Relationship Associate, Institutional Client Relations

About the role

SRS Acquiom is a company that helps manage complex M&A and loan agency transactions. Based in Denver, Colorado, with offices across the US and in London and Amsterdam, they support transactions globally. They serve as the post-closing shareholders' representative for mergers/acquisitions of privately held companies.

Responsibilities

• Convey complex M&A deal information in a quick and concise manner
• Keep clients informed of post-closing events and milestones and facilitate contact with other professional teams at SRS Acquiom when necessary
• Investigate and respond to client requests by researching internal NetSuite database and deal documents, including complex waterfall spreadsheets, and communicating with internal teams
• Administer tasks such as arranging payment of invoices and disseminating certain reports and documentation
• Liaise with other deal parties, legal counsel, and third-party advisors
• Track the status of significant number (>250) of M&A transactions during the post-closing period
• Provide timely and excellent customer service to clients to ensure all have an exceptional experience
• Use judgment, interpretation, and problem-solving to understand deal-related information
• Communicate and collaborate with internal groups professionally
• Comprehend internal processes and maintain internal controls
• Perform other related duties as assigned or requested

Requirements

• Bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience)
• 2-5 years of work experience in finance, law, or bank operations
• Strong interpersonal skills, good judgement, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach
• Confidence in working with professional, high-income clients based in the United States and abroad
• Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts
• Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently
• Deadline-driven and highly organized with exceptional attention to detail
• Proven problem-solving and analytical skills
• Proven ability to collaborate with management and team members to align goals and complete all tasks
• Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties

Skills

• Exposure to the mergers and acquisitions (M&A) industry or related financial services
• Experience in a fast-paced, client-facing position working with high-income individuals
• Experience with NetSuite
• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with highest integrity and attention to detail
• Passionate about efficient, scalable business processes