career path should lead to real opportunity LPL Financial partners... ..., CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor... ...menu of financial services. You will join a team that is dedicated to helping clients in...Local area
- ...is a growing single-family office looking to add an investment associate to their private equity team in Palo Alto. This person will work closely with the... ...MBA, CFA, or CAIA helpful but not required. Marked interest in private equity and investment management....Work at office
$124k - $186k
...due to its substantial investment in growth and its REIT... ...capital markets treasury team involved in planning,... ...metrics, (cost of capital, interest income and expense,... ...wherever you are in your career and life, you’ll be... ...plan for your financial future. Paid Time Off (PTO) and...Full timeWork experience placementWork at officeLocal area$133k - $141k
...employees as they develop their careers and enrich their lives.... ...Reporting, Fund Accounting, Investment Accounting, Global Business Services... ..., driven to impact the future of our legacy, and improve lives... ...contributions to the Capital Accounting team. Applying effective...Hourly payWork experience placementWork at office- ...San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a... ...menu of financial services. You will join a team that is dedicated to helping members in every... ...position will allow you to grow your career and business, helping the people and families...Local area
- ...Lead the Future of Dentistry Overjet is the world-leader in dental... ...place to accelerate your career. Come join us! The Role Overjet... ...a key member of the Finance Team, you will play a central role... ...years of experience in FP&A, investment banking, or PE/VC ~ Experience...Live inWork at officeWork from homeFlexible hoursDay shift
$115k - $130k
...provide the tools and support our acquisitions team needs to perform at their best. The ideal... ...your goals and are looking to take your career to the next level, apply today!... ...manner to drive business forward Research investment and partnership models, real estate market...Full timeContract workCasual work$122.4k - $183.6k
...doing the most important work of your career. The Finance & Strategy team is an integral thought partner to... ...help steward Stripe's resource investments to improve the durability of our long... ..., and location. Applicants interested in this role and who are not located...Full time- ...close collaboration with cross-functional teams, including development, construction,... ...finance solutions, including tax equity and investment structures Prepare internal and... ...models from scratch ~ Backgrounds of interest: developer/IPPs, investment banking, infra...Full timeWork at officeLocal areaRemote work
$177k - $265k
...opportunity to shape their future. A career at Equinix means being at the... ...impact. You’ll work across teams, influence key decisions, and... ...board-level materials Capital & Investment Analytics Partner with... ...information you are likely to be interested in. By submitting your...Full timeWork at office- ...Bay Area or Denver. Familiarity with the Investment Advisers Act, the Investment Company Act... ...assets). Applicants should have an interest in analyzing and advising on novel legal... ..., and any questions about the post to: careers@colefrieman.com . Please note: at...Remote work
$88k - $131.9k
...Provide support to the GTM FP&A team leaders Create and maintain reporting... ...reports that track budget trends and forecast future needs Partner with the business to provide... ...and forecasting, build models to evaluate investments, and provide performance reporting with actionable...Work at officeRemote workFlexible hours3 days per week$142k - $180k
...leading platform, SnapLogic empowers every team across the enterprise to securely build... ...strategic finance, public accounting and/or investment banking ~ Experience working with Sales... ...'s talk. Apply now and help shape the future of integration. We may use artificial...Full timeWork at office$100 per hour
...on the P&L. Role Overview Turing is looking for Investment Banking professionals to work with our researchers to improve... ...solving complex problems in investment banking and are interested in shaping the future of AI in finance, please apply. No prior AI experience...Hourly payFreelanceRemote workFlexible hours$244.82k - $342.75k
...will lead the Finance Division team in the management of all... ...and public funding sources of interest to Caltrain, and determines the... ...and funding management, and investment functions for Caltrain. • The... ...related to your job or career goals with the District....Full timeContract workTemporary workPart timeLocal areaFlexible hours- ...experience for residents. We embrace technology, invest in talented people, care deeply about the... ...THE ROLE You’ll lead and grow the team of controllers and property accountants... ...development opportunities ● Career growth with a clear path toward broader financial...Local area
- ...Investment Real Estate Acquisitions Agent Are you a driven, entrepreneurial professional looking to take your career to the next level? Prophet Homes is looking for ambitious, results-oriented... ...training programs, supported by a team with vast experience in successful...
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