Administrative Assistant- Finance and Compliance

Administrative Assistant

Bertram Capital 

Foster City, California, United States (On-site)

Firm Overview

Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3.5B 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.

Visit www.bcap.com for more information.

Position Description

Please note this is a hybrid role in Foster City, CA 3-4 days per week

Bertram Capital is seeking an Administrative Assistant to support the Firm's Finance and Compliance function. This individual will report to the CCO/CFO. A successful Administrative Assistant will be organized, reliable, able to maintain confidentiality, and able to successfully manage several time sensitive requests and projects simultaneously.

Role 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.

Qualifications:

• 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

Compensation and Benefits:

The expected salary range for this position is: $90,000- $110,000 total annual compensation. 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. We offer a generous 401K match as well as a “take what you need” PTO policy. 

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.

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.