Holland & Knight LLP

Client Relations Analyst

Holland & Knight LLP

full-time

Posted on:

Location Type: Office

Location: Tampa • Florida • Texas • United States

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About the role

  • 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 DealCloud 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 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

Requirements

  • Bachelor’s degree required
  • 2+ years of corporate business development, investment banking or deal advisory experience
  • Strong proficiency with Intapp DealCloud (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)
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
  • pre-tax transit and parking program
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data managementresearchproject managementcustomizing workflowsdashboardsreportsKPI trackingpipeline metricsdata hygienemarket research
Soft Skills
written communicationverbal communicationanalytical skillsorganizational skillsattention to detailcustomer serviceability to work under pressureteamworkintellectual curiosityadaptability