Job Market
Financial and Investment Analyst
Bertram Capital Management LLC seeks Financial
and Investment Analyst (Foster City): Assist with the
sourcing, developing, negotiating, financing, closing
of investment opportunities, and portfolio
management. Provide an initial review of prospective
investment opportunities and complete deep due
diligence analysis for select investments, including
financial analysis, legal, and operational reviews.
Engage proactively with the firm’s portfolio
companies, advise on business strategy, value creation
initiatives, financial analysis, performance monitoring,
and strategic opportunities. Travel to attend
management meetings, industry conferences, business
development events. Required: Bachelor’s degree or
Equivalent in Business Administration, Commerce,
Finance or closely related field of study and 2-years
of experience in a job offered and investment banking.
Strong proficiency in valuation analysis, Discounted
Cash Flow Analysis, Leverage Buyouts, M&A
modeling, Excel, PowerPoint, CapIQ, and Bloomberg.
To apply, email your resumes to