Business Development Analyst

Job Description

To support the continued growth of Graham as it looks to deploy Graham VI and Graham Partners Genesis I, Graham is seeking to add a Business Development Analyst (“BDA”) to its growing Investment Team. In this role, the BDA will primarily work with the Business Development (“BD") team and will have exposure to the broader Investment Team at Graham. The BD team is responsible for managing relationships with deal sources and supporting the deployment of Graham’s funds.

 

Ideal Candidates Will Demonstrate the Following:

• 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 (experience with DealCloud or Salesforce is a plus)
• 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 in private equity, investment banking, or consulting is a plus
• Experience with M&A data / software platforms (e.g., PitchBook, SourceScrub, Grata, CapIQ, Sutton Place, and Axial) is a plus
• Strong working experience with AI, ideally Claude, is a plus

 

Specific Responsibilities Include:

• 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

We Offer Competitive Compensation & 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
• Paid parental leave