J'ai passé un entretien chez Bertram Capital Management (Foster City, CA)
Entretien
Met with multiple investment professionals. There were a mix of technical and behavioral questions, all of which were fair. I was asked to work on a paper LBO with pen and paper. The numbers were not complicated. People frequently mentioned culture as a differentiator for the firm.
Questions d'entretien [1]
Question 1
Would you rather own 1,000 residential homes or 100,000 square feet of industrial warehouse space?
J'ai postulé en ligne. Le processus a pris 3 semaines. J'ai passé un entretien chez Bertram Capital Management
Entretien
First interview was a 15 minute phone screening with HR. Very chill and basic behavioral interview/introductory call.
Next up was a case study: full LBO, 3-statement model build out and a 3 page slide deck with your findings about an investment opportunity.
You get plenty of time for the case study (a week), but it was unclear how in-depth/detailed they wanted you to be. I thought I did a solid job, but I did not move forward after submitting it. I tried asking for feedback but no one got back to me.
J'ai postulé via une agence de recrutement. J'ai passé un entretien chez Bertram Capital Management (Foster City, CA) en mars 2026
Entretien
First round is an HR Screen, then you are given one week for a take-home model + case study, then there is an in-person Superday with senior members of the team
Questions d'entretien [1]
Question 1
What is a sector / industry you are interested in investing in?
