Deal Flow Lead - Investment Sourcing & Partnerships
Holland & Knight
Holland & Knight in West Palm Beach, Florida, seeks an Assistant Director - HK Deal Flow to lead sourcing of investment opportunities, cultivate relationships with capital providers, and guide the Deal Flow team with research and project management support. The role requires deep financial services experience, strong deal sourcing abilities, and a proactive approach to growing the program. On-site position with opportunities to network at industry events. #J-18808-Ljbffr Holland & Knight
$174.32k - $261.48k
...Citi Private Bank - HNW Investment Counselor LeadThe Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field... ..., portfolio advice and after sales execution (in partnership with the Banker team)Leverage existing client relationships...PartnershipFull timeLocal area- # Vice President, Investments, WestSterling OrganizationVPReal... ...a disciplined deal pipeline,... ...include sourcing and pre-qualifying... ...drive consistent deal flow and market intelligence... ...recommended strategy, and lead transaction... ...#J-18808-Ljbffr InforCapital, partnershipPartnership
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$120k - $250k
...integrates banking solutions, investment strategies, and... ...” delivery through partnerships with Retail, Commercial... ...networks and referral sources to grow business in the... ...financial plans and reviews)Leads Annual Client Review... ...preferred.Experience dealing with HNW clients and...PartnershipFull timeContract workPart timeLocal areaShift work- ...ESSENTIAL JOB FUNCTIONS: Lead organizational and... ...-level accounting, source documentation, financial... ...expansion, capital investments, and new business opportunities... ...statements, cash flow projections, funding... ...tax-exempt status. In partnership with compliance personnel...PartnershipWork experience placementWork at officeLocal areaFlexible hoursWeekend workAfternoon shift
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$170k - $300k
...services, including: Technical review of partnership and corporate state and local tax... ...modifications, nexus, unitary filings, and flow-through taxation Residency issues Sales... ...Experience with tiered flow-through entities and investment vehicles We strongly believe in the...PartnershipLocal area- At Stantec, we’re leading the energy transition. How? By combining the strength of a large company with the agility of specialized teams... ..., proposal development, or commercial interviews. Facilitate partnerships amongst business developers and functional services teams....PartnershipContract workFor subcontractorWork at officeRemote work
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$120k - $130k
...Investment Banking Analyst Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent... ...international reach, and a partnership approach rooted in trust, the... ...banking professionals on live deals across a variety of...PartnershipWork at office- ...tax compliance engagements for complex real estate investment partnerships, REITs, and related entities.Lead the preparation and review of partnership, corporate... ...partnership agreements, investor allocations, and flow-through reporting matters.Collaborate with partners...PartnershipFull timeWork at officeLocal area
$120k - $130k
...Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent... ..., broad international reach, and a partnership approach rooted in trust, the firm... ...experience by playing an integral role on deal teams from the initial pitch through...PartnershipWork at office- ...Budget ManagerThe Budget Manager leads the companywide budgeting,... ...pricing, product launches, sourcing decisions, inventory levels, staffing plans, capital investments, and other business initiatives... ...disciplineCross-functional partnership and influenceAccuracy and attention...PartnershipContract workWork at office
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