Executive Assistant
2 weeks ago
is a private investment firm based in Newtown Square, PA focused on investing in technology-driven companies that are spurring innovation in advanced manufacturing, resulting in product substitutions, raw materials conversions, and disruptions to traditional end markets. Since the firm's founding in 1988 by Steven Graham, Graham has closed over 160 acquisitions, joint ventures, financings, and divestitures. The committed capital raised since inception through the Graham funds together with Graham-led co-investments totals approximately $6.2 billion, which differs from Regulatory Assets Under Management. Investors include university endowments, charitable foundations, financial institutions, and private investors.
JOB DESCRIPTION
To support the continued growth of Graham Partners as it deploys capital, the team is seeking to add an Executive Assistant, supporting the Business Development team and members of the Investment Team. 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.
Specific responsibilities include:
- Supporting 8 executives 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. Logging 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 3rd party administrative resource, SG Analytics.
- Assist in managing the firm's internship program, which is primarily overseen by the current Business Development Analyst.
- At least five years of experience in professional services is required.
- Undergraduate degree from a four-year institution is required.
- Strong project management skills.
- Experience in private equity, investment banking, commercial banking, consulting, wealth management or private equity services is not required, but is a plus.
- Strong organizational skills, including the ability to manage large quantities of information via Graham's CRM and other database tools.
- Prior experience working with and maintaining a CRM is preferred.
- Experience with M&A data / software platforms (e.g. Pitchbook, SourceScrub, Grata, Cyndx, CapIQ, Sutton Place, Axial, etc.) is not required but is a plus.
START DATE
Expected start date January 2026.
COMPENSATION
Graham will offer a competitive compensation package that reflects the experience and seniority of the candidate.
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