Onboarding Associate

About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We’re equally committed to building careers as we are to building solutions. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. A Few Benefits Our Employees Enjoy Day‑one coverage: medical, dental, and vision plans so you’re protected from the start A 401(k) with a 4% company match to keep your future on trackDiscretionary time off - take the time you need, when you need itEmployer‑paid life insurance, with the option to add extra coverage for peace of mindEmployee Assistance Programs for confidential support when life gets complicatedDiscounted pet insurance (because furry family members count, too)A fitness credit to back your health and wellness goalsPre‑tax plans for dependent care, transportation, and flexible spending Position Summary SRS Acquiom is currently recruiting for an Onboarding Associate, reporting to the Senior Director, Contract Administration. Under general direction, the Onboarding Associate is responsible for overseeing all functions as it relates to the onboarding process of new M&A transactions. The role also requires the development and maintenance of processes related to client communication and support. This position requires fielding complex analytical questions across business lines, being able to communicate effectively and professionally, and document findings in the internal database. This position requires a motivated, highly detail-oriented individual with a strong work ethic. This person should have excellent oral and written communication, analysis, and documentation skills. Location: This position is either hybrid out of our Denver, CO office or a fully remote position from within the Continental United States. This role does require that you work standard working hours in Mountain Time, regardless of location. If the candidate selected lives within a 20-mile radius of our downtown Denver office, they will be classified as a hybrid employee and beginning September 8, 2026, working one day per week in office is expected. Beginning February 1, 2027, two days per week in the office will be expected. If the candidate selected lives outside a 20-mile radius the Denver office, they will be classified as a fully remote employee and in-person onsite visits to the Denver headquarters will be required on average three times per year. Compensation: The hourly rate for this position is between $31.00 and $35.00, depending on level of experience. Primary Responsibilities Act as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product Communicate effectively and in a timely manner with sell or buy-side M&A attorneys for post-closing follow-ups for various internal groupsPerform wire callback verification for SRS Acquiom productsTrack all pending and closed transactionsAssist with executing agreementsOnboard new deals by collecting M&A documents and materials and uploading them into our system of recordResponsible for collecting fees and funding from the closing of M&A transactionsTimely response to questions from clients regarding accounts and other issues that arise post-closeFacilitate special projects related to onboarding M&A dealsAssist internal teams with closing/closed deal-related tasks as neededComplete full reconciliations by reviewing the system of record and compare to reporting to ensure no task is missedCompile, analyze and send report to Senior leadershipCollaborate with internal groups to ensure fees and wires are routed appropriatelyOther administrative or project-related duties as assigned Required Qualifications & Skills 2-3 years of experience in the financial industryBachelor’s Degree preferred, or equivalent combination of education, training, and experienceExcellent written and oral communication skills with the ability to convey sometimes complex aspects of a deal to M&A Attorneys effectively and in a timely mannerPrevious experience prioritizing multiple tasks that require a high level of attention to detail in a fast-paced office environmentWorking to advanced knowledge of Microsoft Office (Excel, Word) is required; NetSuite experience would be an added benefit, but not requiredCan work within deadlines and complete work in a timely mannerTakes ownership of issues and follows through to resolutionCan work independently or as part of a team, as the issue requiresStrong attention to detailStrong analytical and organizational skillsThe ability to manage multiple time-sensitive tasks in a challenging, fast-paced, deadline-driven, and fluid environmentMaintain a high level of confidentiality and integrity Desired Characteristics Self-motivatedIntellectually curiousCollaborativeAbility to take initiative in learning and applying new skillsHighly motivated self-starter with the ability to work collaboratively and independently AmiableOperates with the highest integrity and attention to detailPassionate about efficient, scalable business processes Ability to prioritize and multitask across many projects Physical Requirements/Special Demands Ability to work irregular hours, such as nights/weekends or after hours, may be requiredWork in a fast-paced environmentAbility to travel to the corporate office in Denver, Colorado Must be able to operate standard office productivity machinery and equipment, including a phone, computer/laptop, mouse, and keyboard We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. ** Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy. If you apply for a role with us, we may collect and process recruiting-related information through our applicant tracking system, including your resume/CV, work history, education, references, communications, and recruiting-related metadata. For US candidates, we may also use tools within our applicant tracking system to help detect potentially fraudulent or spam applications by analyzing limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag suspicious patterns for human review. US candidates at certain stages of the recruiting process may be required to complete identity verification through CLEAR. In that process, candidates provide information directly to CLEAR, including biometric data, such a facial and iris scans, as well as government-issued identification. CLEAR acts as an independent controller for the information it collects during verification. We receive only limited identity verification results/status and certain cross-reference fields (such as name, email, phone number, and IP address) within our applicant tracking system, and we do not receive or store government ID images, images, or biometric data from CLEAR. For information on how CLEAR collects, retains, and destroys biometric data, please visit: https://www.clearme.com/clear1-credential-policy-crp This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.