Full Time: Private Equity Investor Relations / Capital Formation Coordinator

Graham Partners; Pennsylvania; On-site; USD 50,000 - 70,000; Full time

Job summary

Graham Partners, based outside of Philadelphia, is seeking a Full Time Private Equity Investor Relations / Capital Formation Coordinator. The ideal candidate should be organized, detail-oriented, and work well in a fast-paced environment. Responsibilities include supporting investor communications, maintaining records, and logistical coordination for investor events.

A background in financial services and proficiency in Excel and CRM systems are preferred. This dynamic role is essential for the efficiency of the Investor Relations function.

Qualifications

• 2–4 years of relevant experience in an administrative, coordination, operations, or support role.
• Prior experience working with and maintaining a CRM is preferred.
• Strong written and verbal communication skills.

Responsibilities

• Provide administrative and logistical support to the Investor Relations team.
• Maintain accurate investor and prospect records.
• Assist with the preparation and distribution of routine investor communications.

Skills

Organizational skills

Attention to detail

Communication skills

Proficiency in Excel

Initiative and accountability

Tools

CRM (DealCloud preferred)

Excel

Job description

Full Time: Private Equity Investor Relations / Capital Formation Coordinator

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 160 acquisitions and investments. The committed capital raised since inception through the Graham Partners funds together with Graham‑led co‑investments totals approximately $7.6 billion as of December 31, 2025 which differs from Graham’s Regulatory Assets Under Management of approximately $4.9 billion as of December 31, 2025. 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, which all share in the common legacy of entrepreneur 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.

Your Role:

Graham Partners, a private investment firm based outside of Philadelphia, is seeking a highly organized and dependable individual to support its Investor Relations and Capital Formation functions. This role is best suited for someone who is detail‑oriented, process‑driven, and comfortable operating in a fast‑paced environment where accuracy, responsiveness, and follow‑through are critical. The position plays an important supporting role in the day‑to‑day coordination and administration of investor‑facing activities.

The Investor Relations team is responsible for managing relationships with the firm’s investor base and supporting fundraising‑related coordination and communications. The team is led by a Managing Principal and a Principal of Investor Relations. The IR Coordinator will work closely with the IR team and other Graham team members, providing administrative and logistical support across investor communications, roadshow coordination, database management, and internal process execution. The role is intended to support the efficiency and organization of the IR function through consistent execution and forward thinking.

• Investor Relations & Capital Formation Support
  • Provide administrative and logistical support to the Investor Relations team across ongoing investor communications and fundraising activity.
  • Coordinate scheduling, calendars, and logistics for investor meetings, fundraising roadshows, and internal planning sessions.
  • Serve as a point of organization for inbound LP requests, ensuring items are logged, routed, and addressed in a timely manner.
  • Support expense tracking and reimbursement processing related to investor meetings, roadshows, and events.
• Investor Data & Systems Management
  • Maintain accurate investor and prospect records, including contact information, addresses, and historical interactions.
  • Support CRM and internal database management by ensuring data completeness, consistency, and regular updates.
  • Assist with tracking investor communication history and maintaining internal logs and reference materials.
• Investor Communications & Portal Administration
  • Assist with the preparation and distribution of routine investor communications, in coordination with senior IR team members and external service providers.
  • Support investor portal administration, including document uploads, access permissions, and general organization.
  • Help ensure timely and accurate delivery of investor materials in accordance with established processes and requirements.
• Annual Meeting & Investor Event Logistics
  • Support planning and execution of the firm’s Annual Meeting and other investor events, including timeline coordination, scheduling, and logistics tracking.
  • Assist with meeting materials coordination, attendee lists, RSVP tracking, and internal run‑of‑show documents.
  • Coordinate logistics with external vendors, venues, and internal stakeholders as needed.
  • Support post‑event follow‑up, expense reconciliation, and recordkeeping.
• General Coordination & Team Support
  • Provide day‑to‑day organizational support to the Investor Relations team, helping ensure smooth execution of investor‑facing activities.
  • Assist with document organization, version control, and internal process upkeep.
  • Assist with annual investor holiday gift distribution.
  • Support ad hoc administrative and coordination needs as they arise.
  • Assist on coordination of other firm‑wide events as needed.

We seek top‑tier talent with the following qualifications:

• 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 investor 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 preferred (experience in DealCloud 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
• Professional demeanor and discretion when handling sensitive investor information
• 2–4 years of relevant experience in an administrative, coordination, operations, or support role (financial services (PE and IB specifically) experience a plus)