Assistant Director - HK Deal Flow

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

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.

This position is based in our West Palm Beach office.

General Description

The Assistant Director - HK Deal Flow will lead the sourcing of investment opportunities for clients, prospective clients, and friends of the firm, cultivate relationships with capital providers, provide research skills and guidance to the Deal Flow team, and perform various additional project management duties.

Key Responsibilities And Essential Job Functions

• Strategically source potential investment opportunities in key focus industries for participants in the Deal Flow program.
• Strategically identify and cultivate relationships with capital providers, specifically all funded funds (private equity, growth equity, debt funds), independent sponsors and early-stage investors.
• Identify and cultivate internal and external relationships that support the growth of the Deal Flow program. Examples of relationships include ones with H&K attorneys, capital providers, deal intermediaries, and other service providers.
• 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 various project management duties (e.g. ensure all deals sourced are shared with relevant capital providers in a timely manner).
• Perform tracking and any necessary follow-up for the entire lifecycle of a deal shared through the HK Deal Flow program.
• Perform research assignments to support the growth and expansion of the HK Deal Flow program (e.g. basic market, industry, prospect or deal intermediary research).
• Attend networking, conferences and other corporate development events as required.
• Thoughtfully suggest ideas for processes or workflow improvement as recognized in the course of daily work.
• Special projects and duties as assigned.

Required Skills

• 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.

Required Qualifications & Education

• 6+ years of experience in financial services, private wealth, private equity, corporate development, or investment banking required.

Physical Requirements

• Ability to sit or stand for extended periods of time.
• Moderate or advanced keyboard usage.

Benefits

Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.

Below are the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.

Applicants who are interested in applying for a position and require an accommodation during the process should contact [e-mail].

Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP’s privacy policies.