Business Development Coordinator

Full Time:
Business Development Coordinator

Graham Partners is a private investment firm based in Newtown Square, PA focused on investing in technology-driven companies that are spurring innovation in advanced manufacturing, resulting in product substitutions, raw materials conversions, and disruptions to traditional end markets. Since the firm’s founding in 1988 by Steven Graham, Graham has closed over 160 acquisitions and investments . The committed capital raised sinceinceptionthrough the Graham funds together with Graham-led co-investments totals approximately $ 6.2 billion , which differs from Regulatory Assets Under Management.

Investors include university endowments, charitable foundations, financial institutions, and private investors.

JOB DESCRIPTION

To support the continued growth of Graham Partners as it deploys capital,the teamisseekingto add a Business Development Coordinator.

The candidate must haveextremelyhigh attention to detail, be well-organized, and bean exceptional communicator with a keen interest in providing reliable andaccuratehands-on support.

Top candidates willpossessincredible problem solving and office coordination skills andexhibitexcellent time management.

Specific responsibilities include:

• Supporting the business development teams.
• Database entry and management in the firm’s CRM is a mission critical daily task. This includes logging calls, meetings, emails, etc. in addition to conflict checking potential acquisition targets.
• Responsible for coordinating and scheduling of Business Development events, meetings and calls.
• Responsible for expense reimbursements for the BD team.
• Coordinate conference registrations and related logistics.
• Analysis and management of the firm’s client relationship management system (Deal Cloud), including bulk uploads and editing.
• Responsible for assisting the BD Analyst with tracking and maintaining the firm’s pipeline of target acquisitions. This includes weekly review for actionable items by the BD or investment teams and any follow-up updates in the CRM.
• Help manage the onboarding and oversight of the BD team’s subscriptions, including renewals and cancellations.
• Work with the BD Analyst to pull conference / tradeshow / event attendee lists and provide initial feedback on prior interactions and meeting notes.
• Work with Graham’s AI team to implement better / more efficient processes for the BD team.
• Create and manage internal Business Development reports in the firm’s CRM.
• Create and maintain marketing blasts for the Business Development team.
• Maintain and distribute materials for the weekly Business Development meeting, including a list of all tasks by the BD team.
• Review and maintain the firm’s annual broker holiday gift list.
• Assist the BD Analyst with managing all teaser tracking in the CRM via our 3rd party administrative resource, SG Analytics.
• Assist in managing the firm’s internship program, which is primarily overseen by the current Business Development Analyst.

QUALIFICATIONS

• At leasttwoyears of experience in professional servicesisrequired.
• Undergraduate degree from a four-year institution is required.
• Strongorganizationalskills, including the ability to manage large quantities of information via Graham’s CRM and other database tools.
• Prior experience working with andmaintaininga CRMis preferred.
• Experience with
  
  M&Adata / software platforms (e.g.Pitchbook,Source Scrub, Grata,Cyndx,CapIQ, Sutton Place, Axial, etc.) isnotrequiredbutisa plus.

START DATE

COMPENSATION

Graham will offer a competitive compensation package that reflects the experience and seniority of the candidate.