Assistant Director - HK Deal Flow
About The Position
The Assistant Director - HK Deal Flow leads the sourcing of investment opportunities for clients, prospective clients, and friends of the firm. The position cultivates relationships with capital providers, provides research skills and guidance to the Deal Flow team, and performs project management duties. It is based in the firm’s West Palm Beach office. The role strategically sources opportunities in key focus industries, builds relationships with capital providers and other internal and external contacts, and manages deal opportunities and communications with program participants. It also tracks deals through their lifecycle, performs research to support program growth, attends networking and corporate development events, and suggests process improvements.
Requirements
- Bachelor’s degree required.
- At least 6 years of experience in financial services, private wealth, private equity, corporate development, or investment banking.
- Proficiency in DealCloud.
- Excellent written and verbal communication skills.
- 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.
- Ability to perform under pressure in a fast-paced, deadline-driven environment.
- Ability to adapt to and apply new technologies and workflows.
- Ability to handle sensitive data with confidentiality and integrity.
- Proficiency in Microsoft Office, including Word, Excel, and 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.
- Identify and cultivate relationships with capital providers, including funded funds (private equity, growth equity, and debt funds), independent sponsors, and early-stage investors.
- Identify and cultivate internal and external relationships that support the growth of the Deal Flow program, including relationships with firm attorneys, capital providers, deal intermediaries, and other service providers.
- Identify capital providers for each sourced deal and other assigned deals.
- Manage and coordinate the pipeline of deal opportunities.
- Manage communications and relationships with Deal Flow program participants.
- Perform project management duties, including ensuring sourced deals are shared with relevant capital providers in a timely manner.
- Track and follow up throughout the lifecycle of deals shared through the HK Deal Flow program.
- Conduct research assignments to support the growth and expansion of the HK Deal Flow program, such as basic market, industry, prospect, or deal-intermediary research.
- Attend networking events, conferences, and other corporate development events as required.
- Suggest process or workflow improvements identified in the course of daily work.
- Perform special projects and other duties as assigned.
Benefits
- Comprehensive medical plans, including PPO and HDHP options
- 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
- Dependent-care FSAs
- 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 developmental disabilities and their caregivers
- Paid holidays and other paid time off, including paid leave for new parents
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What This Job Offers
Job Type
Full-time
Career Level
Manager
