Ho presentato la mia candidatura tramite un'agenzia di reclutamento personale. Ho sostenuto un colloquio presso Bertram Capital Management (Foster City, CA) nel mese di mar 2026
Colloquio
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
Domande di colloquio [1]
Domanda 1
What is a sector / industry you are interested in investing in?
Ho presentato la mia candidatura online. La procedura ha richiesto 3 settimane. Ho sostenuto un colloquio presso Bertram Capital Management
Colloquio
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.
Ho sostenuto un colloquio presso Bertram Capital Management (Foster City, CA)
Colloquio
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.
Domande di colloquio [1]
Domanda 1
Would you rather own 1,000 residential homes or 100,000 square feet of industrial warehouse space?