Analyst - HK Deal Flow

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success. The preferred location for this position is West Palm Beach or at one of the Firm's offices: Atlanta, Austin, Birmingham, Charlotte, Chattanooga, Dallas, Denver, Fort Lauderdale, Miami, Nashville, Orlando, Tampa Operations Center, Philadelphia, Portland, Richmond, Seattle, Stamford, Tallahassee, Tysons, Washington, D.C. General Description: The Analyst - HK Deal Flow will work under the Director of Business Development – HK Deal Flow. The Analyst will have firsthand exposure to how institutional deal flow is generated, evaluated, and matched — across private equity funds, family offices, independent sponsors, strategics, and intermediaries. This is a high-visibility, high-accountability seat on a senior team. Additionally, this candidate will operate as the team’s data-intelligence specialist, owning the infrastructure that enables senior professionals to source, track, and close opportunities at scale. Candidates who are energized by operational precision and business development in private capital markets will find this program uniquely positioned. Key Responsibilities and Essential Job Functions: Identify and source investment opportunities in key focus industries for the firm’s proprietary HK Deal Flow℠ program. Leverage the HKDF/CRO database, powered by DealCloud to identify qualified buyers, lenders, and other investors for deals sourced. Facilitate and manage communication 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). Maintain HK Deal Flow℠ spreadsheets and attorney communication. 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 DealCloud 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. Required Skills: Comfortable in a fast past environment focused on regular targeted outreach, to identify and secure valuable opportunities that align with our strategic objectives. Ability to identify potential leads through market research, developing outreach plans, and successfully converting prospects to matched opportunities. Strong data management skills, including research and navigation. Excellent written and verbal communications skills. Strong analytica