Assistant Director, Deal Flow & Investment Sourcing

Holland & Knight LLP; West Palm Beach (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental and vision plans

Life and AD&D insurance

Short and long term disability

401(k) with profit sharing

Paid holidays and paid time off

Job summary

Holland & Knight LLP in West Palm Beach is seeking an Assistant Director - HK Deal Flow to lead sourcing of investment opportunities and cultivate relationships with capital providers for clients and prospective clients. The role includes guiding the Deal Flow team, performing market research, and managing deal flow lifecycle.

The position requires strong project management, excellent communication, and deep experience in financial services, private equity, or investment banking.

Qualifications

• Proficiency in DealCloud.
• Excellent written and verbal communication skills.
• An entrepreneurial, energetic, and optimistic attitude with a strong work ethic.
• Ability to effectively manage and prioritize multiple projects.
• Flexible and adaptable to changing priorities and new challenges.
• Strong analytical and research skills.
• Performs well under pressure in a fast-paced, deadline-driven environment.
• Ability to adapt and apply new technologies and workflows.
• Ability to handle sensitive data with confidentiality and integrity.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Intellectual curiosity and willingness to take ownership of key projects.

Responsibilities

• Strategically source potential investment opportunities in key focus industries for participants in the Deal Flow program.
• Strategically identify and cultivate relationships with capital providers, including private equity, growth equity, debt funds, independent sponsors and early-stage investors.
• Identify capital providers for each deal sourced and other deals as assigned.
• Manage and coordinate the pipeline of deal opportunities.
• Manage communication and relationships with Deal Flow program participants.
• Perform tracking and follow-up for the lifecycle of a deal shared through the HK Deal Flow program.
• Attend networking, conferences and other corporate development events as required.
• Suggest ideas for processes or workflow improvements.

Skills

Communication

Entrepreneurial mindset

Project prioritization

Adaptability

Analytical skills

Working under pressure

Data confidentiality

Ownership

Technology adaptability

Tools

DealCloud

Microsoft Office

Job description

Holland & Knight LLP in West Palm Beach is seeking an Assistant Director - HK Deal Flow to lead sourcing of investment opportunities and cultivate relationships with capital providers for clients and prospective clients. The role includes guiding the Deal Flow team, performing market research, and managing deal flow lifecycle.

The position requires strong project management, excellent communication, and deep experience in financial services, private equity, or investment banking.