Business Development Analyst

Graham Partners • Newtown Square, PA

76d • Hybrid

About The Position

Graham is seeking a Business Development Analyst to support the continued growth of Graham VI and Graham Partners Genesis I. The analyst will primarily work with the Business Development team, with exposure to the broader Investment Team. The Business Development team manages relationships with deal sources and supports the deployment of Graham’s funds.

The role involves screening investment opportunities, supporting proprietary sourcing efforts, managing relationships and pipeline data, preparing reports and marketing materials, and partnering with Graham’s AI team to improve deal sourcing and screening through automation, data platforms, and AI tools.

Requirements

• Proficiency in Excel and other productivity tools, including comfort using spreadsheets for tracking, reconciliation, and analytics.
• Prior experience working with and maintaining a CRM.
• Strong written and verbal communication skills and the ability to coordinate across internal teams and external stakeholders.
• Ability to work independently on assigned tasks and effectively in a team-based environment.
• Strong 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.
• 1–2 years of experience in professional services.

Nice To Haves

• Experience with DealCloud or Salesforce.
• Experience in private equity, investment banking, or consulting.
• Experience with M&A data or software platforms such as PitchBook, SourceScrub, Grata, CapIQ, Sutton Place, or Axial.
• Strong working experience with AI, ideally Claude.

Responsibilities

• Screen inbound platform and add-on opportunities against Graham’s investment criteria and bring the most promising opportunities to the industry deal teams.
• Help run Graham’s Investment Theme Program, including conflict checking targets, assigning them to buyside brokers, and tracking them through to an outcome.
• Assist in managing relationships with 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 Business Development team, with the goal of eventually leading 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 participate in weekly Business Development and firmwide Transactions Under Review meetings.
• Prepare quarterly sourcing updates and reports for senior leadership on deal flow, sourcing activity, and pipeline trends.
• Create Business Development marketing materials and email campaigns communicating Graham’s investment criteria to the intermediary community.
• Own data quality and reporting in DealCloud to maintain an accurate record of relationships, interactions, and opportunities.
• Partner with Graham’s AI team to build automation and evaluate data platforms and AI tools that help the Business Development team find and screen deals faster.

Benefits

• Comprehensive health benefits package, including medical, dental, and vision.
• 401(k).
• Opportunity for a hybrid office schedule.
• Paid firmwide holidays.
• Ongoing training.
• Wellness stipend or Fitler Club membership.
• Paid parental leave.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level