Full-Time

Administrative Assistant-Finance and Compliance

Confirmed live in the last 24 hours

Bertram Capital Management

Bertram Capital Management

51-200 employees

Private equity firm focused on business growth

Venture Capital
Financial Services

Compensation Overview

$90k - $110kAnnually

Junior, Mid

San Mateo, CA, USA

Hybrid role requiring 3-4 days in the office per week.

Category
Administrative & Executive Assistance
Administrative Support
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

You match the following Bertram Capital Management's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree preferred
  • A minimum of 2 years of Office Management/Administrative Assistant experience in a fast paced and challenging environment
  • Exceptional detail orientation as well as interpersonal and organizational skills
  • High integrity in working with confidential information
  • Knowledge of Concur, Word, Excel, PowerPoint and Outlook
  • Ability to focus, multi-task and work under pressure to meet the required deadlines
  • Flexible, team player who will help, teach, and learn from others
  • Must be willing to work out of our SF Bay Area (Foster City, CA) office
Responsibilities
  • Provide support to the Finance and Compliance departments with various administrative tasks.
  • Assist in scheduling meetings by managing availability and communicating with attendees.
  • Communicate professionally and accurately via email and phone with internal and external stakeholders.
  • Manage and oversee internal signature approval process for time sensitive documents.
  • Handle sensitive and confidential information with discretion.
Bertram Capital Management

Bertram Capital Management

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Bertram Capital Management is a private equity firm that collaborates with business owners and management teams to develop companies into industry leaders. The firm focuses on providing strategic growth capital and employs proprietary processes, such as Bertram High and Bertram Labs, to transform businesses. With over $3 billion in capital commitments since its founding in 2006, Bertram Capital invests in a variety of sectors, helping companies like NEFCO and Status enhance their value and achieve growth. What sets Bertram Capital apart from its competitors is its unique procurement and distribution capabilities, which allow it to serve major online retailers effectively. The firm's goal is to increase the value of its portfolio companies through strategic investments and strong relationships with key customers.

Company Size

51-200

Company Stage

N/A

Total Funding

$6.1M

Headquarters

San Mateo, California

Founded

2006

Simplify Jobs

Simplify's Take

What believers are saying

  • Bertram Capital won the 2024 Top PE Innovator Award for its innovative practices.
  • The firm leverages unique procurement and distribution capabilities for top online retailers.
  • Bertram Capital's acquisition of MSE Supplies expands its reach in advanced materials.

What critics are saying

  • Increased competition in private equity could lead to higher acquisition costs.
  • Rising interest rates may impact Bertram Capital's ability to finance new acquisitions.
  • Volatility in global supply chains could affect operations of newly acquired companies.

What makes Bertram Capital Management unique

  • Bertram Capital uses proprietary processes like Bertram High and Bertram Labs for growth.
  • The firm focuses on transforming businesses into market leaders through strategic growth capital.
  • Bertram Capital has a strong U.S.-based manufacturing capability and marquee customer relationships.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Unlimited Paid Time Off

Phone/Internet Stipend

Company News

PR Newswire
Oct 22nd, 2024
Bertram Capital Partners with Perimeter Solutions Group

Bertram Capital partners with Perimeter Solutions Group.

PE Hub
Oct 22nd, 2024
Fence installer Perimeter Solutions Group picks up investment from Bertram Capital | PE Hub

Harvey & Company, LLC led by Christian Martell helped close the deal.

PE Professional
Sep 26th, 2024
Bertram Capital Acquires MSE Supplies

Bertram Capital has acquired MSE Supplies, a supplier of materials, lab equipment, and analytical services. MSE offers over 10,000 SKUs for research and industrial applications, specializing in advanced materials and lab consumables. Founded in 2015 by Dr. Ryan Du and Dr. Sam Zhu, MSE serves over 30,000 customers in 100+ countries. Bertram plans to leverage its in-house tech team to support MSE's growth.

WV News
Sep 25th, 2024
BERTRAM CAPITAL PARTNERS WITH LABORATORY EQUIPMENT AND ADVANCED MATERIALS PROVIDER MSE SUPPLIES

Bertram Capital partners with laboratory equipment and advanced materials provider MSE Supplies.

PR Newswire
Mar 26th, 2024
Xlcs Partners Advises Globe International On Sale To Afc Industries

NASHVILLE, Tenn., March 26, 2024 /PRNewswire/ -- XLCS Partners, Inc., a leading middle market investment bank, is pleased to announce it served as exclusive advisor to Globe International Corporation (Globe), on its sale to AFC Industries (AFC), a portfolio company of Bertram Capital.XLCS Partners advises Globe International on sale to AFC IndustriesFounded in 1950, Globe is a global supplier of OEM fasteners, garage door hardware, and galvanized aircraft cable. Based in Philadelphia, Pennsylvania, the company specializes in value-added kitting and related services. It holds a leading market position in the overhead door industry, serving as a critical supply chain partner to leading OEMs and specialty distributors of garage doors, parts, and accessories. Other industries served include industrial and residential fence, industrial OEMs, furniture, and solar."Since Globe has been in our family for three generations, the decision to embark on this journey is one that we did not take lightly," said Globe co-owner Steve Weissman. "XLCS served as an invaluable advisor to guide us through this process. Anthony and Jay both had a tremendous understanding of our business and the overall landscape of the industrial fastener market