Business Development Administrative Coordinator

About the role

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. 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.

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.
• 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.
• 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.

Requirements

• Undergraduate degree from a four‑year institution is required.
• 2–4 years of experience in professional services is required.
• Prior experience working with and maintaining a CRM is a requirement (experience with DealCloud or Salesforce is a plus).

Qualifications

• Experience in private equity, investment banking, consulting, wealth management, or private equity services is a plus.
• Experience with M&A data / software platforms (e.g., PitchBook, SourceScrub, Grata, Cyndx, CapIQ, Sutton Place, Axial) is a plus.

Skills

• 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