Private Equity IR & 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

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.