Client Relations Deal Flow Analyst

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 may be based in the Firm's global operations center in Tampa, FL, or in one of the Firm's offices:
Dallas, West Palm Beach, Miami, or Orlando.

We are seeking a Client Relations Deal Flow Analyst to join our team. The Client Relations Deal Flow Analyst will work under the Assistant Director of Deal Flow. This role will assist in sourcing acquisition and investment opportunities for clients, prospective clients, and friends of the firm. This role will provide research support to the CRO team and perform various project and data management duties.

The analyst will play a critical role in analyzing and optimizing deal flow using Intapp Deal Cloud. Drawing upon a deep understanding of private capital markets, this position will collaborate cross-functionally with internal stakeholders and external deal participants.

• Identify and source investment opportunities in key focus industries for participants in the firm’s proprietary HK Deal Flow℠ program.
• Leverage the CRO database, powered by Deal Cloud to identify qualified buyers, lenders, and other investors for deals sourced.
• Facilitate and manage communication, including automated and non-automated messaging—with investors, external deal intermediaries, and strategic partners.
• Track and manage the full lifecycle of deals through the HK Deal Flow℠ program, owning task management and workflow execution to ensure deals are shared, actions are completed, progress is monitored, and timely feedback is delivered to intermediaries.
• Maintain the HK Deal Flow database (e.g., entry of new deals, contacts, maintain data hygiene).
• Create a monthly HK Deal Flow℠ newsletter and oversee newsletter follow ups.
• 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).Leverage Deal Cloud to develop dashboards, reports, and insights to track KPIs and pipeline metrics.
• Collaborate with leadership to create and present HK Deal Flow℠ performance reports.
• Partner with internal and external stakeholders to resolve any technical issues and recommend database improvements as needed.
• Special projects and duties as assigned.

• Strong proficiency with Intapp Deal Cloud (experience customizing workflows, dashboards, and reports is a plus).
• Strong data management skills, including research and navigation.
• Deep understanding of private capital markets.
• Excellent written and verbal communication skills.
• Strong analytical, organizational and project management skills.
• High attention to detail and a process-driven mindset.
• Strong customer service skills.
• Perform well under pressure in a fast-paced, deadline-driven environment.
• Ability to work independently as well as with a team.
• Strong intellectual curiosity and willingness to take ownership of key projects.
• 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).

• Bachelor’s degree required.
• 2+ years of corporate business development, investment banking or deal advisory experience.

• Familiarity with middle-market M&A processes or private capital markets.
• Exposure to investment banking, private equity, venture capital, lender relationship management or corporate development.
• Knowledge of data enrichment tools (e.g., Pitch Book, Capital IQ).

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

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 is a list of just some of the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for…