Onboarding Associate

About the role

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.

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 groups
• Perform wire callback verification for SRS Acquiom products
• Track all pending and closed transactions
• Absorb and assist with executing agreements
• Onboard new deals by collecting M&A documents and materials and uploading them into our system of record
• Responsible for collecting fees and funding from the closing of M&A transactions
• Timely response to questions from clients regarding accounts and other issues that arise post-close
• Facilitate special projects related to onboarding M&A deals
• Absorb and assist with closing/closed deal-related tasks as needed
• Complete full reconciliations by reviewing the system of record and compare to reporting to ensure no task is missed
• Compile, analyze and send report to Senior leadership
• Collaborate with internal groups to ensure fees and wires are routed appropriately
• Other administrative or project-related duties as assigned

Qualifications

• 2-3 years of experience in the financial industry
• Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
• Excellent 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 manner
• Previous experience prioritizing multiple tasks that require a high level of attention to detail in a fast-paced office environment
• Working to advanced knowledge of Microsoft Office (Excel, Word)
• Can work within deadlines and complete work in a timely manner
• Takes ownership of issues and follows through to resolution
• Works independently or as part of a team, as the issue requires
• Strong attention to detail
• Strong analytical and organizational skills
• The ability to manage multiple time-sensitive tasks in a challenging, fast-paced, deadline-driven, and fluid environment
• Maintain a high level of confidentiality and integrity

Skills

• Self-motivated
• Intellectually curious
• Collaborative
• Ability to take initiative in learning and applying new skills
• Highly motivated self-starter with the ability to work collaboratively and independently
• Amiable
• Operates with the highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• The 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 required
• Work in a fast-paced environment
• Ability 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