Bertram Capital is seeking a highly organized and detail-oriented Coordinator to provide day-to-day operational and administrative support to its OCM team. The Coordinator will maintain the Salesforce.com database, coordinate scheduling and travel, process expenses, and produce routine reports.
Requirements
- Coordinate all travel arrangements for the OCM team
- Coordinate day-to-day calendars and scheduling for the OCM team
- Collect, process, and submit expense reports on behalf of the OCM team
- 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
- 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
- Maintain and update the Salesforce.com database on an ongoing basis
- Support the refinement of Salesforce.com data entry and reporting workflows
- Pull and organize recurring reports and activity summaries within Salesforce.com to help the OCM team track outreach progress and deal pipeline status
- Prepare and distribute a defined set of OCM reports on a weekly, monthly, and quarterly basis
- Develop and manage the firm's internal public relations program
- Develop goals, strategies, and plans for Bertram Capital's public relations program
- 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
Benefits
- Comprehensive medical, dental, and vision benefits
- Generous 401K match
- Take what you need PTO policy
