Operations 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 $2.2B 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 an In-Office role based in Foster City, CA Monday through Thursday, (Fridays are a work from home day). 

Bertram Capital is seeking an Operations Assistant to join the firm in its San Francisco Bay Area office. This individual will report to the Chief Administrative Officer. A successful Operations Assistant will be organized, reliable, able to maintain confidentiality, and able to successfully manage several time sensitive requests and projects simultaneously.

Role Responsibilities

  • This role will be covering for an employee on maternity leave as the Front Desk/Office Manager until the end of July
  • Beginning August 1st, the role will transition to an Operations-Administrative Assistant position supporting a small group of executives and providing back up for the Office Manager as needed
  • Travel Support Coordinate domestic and international travel arrangements, transportation, accommodations, and travel itineraries according to company Travel & Expense Policy
  • Scheduling and Communication Coordinate breaks with the Office Manager and coordinate appropriate alternate coverage in your absence
  • Maintain and manage calendars
  • Review incoming mail, faxes and e-mail and handle appropriately
  • Accounting- Complete and submit expense reports by the required deadline as outlined in the Firm’s Travel & Expense Policy
  • Process benefits reimbursements
  • Organization & Conduct -Ensure any contracts, agreements or other documents are signed as appropriate
  • Keep the Firm’s confidential information private and as privileged records and not disclose or divulge to Bertram employees and non-Bertram individuals
  • Serve as an active member of the Operations team
  • Participate in event planning and culture building activities for the Firm



  • Bachelor’s degree required
  • A minimum of 2 years of Office Management/Administrative Assistant experience in a fast paced and challenging environment
  • Private equity/venture capital industry experience preferred
  • Exceptional detail orientation as well as interpersonal and organizational skills
  • High integrity in working with confidential information
  • Exceptional travel planning and arrangement skills
  • Advanced knowledge of Concur, Word, Excel, PowerPoint and Outlook
  • Ability to focus, multi-task and work under pressure to meet the required deadlines
  • Strong negotiation and project management skills
  • 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



  • A competitive base salary
  • Guaranteed annual bonus
  • A premium suite of benefits including comprehensive medical, dental and vision
  • Unlimited paid time off


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.


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