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. 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.
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Position Summary
We are seeking a highly capable and intellectually curious MBA Intern to support our investment thesis development efforts. This role is ideal for individuals with a strong strategic mindset and prior consulting experience who are looking to gain meaningful exposure to private equity and sector-focused investing.
The primary responsibility of the intern will be to lead or co-lead a structured sub-sector thesis project within one of our core verticals. Additionally, the intern may assist the investment team on an ad hoc basis with live deals or diligence efforts, specifically when these are aligned with their thesis focus.
Key Responsibilities
- Lead or support the creation of a well-researched, actionable investment thesis within a defined sub-sector of consumer, business services, or industrial markets.
- Engage with internal team members, subject matter experts, and third-party resources to refine thesis insights.
- Conduct market mapping, industry trend analysis, and competitive landscaping to identify compelling investment themes.
- Translate findings into high-quality presentations and strategic recommendations.
- Contribute to sourcing initiatives or platform development strategies connected to the thesis area.
- Provide ad hoc support on investment opportunities only when directly relevant to the intern’s thesis work.
Qualifications
- Currently enrolled in a top-tier MBA program.
- Undergraduate degree from a reputable academic institution.
- 2–3+ years of prior experience in management consulting, ideally with exposure to private equity clients.
- Demonstrated strength in strategic thinking, market research, and structured problem-solving.
- Exceptional written and verbal communication skills.
- Proactive, self-directed, and comfortable working independently.
Compensation:
The expected compensation for this role is $30,000.
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.
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