OCM Coordinator

Bertram Capital Management • Foster City, CA

4d • $90,000 - $100,000 • Onsite

About The Position

Bertram Capital, a Foster City, CA-based private equity firm, is seeking a highly organized and detail-oriented Coordinator to provide day-to-day operational and administrative support to its OCM team. The ideal candidate is dependable, proactive, and skilled at managing competing priorities in a fast-paced, collaborative environment. The Coordinator will serve as the operational backbone of the OCM team, maintaining the Salesforce.com database, coordinating scheduling and travel, processing expenses, and producing routine reports. Approximately 75% of the Coordinator’s time will be dedicated to administrative and operational support.

Requirements

• Bachelor’s degree required
• Proficiency in Microsoft Office Suite
• Exceptional attention to detail with strong organizational and planning capabilities
• Collaborative mindset with a demonstrated ability to thrive in a team-oriented environment
• Proven ability to coordinate and manage multiple tasks and deadlines simultaneously in a fast-paced environment; self-directed with a strong sense of ownership and follow-through
• Demonstrated ability to provide effective support to a geographically distributed team

Nice To Haves

• Experience with Salesforce.com or an equivalent CRM platform, considered a plus
• Genuine interest in and ability to adopt emerging AI tools and technologies to enhance productivity

Responsibilities

• Coordinate all travel arrangements for the OCM team, including flights, hotels, and ground transportation, ensuring smooth and timely logistics
• Coordinate day-to-day calendars and scheduling for the OCM team, proactively resolving conflicts and prioritizing meetings
• Collect, process, and submit expense reports on behalf of the OCM team, ensuring accuracy and adherence to company policy
• Manage the end-to-end non-disclosure agreement (NDA) process on behalf of the OCM team
• Serve as the primary point of contact for LexCheck, the firm’s AI-powered NDA review solution, coordinating submissions and managing the review workflow
• Facilitate communication and negotiation of NDA terms between the firm’s OCM and counterparty investment bankers and attorneys
• Coordinate, track, and ensure that agreed NDA terms are accurately communicated, implemented, and monitored on an ongoing basis
• Partner with Compliance to coordinate all requests for destruction of confidential materials in accordance with NDA obligations
• Maintain and update the Salesforce.com database on an ongoing basis, ensuring records are complete, accurate, and current across all OCM activities
• Support the refinement of Salesforce.com data entry and reporting workflows, and assist in tracking deal pipeline activity as opportunities progress through the OCM process
• Pull and organize recurring reports and activity summaries within Salesforce.com to help the OCM team track outreach progress and deal pipeline status
• Ensure that all information entered in Salesforce.com is kept current and accurately reflects the firm’s OCM activities and processes
• Prepare and distribute a defined set of OCM reports on a weekly, monthly, and quarterly basis to keep the team informed of activity levels, pipeline status, and outreach progress
• Develop and manage the firm’s internal public relations program
• Develop goals, strategies, and plans for Bertram Capital’s public relations program, encompassing press outreach, speaking engagements, and thought leadership initiatives for the firm and in support of portfolio companies
• Coordinate and manage the internal press release review and approval process
• Oversee and manage external Bertram Capital marketing activities
• Support all Bertram Capital marketing events in accordance with specifications provided by the OCM team leads
• Track and manage budget versus actuals, and coordinate all vendor communications and payments
• Manage all scheduling and communications with investment bankers
• Travel to support events on an as-needed basis
• Manage all marketing materials including the firm’s website, one-pagers, and PowerPoint presentations, covering both the creation of new materials and updates to existing ones; coordinates closely with Compliance throughout

Benefits

• Comprehensive medical, dental, and vision benefits are provided at no cost to the employee.
• We offer a generous 401K match
• a “take what you need” PTO policy.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level