Teams at Bertram Capital Management

Designs, builds, and scales enterprise CRM solutions while leading ERP-to-ERP migrations across portfolio companies. Responsibilities include requirements gathering, architecture, application development, system integration, data mapping and migration, API and workflow integration, testing, cutover planning, post-go-live support, and stakeholder collaboration. The role also evaluates build-versus-buy options, improves enterprise operations, and partners with project managers and UI/UX designers to deliver scalable solutions.

Build lightweight AI prototypes and workflow solutions for portfolio companies. Identify operational bottlenecks, develop proof-of-concepts using large language models and emerging AI technologies, document technical requirements for engineering handoff, and collaborate with investment, management, and engineering teams to drive AI adoption, operational efficiency, and business ROI.

The Investment Team Associate will support private equity investment processes,perform financial evaluations, portfolio management, and team collaboration.