Me postulé a través de una agencia de empleos. Acudí a una entrevista en Bertram Capital Management (Foster City, CA) en mar 2026
Entrevista
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
Preguntas de entrevista [1]
Pregunta 1
What is a sector / industry you are interested in investing in?
Me postulé en línea. El proceso tomó 3 semanas. Acudí a una entrevista en Bertram Capital Management
Entrevista
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.
Acudí a una entrevista en Bertram Capital Management (Foster City, CA)
Entrevista
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.
Preguntas de entrevista [1]
Pregunta 1
Would you rather own 1,000 residential homes or 100,000 square feet of industrial warehouse space?