Business Development Analyst

Graham Partners; Newtown Square (Delaware County); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health benefits

401(k)

Hybrid schedule

Paid holidays

Ongoing training

Wellness stipend

Parental leave

Job summary

Graham Partners in suburban Philadelphia seeks a Business Development Analyst to support the Investment Team. The BD group manages relationships with deal sources and aids deployment of Graham’s funds, working closely with the BD and Investment teams.

The ideal candidate has a four-year undergrad, 1–2 years in professional services, strong Excel skills, CRM experience (DealCloud or Salesforce), and excellent communication. Private equity or consulting exposure is a plus.

Qualifications

• Undergraduate degree required.
• 1–2 years of experience in professional services required.
• Excel and CRM experience required (DealCloud/Salesforce a plus).
• Strong written and verbal communication skills.

Responsibilities

• Screen inbound opportunities against Graham’s investment criteria and present top candidates.
• Support Investment Theme Program and track outcomes of sourcing efforts.
• Maintain relationships with buyside brokers and manage activity in DealCloud.
• Join calls and meetings with investment bankers and other deal sources.
• Prepare quarterly sourcing updates and reports for senior leadership.
• Create BD marketing materials and email campaigns communicating Graham’s investment criteria.

Skills

Excel proficiency

CRM experience

Communication skills

Independent work

Initiative

Deadline-driven

Education

Undergraduate degree

Tools

DealCloud

Salesforce

PitchBook

Axial

Job description

To support Graham’s continued growth and investment activity, Graham is seeking to add a Business Development Analyst (“BDA”) to its growing Investment Team. In this role, the BDA will primarily work with the Business Development (“BD”) team and will have exposure to the broader Investment Team at Graham. The BD team is responsible for managing relationships with deal sources and supporting the deployment of Graham’s investment funds.

Ideal Candidates Will Demonstrate the Following:

• Proficiency in Excel and other productivity tools, with comfort using spreadsheets for tracking, reconciliation, and analytics
• Prior experience working with and maintaining a CRM is a requirement (experience with DealCloud or Salesforce is a plus)
• Strong written and verbal communication skills, with the ability to coordinate across internal teams and external stakeholders
• Ability to work independently on assigned tasks while operating effectively within a team-based environment
• Strong sense of initiative, follow-through, and accountability
• Comfort working in a fast-paced, deadline-driven environment with competing priorities
• Undergraduate degree from a competitive four-year institution is required
• 1-2 years of experience in professional services is required. Experience in private equity, investment banking, or consulting is a plus
• Experience with M&A data / software platforms (e.g., PitchBook, SourceScrub, Grata, CapIQ, Sutton Place, and Axial) is a plus
• Strong working experience with AI, ideally Claude, is a plus

Specific Responsibilities Include:

• Screen inbound platform and add-on opportunities against Graham’s investment criteria and bring the most promising to the industry deal teams
• Help run Graham’s Investment Theme Program, a proprietary sourcing effort that generates off-market opportunities, including conflict checking targets, assigning them to buyside brokers, and tracking each one through to an outcome
• Assist in managing the firm’s relationships with its buyside brokers through regular update calls, lead qualification, and activity tracking in DealCloud
• Join calls, meetings, and events with investment bankers and other deal sources alongside the BD team, with a plan to eventually lead their own calls and meetings with third parties
• Identify and prioritize target companies ahead of industry conferences and tradeshows
• Help maintain the firm’s pipeline of platform and add-on opportunities across Graham’s funds, and take part in weekly BD meetings and firmwide Transactions Under Review meetings
• Prepare quarterly sourcing updates and reports for senior leadership on deal flow, sourcing activity, and pipeline trends
• Create BD marketing materials and email campaigns that communicate Graham’s investment criteria to the intermediary community
• Own data quality and reporting in DealCloud so the firm has an accurate record of every relationship, interaction, and opportunity
• Partner with Graham’s AI team to build automation and evaluate new data platforms and AI tools that help the BD team find and screen deals faster
• Comprehensive health benefits package, including medical, dental, and vision
• 401(k)
• Opportunity for a hybrid office schedule
• Paid firmwide holidays
• Ongoing training
• Wellness stipend / Fitler Club membership
• Paid parental leave

Company:

Graham Partners is a private investment firm principally focused on investing in technology-driven companies in advanced manufacturing and technology-enabled services that are spurring innovation, resulting in product substitutions, raw materials conversions, and disruptions to traditional end markets. Graham can offer control or minority capital solutions and typically targets companies with EBITDA up to $50 million. Since Graham began managing third party capital over 25 years ago, the firm has closed over 170 acquisitions and investments. As of June 30, 2026, Graham’s Regulatory Assets Under Management is approximately $5.1 billion. Investors include college and university endowments, foundations, funds-of-funds, insurance companies, pension plans, high-net-worth individuals, and other institutional investors. Based in suburban Philadelphia, the Firm has access to extensive operating resources and industrial expertise and is a member of the Graham Group, an alliance of independent operating businesses, investment firms, and philanthropic entities – including affiliates Graham Partners and Graham Capital Investments (GCI), LLC – that share in the entrepreneurial legacy of Donald Graham.

Graham Partners is an Equal Opportunity Employer. We do not discriminate based upon race, color, sex, gender identity, sexual orientation, age, religion, national origin, disability, citizenship status, military status, genetic information, or any other applicable characteristics protected by law. We invite all interested qualified applicants to apply for career opportunities.