Relationship Associate, Institutional Client Relations

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

• Convey complex M&A deal information in quick and concise manner
• Keep clients apprised of post-closing events and milestones and facilitate contact with other professional teams at SRS Acquiom when appropriate
• Investigate and respond to client requests by researching internal NetSuite database and deal documents including complex waterfall spreadsheets, and by communicating with internal teams
• Administer administrative tasks including but not limited to arranging payment of invoices and disseminating certain reports and documentation
• Liaison with other deal parties, legal counsel, and third-party advisors
• Track status of significant number (>250) of M&A transactions during post-closing period
• Provide timely and excellent customer service to clients to ensure all have an exceptional experience
• Use judgement, interpretation and problem-solving to understand deal related information
• Professionally communicate and collaborate with internal groups
• Comprehend internal processes and procedures while maintaining internal controls
• Perform other related duties as assigned or requested

Qualifications

• 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 intuition, 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
• Prior proven problem-solving and analytical skills
• Prior 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

Benefits

Day-one coverage: medical, dental, and vision plans so you’re protected from the start
401(k) with a 4% company match to keep your future on track
Discretionary time off - take the time you need, when you need it
Employer-paid life insurance, with the option to add extra coverage for peace of mind
Employee Assistance Programs for confidential support when life gets complicated
Discounted pet insurance (because furry family members count, too)
Fitness credit to back your health and wellness goals
Pre-tax plans for dependent care, transportation, and flexible spending

Pay

The salary range for this position is between $75k and $90k, depending on experience level.

Schedule

This is either a fully remote role in the Continental U.S., or a hybrid position based in our Denver, CO office. If Remote, in-person visits to the Denver headquarters are required up to three times per year.