Business Development Coordinator

Graham Partners; Newtown Square (Delaware County); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Hybrid office schedule

Ongoing training

Wellness stipend

Job summary

Graham Partners is seeking a BD Coordinator to support the business development team with administrative and logistical tasks across banker communications, roadshows, and CRM data management.

The role focuses on coordinating events, maintaining databases, and improving processes. A four-year degree and 2–4 years in professional services are expected, with CRM experience and Excel proficiency valued.

Qualifications

• Bachelor's degree required.
• 2–4 years of experience in professional services.
• CRM experience required; DealCloud or Salesforce a plus.
• Experience with Excel and data management.
• Strong written and verbal communication.

Responsibilities

• Provide administrative and logistical support to the BD team for ongoing deal source communication and activity.
• Coordinate and schedule BD events, meetings, and calls.
• Process expense reimbursements for the BD team.
• Coordinate conference registrations and related logistics.
• Manage CRM data entries, tracking, and reporting in DealCloud.
• Assist in building internal BD reports and pipeline tracking.

Skills

Organizational skills

Communication skills

Independent work

Initiative & accountability

Deadline-driven

Team collaboration

Education

Bachelor's degree

Tools

DealCloud

Salesforce

Excel

Job description

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.

Job Description:

The Business Development (“BD”) team is responsible for managing relationships with deal sources and supporting the deployment of Graham’s funds. The BD Coordinator will work closely with the BD team and other Graham team members, providing administrative and logistical support across banker communications, roadshow and conference coordination, database management, event planning, and internal process execution. The role is intended to support the efficiency and organization of the BD function through consistent execution and initiative.

Ideal Candidates Will Demonstrate the Following:

• Strong organizational and operational skills, with the ability to manage logistics, schedules, and multiple workstreams simultaneously
• High level of attention to detail and accuracy, particularly in maintaining databases, contact information, and banker records
• Proficiency in Excel and other productivity tools, with comfort using spreadsheets for tracking, reconciliation, and administrative support
• 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 for administrative and coordination responsibilities
• Comfort working in a fast-paced, deadline-driven environment with competing priorities
• Undergraduate degree from a four-year institution is required
• 2-4 years of experience in professional services is required. Experience in private equity, investment banking, consulting, wealth management, or private equity services is not required but is a plus
• Experience with M&A data / software platforms (e.g., PitchBook, SourceScrub, Grata, Cyndx, CapIQ, Sutton Place, Axial) is not required but is a plus

Specific Responsibilities Include:

Business Development Support:

• Provide administrative and logistical support to the BD team for ongoing deal source communication and activity
• Coordinate and schedule BD events, meetings, and calls
• Process expense reimbursements for the BD team
• Coordinate conference registrations and related logistics

Business Development Data & Systems Tracking:

• Database entry and management in the firm’s CRM is a mission-critical daily task, including logging calls, meetings, and emails, as well as conflict checking potential acquisition targets
• Analyze and manage the firm’s CRM (DealCloud), including data exports, bulk uploads, and record maintenance
• Assist the BD Analyst with tracking and maintaining the firm’s pipeline of target acquisitions, which includes a weekly review of actionable items by the BD or investment teams and any follow-up updates in the CRM
• Create and manage internal BD reports in the firm’s CRM
• Assist the BD Analyst with managing all teaser tracking in the CRM via our third-party administrative resource, SG Analytics

General Coordination & Team Support:

• Work with the BD Analyst to pull conference / tradeshow / event attendee lists and provide initial feedback on prior interactions and meeting notes
• Help manage the BD team’s subscriptions, including onboarding, renewals, and cancellations
• Work with Graham’s AI team to implement better / more efficient processes for the BD team
• Create and maintain marketing blasts for the BD team
• Maintain and distribute materials for the weekly BD meeting, including a list of all tasks by the BD team
• Review and maintain the firm’s annual broker holiday gift list
• Assist in managing the firm’s internship program, which is primarily overseen by the current BD Analyst
• 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