Business Development Analyst

Graham Partners is a private investment firm focused on technology-driven companies in advanced manufacturing and technology-enabled services. The Business Development Analyst supports the Business Development team’s deal sourcing and relationship management efforts, while working with the broader Investment Team to help deploy the firm’s funds.

What you'll do:

• Screen inbound platform and add-on opportunities against Graham’s investment criteria and bring the most promising to the industry deal teams
• Help run Graham’s Investment Theme Program, a proprietary sourcing effort that generates off-market opportunities, including conflict checking targets, assigning them to buyside brokers, and tracking each one through to an outcome
• Assist in managing the firm’s relationships with its 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 BD team, with a plan to eventually lead their own 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 take part in weekly BD meetings and firmwide Transactions Under Review meetings
• Prepare quarterly sourcing updates and reports for senior leadership on deal flow, sourcing activity, and pipeline trends
• Create BD marketing materials and email campaigns that communicate Graham’s investment criteria to the intermediary community
• Own data quality and reporting in DealCloud so the firm has an accurate record of every relationship, interaction, and opportunity
• Partner with Graham’s AI team to build automation and evaluate new data platforms and AI tools that help the BD team find and screen deals faster

What they're looking for:

• Proficiency in Excel and other productivity tools, with comfort using spreadsheets for tracking, reconciliation, and analytics
• Prior experience working with and maintaining a CRM is a requirement
• Strong written and verbal communication skills, with the ability to coordinate across internal teams and external stakeholders
• Ability to work independently on assigned tasks while operating effectively within a team-based environment
• Strong sense of 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 is required
• 1-2 years of experience in professional services is required
• Experience with DealCloud or Salesforce
• Experience in private equity, investment banking, or consulting
• Experience with M&A data / software platforms (e.g., PitchBook, SourceScrub, Grata, CapIQ, Sutton Place, and Axial)
• Strong working experience with AI, ideally Claude

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 / Fitler Club membership