Full Time: Business Development Analyst

Graham Partners; Pennsylvania; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health, dental, and vision benefits

401(k)

Hybrid office schedule

Paid firmwide holidays

Ongoing training

Wellness stipend / Fitler Club access

Job summary

Graham Partners, a private investment firm based near Philadelphia, seeks a Business Development Analyst to support deal sourcing and execution. You will work with the Business Development team and have exposure to the Investment Team, handling CRM-driven workflows, pipeline updates, and market intelligence.

Ideal candidates have 1–2 years in professional services, a Bachelor's degree, strong Excel skills, and familiarity with deal data platforms; experience with AI tools (Claude) is a plus.

Qualifications

• 1–2 years of experience in professional services is required.
• Experience in private equity, investment banking, or consulting is a plus.
• Proficiency with Excel and CRM systems is required.
• Familiarity with M&A data platforms and AI tools is preferred.

Responsibilities

• Screen inbound platform and add-on opportunities against investment criteria.
• Assist in managing relationships with buyside brokers and track activity.
• Join calls and meetings with investment bankers and deal sources.
• Identify and prioritize target companies ahead of conferences.
• Maintain the firm’s pipeline and participate in weekly BD meetings.

Skills

Excel

CRM experience

Strong communication

Independence / self-starter

Deadline-driven

Undergraduate degree

1–2 years professional services

PE/IB/consulting

M&A data platforms

AI tools (Claude)

Education

Bachelor's degree

Tools

DealCloud

Salesforce

PitchBook

SourceScrub

Grata

CapIQ

Job description

GrahamPartners 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.Grahamcan offer control or minority capital solutions and typically targets companies with EBITDA up to $50 million. SinceGrahambegan managing third party capital over 25 years ago, the firm has closed over 160 acquisitions and investments. 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 TheGrahamGroup, an alliance of independent operating businesses, investment firms, and philanthropic entities, which all share in the common legacy of entrepreneur Donald C. Graham. There are eight investment entities within The Graham Group. Graham Partners and Graham Capital Investments (GCI), LLC (“GCI”) are affiliates, and the remaining six Graham Group investment entities operate independently from and are not affiliates of Graham Partners and GCI, as described in Part 2A of Graham Partners’ Form ADV, available on the Investment Adviser Public Disclosure website.

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:

To support the continued growth of Graham as it looks to deploy Graham VI and Graham Partners Genesis I, 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 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