Business Development Assistant / Executive Assistant

Graham Partners•Newtown Square, PA

18d

About The Position

To support the continued growth of Graham Partners as it looks to deploy Graham V I , Graham Genesis I, and Graham Partners Growth I , the team is seeking to add a Business Development Assistant / Executive Assistant. The candidate must have extremely high attention to detail, be well-organized, and be an exceptional communicator with a keen interest in providing reliable and accurate hands-on support . Top candidates will possess incredible problem solving and office coordination skills and exhibit excellent time management.

Requirements

At least five years of experience in professional services is .
Undergraduate degree from a four-year institution is .
Strong project management skills .
Strong organizational skills, including the ability to manage large quantities of information via Graham's CRM and other database tools .
P rior experience working with and maintaining a CRM is preferred.

Nice To Haves

Experience in private equity , investment banking , commercial banking, consulting, wealth management or private equity services is not , but is a plus .
Experience with M&A data / software platforms ( e.g. Pitchbook, SourceScrub , Grata, Cyndx , CapIQ , Sutton Place, Axial, etc. ) is not but is a plus .

Responsibilities

Supporting 8 executive s on the business development, investment, and talent management teams with various tasks including:
Calendar management: This includes scheduling / coordinating calls and meetings (in -office and out) .
Travel coordination : This includes scheduling flights, hotels, dining reservations, rental cars , conference registrations, and other logistics associated with business travel. High articulation of details is provided to all meetings/events no matter the level of importance.
L ogging and maintaining the team's expenses in a timely manner .
Database entry and management in the firm's CRM is a mission critical daily task. This includes logging calls, meetings, emails, etc. in addition to conflict checking potential acquisition targets.
Create and manage internal Business Development reports in the firm's CRM .
Create and maintain marketing blasts for the Business Development team .
Maintain and distribute materials for the weekly Business Development meeting, including a list of all tasks by the BD team .
Responsible for managing all teaser tracking in the CRM via our 3 rd party administrative resource, SG Analytics .
Assist in managing the firm's internship program , which is primarily overseen by the current Business Development Analyst .