Bertram Capital Management

OCM Coordinator

Foster City, CA

Sponsorship not specified$90k-$100kDetected 27 days ago

CRMNegotiationLogisticsLeadershipCommunicationPublic SpeakingOrganizational SkillsMicrosoft Office

About the role

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.
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.

Manage the end-to-end non-disclosure agreement (NDA) process on behalf of the OCM team
Partner with Compliance to coordinate all requests for destruction of confidential materials in accordance with NDA obligations
Maintain and update the Salesforce.com database on an ongoing basis, ensuring records are complete, accurate, and current across all OCM activities
Support the refinement of Salesforce.com data entry and reporting workflows, and assist in tracking deal pipeline activity as opportunities progress through the OCM process
Develop and manage the firm's internal public relations program
Develop goals, strategies, and plans for Bertram Capital's public relations program, encompassing press outreach, speaking engagements, and thought leadership initiatives for the firm and in support of portfolio companies
Coordinate and manage the internal press release review and approval process
Oversee and manage external Bertram Capital marketing activities
Support all Bertram Capital marketing events in accordance with specifications provided by the OCM team leads
Track and manage budget versus actuals, and coordinate all vendor communications and payments

Bachelor's degree required
Genuine interest in and ability to adopt emerging AI tools and technologies to enhance productivity
Proficiency in Microsoft Office Suite
Collaborative mindset with a demonstrated ability to thrive in a team-oriented environment
Exceptional attention to detail with strong organizational and planning capabilities
Proven ability to coordinate and manage multiple tasks and deadlines simultaneously in a fast-paced environment; self-directed with a strong sense of ownership and follow-through
Demonstrated ability to provide effective support to a geographically distributed team

$90,000-$100,000 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.
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.
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.

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.
Diversity, Equity, and Inclusion

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 listing is sourced directly from Bertram Capital Management's careers page and normalized into a canonical job model.