Client Relations Senior Analyst

Holland & Knight • Miami, FL

5d • Onsite

About The Position

The Senior Client Relations Analyst will support the Client Relations Senior Manager and Director of Client Relations – Private Equity in driving new business and strengthening client relationships. This role focuses on analyzing client and market data, coordinating private equity client team efforts, and translating insights into actionable strategies that strengthen relationships and drive growth. The ideal candidate is a proactive self-starter who collaborates across practices to support team planning, internal reporting, and leadership briefings, while monitoring private equity trends and deal activity. Success in this role requires strong analytical skills, sound judgment, and the ability to manage multiple initiatives while working closely with senior stakeholders in a fast-paced, confidential environment. Additionally, as part of the Client Relations and Opportunities (CRO) team, the senior analyst will help manage events, coordinate essential projects (e.g., core industry events such as ACG, AM&AA, and iGlobal) for the corporate section, prepare and schedule conference meetings and materials, and assist with both internal and external client outreach.

Requirements

• Exceptional communicator with strong business writing, listening, and presentation skills.
• Professional, proactive, and results-driven with high energy and integrity.
• Strategic thinker who combines big-picture vision with attention to detail.
• Creative problem-solver with strong planning, organizational, and project management abilities.
• Client-focused and skilled in relationship management and business/client development mindset.
• Empathetic and collaborative, able to build rapport and maintain constructive relationships.
• Highly adaptable, capable of prioritizing and completing tasks under tight deadlines.
• Strong proficiency with Intapp DealCloud (experience customizing workflows, dashboards, and reports is a plus).
• Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365.
• Bachelor’s degree in business administration, Economics, Finance, Political Science or related fields.
• 6+ years of experience in professional services (preferably legal).

Nice To Haves

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

Responsibilities

• Drive the development of clear and measurable client engagement goals each year, focusing on key performance indicators such as new client engagement, generation of new opportunities and referral sources, partner feedback, and growth in client portfolio value at the direction of the Client Relations Manager and Director of Client Relations – Private Equity.
• Analyze firmwide private equity client data, market activity, and relationship intelligence to inform strategic planning and targeting.
• Serve as the project lead for forward-looking initiatives, including DealCloud management, events, sponsorships, and tracking/reporting.
• Engage in client and partner communications under managerial guidance. If directed, this will include sourcing new leads and opportunities for the Corporate, M&A and Securities (CMAS) section.
• Participate in client development calls upon partner and/or CRO leadership request, contributing ideas, conducting competitor research, and facilitating follow-ups to enhance client service.
• Partner closely with attorneys to prepare for internal strategy sessions and relationship planning meetings.
• Monitor private equity trends, fund activity, and deal flow to identify opportunities for deeper client engagement.
• Assist in identifying, planning, and participating in external conferences, events, and publications that support partners in business development and opportunity identification, adhering to the firm's budgetary guidelines.
• Support the reporting funnel, including tracking key performance indicators (KPIs), team engagement tagging on new matter intake, track opportunities, introductions, interactions, follow-up actions, and specific targets for HK Deal Flow, CMAS and other Firm engagements as outcomes of these focused efforts.
• Organize and support the planning and coordination of practice-specific events or communications led by the CRO team ensuring alignment with the rest of the marketing support network.
• Proactively identify gaps, risks, and growth opportunities within private equity client portfolios.
• Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.
• Special projects and duties as assigned.

Benefits

• 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
• paid holidays and other paid time off, including paid leave for new parents

What This Job Offers

• Job Type: Full-time
• Career Level: Senior