Client Relations Senior Analyst

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.

This position may be based in our Miami or Dallas office.

General Description

The Senior Client Relations Analyst will support the Client Relations Senior Manager and Director of Client Relations – Private Equity in driving new business and strengthening client relationships. This role focuses on analyzing client and market data, coordinating private equity client team efforts, and translating insights into actionable strategies that strengthen relationships and drive growth. The ideal candidate is a proactive self-starter who collaborates across practices to support team planning, internal reporting, and leadership briefings, while monitoring private equity trends and deal activity. Success in this role requires strong analytical skills, sound judgment, and the ability to manage multiple initiatives while working closely with senior stakeholders in a fast-paced, confidential environment. Additionally, as part of the Client Relations and Opportunities (CRO) team, the senior analyst will help manage events, coordinate essential projects (e.g., core industry events such as ACG, AM&AA, and iGlobal) for the corporate section, prepare and schedule conference meetings and materials, and assist with both internal and external client outreach.

Key Responsibilities and Essential Job Functions

• Drive the development of clear and measurable client engagement goals each year, focusing on key performance indicators such as new client engagement, generation of new opportunities and referral sources, partner feedback, and growth in client portfolio value at the direction of the Client Relations Manager and Director of Client Relations – Private Equity.
• Analyze firmwide private equity client data, market activity, and relationship intelligence to inform strategic planning and targeting.
• Serve as the project lead for forward-looking initiatives, including DealCloud management, events, sponsorships, and tracking/reporting.
• Engage in client and partner communications under managerial guidance. If directed, this will include sourcing new leads and opportunities for the Corporate, M&A and Securities (CMAS) section.
• Participate in client development calls upon partner and/or CRO leadership request, contributing ideas, conducting competitor research, and facilitating follow-ups to enhance client service.
• Partner closely with attorneys to prepare for internal strategy sessions and relationship planning meetings.
• Monitor private equity trends, fund activity, and deal flow to identify opportunities for deeper client engagement.
• Assist in identifying, planning, and participating in external conferences, events, and publications that support partners in business development and opportunity identification, adhering to the firm's budgetary guidelines.
• Support the reporting funnel, including tracking key performance indicators (KPIs), team engagement tagging on new matter intake, track opportunities, introductions, interactions, follow-up actions, and specific targets for HK Deal Flow, CMAS and other Firm engagements as outcomes of these focused efforts.
• Organize and support the planning and coordination of practice-specific events or communications led by the CRO team ensuring alignment with the rest of the marketing support network.
• Proactively identify gaps, risks, and growth opportunities within private equity client portfolios.
• Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.
• Special projects and duties as assigned.

Required Skills

• Exceptional communicator with strong business writing, listening, and presentation skills.
• Professional, proactive, and results-driven with high energy and integrity.
• Strategic thinker who combines big-picture vision with attention to detail.
• Creative problem-solver with strong planning, organizational, and project management abilities.
• Client-focused and skilled in relationship management and business/client development mindset.
• Empathetic and collaborative, able to build rapport and maintain constructive relationships.
• Highly adaptable, capable of prioritizing and completing tasks under tight deadlines.
• Strong proficiency with Intapp DealCloud (experience customizing workflows, dashboards, and reports is a plus).
• Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365.

Required Qualifications & Education

• Bachelor’s degree in business administration, Economics, Finance, Political Science or related fields.
• 6+ years of experience in professional services (preferably legal).

Preferred Qualifications & Education

• MBA preferred.
• Data base management and analytics preferred.
• Familiarity with middle-market M&A processes or private capital markets.
• Exposure to private equity, venture capital, investment banking, 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.

Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.

Below are the benefits we offer: 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; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.

Applicants who are interested in applying for a position and require an accommodation during the process should contact [email protected].

Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP’s privacy policies.