Deal Flow Analyst

Deal Flow Analyst

About the Role

The Deal Flow Analyst will work under the Assistant Director of Deal Flow. This role will assist in sourcing acquisition and investment opportunities for clients, prospective clients, and friends of the firm. This role will provide research support to the CRO team and perform various project and data management duties. The analyst will play a critical role in analyzing and optimizing deal flow using DealCloud. Drawing upon a deep understanding of private capital markets, this position will collaborate cross-functionally with internal stakeholders and external deal participants. The preferred location for this position is West Palm Beach, FL. The firm is open to other firm office locations including Dallas, Miami, Orlando, and Tampa.

Key Responsibilities and Essential Job Functions:

• Identify and source investment opportunities in key focus industries for participants in the firm's 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 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 Deal Flow database (e.g., entry of new deals, contacts, maintain data hygiene).
• Create a monthly Deal Flow newsletter and oversee newsletter follow ups.
• Perform research assignments to support the growth and expansion of the 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 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:

• Strong proficiency with 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).

Required Qualifications & Education:

• Bachelor's degree required.
• 2+ years of corporate business development, investment banking or deal advisory experience.

Preferred Qualifications & Education:

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

Physical Requirements:

• Ability to sit or stand for extended periods of time.
• Moderate or advanced keyboard usage.

Compensation:

• $86,000 - $128,000

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This firm is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

About Soul Equity Solutions

Soul Equity Solutions is a NYC based boutique executive search firm, exclusively recruiting for Private Equity Middle Market firms. We conduct searches at all seniority levels throughout the US for both investor roles and non-investing roles (including Business Development, Investor Relations). We are well known for our highly boutique, specialized service. Our clients and candidates rely on our personal approach, strong connections, and supportive process to meet their objectives.