I applied online. The process took 3 weeks. I interviewed at Bertram Capital Management
Interview
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.
I applied through a staffing agency. I interviewed at Bertram Capital Management (Foster City, CA) in Mar 2026
Interview
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
Interview questions [1]
Question 1
What is a sector / industry you are interested in investing in?
I interviewed at Bertram Capital Management (Foster City, CA)
Interview
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.
Interview questions [1]
Question 1
Would you rather own 1,000 residential homes or 100,000 square feet of industrial warehouse space?
