- Salary
- $170k – $270k
- Type
- Full-time
- Seniority
- Director
- Experience
- 6+ years
- Education
- PhD
- Source
- RecruiterFlow
Description
Assistant Director of Deal Flow
About the Role
The Assistant Director of Deal Flow will lead the sourcing of investment opportunities for clients, prospective clients, and friends of the firm, cultivate relationships with capital providers, provide research skills and guidance to the Deal Flow team, and perform various additional project management duties. The preferred location for this position is West Palm Beach, FL. The firm is open to other firm office locations including Atlanta, Philadelphia, NYC Metro, and Washington, DC.
Key Responsibilities and Essential Job Functions:
- Strategically source potential investment opportunities in key focus industries for participants in the Deal Flow program.
- Strategically identify and cultivate relationships with capital providers, specifically all funded funds (private equity, growth equity, debt funds), independent sponsors and early-stage investors.
- Identify and cultivate internal and external relationships that support the growth of the Deal Flow program. Examples of relationships include ones with firm's attorneys, capital providers, deal intermediaries, and other service providers.
- Identify capital providers for each deal sourced and other deals as assigned.
- Manage and coordinate the pipeline of deal opportunities.
- Manage communication and relationships with Deal Flow program participants.
- Perform various project management duties (e.g. ensure all deals sourced are shared with relevant capital providers in a timely manner).
- Perform tracking and any necessary follow-up for the entire lifecycle of a deal shared through the Deal Flow program.
- Perform research assignments to support the growth and expansion of the Deal Flow program (e.g. basic market, industry, prospect or deal intermediary research).
- Attend networking, conferences and other corporate development events as required.
- Thoughtfully suggest ideas for processes or workflow improvement as recognized in the course of daily work.
- Special project and duties as assigned.
Required Skills:
- Proficiency in DealCloud
- Excellent written and verbal communication skills.
- An entrepreneurial, energetic, and optimistic attitude with a strong work ethic.
- Ability to effectively manage and prioritize multiple projects.
- Flexible and adaptable to changing priorities and new challenges.
- Strong analytical and research skills.
- Performs well under pressure in a fast-paced, deadline-driven environment.
- 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).
- Intellectual curiosity and willingness to take ownership of key projects.
Required Qualifications & Education:
- Bachelor’s degree required.
- 6+ years of experience in financial services, private wealth, private equity, corporate development, or investment banking required.
Physical Requirements:
- Ability to sit or stand for extended periods of time.
- Moderate or advanced keyboard usage.
- $170,000 - $270,000
- Dependent on location and experience
- Bonus opportunities available
- Exceptional benefits package.
Find your fit - View all open positions at Soul Equity.
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.