Analyst - HK Deal Flow

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 analytical, organizational and project management skills.
• High attention to detail and a process-driven mindset.
• Strong client service skills.
• Perform well under pressure in a fast-paced, deadline-driven environment.
• Able to work independently as well as with a team.
• Strong intellectual curiosity and willingness to take ownership of key projects.
• Able to adapt and apply new technologies and workflows.
• Able to handle sensitive data with confidentiality and integrity.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), or Microsoft 365.

Required Qualifications & Education

• Bachelor’s degree required.
• 3+ 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).

Preferred Qualifications & Education

• Exposure to investment banking, family offices, private equity, venture capital, lender relationship management or corporate development.
• Experience with data enrichment tools (e.g., PitchBook, Capital IQ).