Business Development Coordinator

Graham Partners•Newtown Square, PA

About The Position

To support the continued growth of Graham Partners as it deploys capital , the team is seeking to add a Business Development Coordinator . 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 two 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 the business development teams.
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.
Responsible for coordinating and scheduling of Business Development events, meetings and calls.
Responsible for expense reimbursements for the BD team.
Coordinate conference registrations and related logistics.
Analysis and management of the firm's client relationship management system (DealCloud), including bulk uploads and editing.
Responsible for assisting the BD Analyst with tracking and maintaining the firm's pipeline of target acquisitions. This includes weekly review for actionable items by the BD or investment teams and any follow-up updates in the CRM.
Help manage the onboarding and oversight of the BD team's subscriptions, including renewals and cancellations.
Work with the BD Analyst to pull conference / tradeshow / event attendee lists and provide initial feedback on prior interactions and meeting notes.
Work with Graham's AI team to implement better / more efficient processes for the BD team.
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.
Review and maintain the firm's annual broker holiday gift list.
Assist the BD Analyst with managing all teaser tracking in the CRM via our 3rd party administrative resource, SG Analytics.
Assist in managing the firm's internship program, which is primarily overseen by the current Business Development Analyst.