M&A Relationship Associate

SRS Acquiom; United States; Remote; USD 70,000 - 77,000; Full time

Job summary

A financial services technology firm is seeking a Remote Relationship Associate to manage M&A escrow and payment transactions. Your role will involve liaising between deal parties and internal teams to ensure timely and compliant administration of deals. Ideal candidates will have 3-5 years of experience in banking or finance, strong customer service skills, and a detail-oriented mindset, with a salary range of $70k-$77k depending on experience.

Benefits

Day-one medical, dental, and vision coverage

401(k) with 4% company match

Discretionary time off

Employer-paid life insurance

Employee Assistance Programs

Discounted pet insurance

Fitness credit

Pre-tax plans for dependent care

Qualifications

• 3-5 years of experience in M&A, banking, or finance.
• Top-notch customer service skills.
• Ability to project manage and multitask.

Responsibilities

• Coordinate with operations and payments departments.
• Review and finalize solicitation documents.
• Manage inquiries from corporate principals and counsel.

Skills

Customer Service

Written Communication

Project Management

Detail-oriented

Education

Bachelor’s Degree

Tools

NetSuite

Job description

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction - supporting over 10,000 deals worth more than $1.7 trillion along the way.

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan-agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end-to-end system that helps even the most complex deals cross the finish line.

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves.

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 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)
• A fitness credit to back your health and wellness goals
• Pre-tax plans for dependent care, transportation, and flexible spending

Position Summary

SRS Acquiom is currently recruiting an experienced Relationship Associate to handle the pre-closing and post-closing administration of M&A escrow, payment, and pre-closing solicitation transactions. This individual will work directly with a Relationship Manager on transactions and will be required to interact with outside counsel, company principals, and internal partners (operations, compliance, legal, etc.) to onboard new escrow and payment administration appointments and administer the deals post-closing to ensure compliance with the governing documents. They will be the primary point of contact for all participants in the M&A escrow and payment transactions.

Additionally, the Relationship Associate will have the primary role of acting as a bridge between the deal parties and our internal operations and payments teams to ensure that these groups are processing the deal correctly. The ideal candidate will be focused on providing an exceptional client experience, have good availability and a sense of urgency, be able to juggle various time-sensitive responsibilities, and be detail-oriented.

This position can be fully remote from the US.

The salary range for this position is between $70k - $77k, depending on level of experience.

Primary Responsibilities

• Coordinates internally with operations and payments departments to successfully solicit and distribute proceeds to shareholders.
• Requests and reviews payment spreadsheets to ensure all relevant information is provided, and forwards the same to internal operations
• Reviews, comments on, and finalizes Letters of Transmittal and other solicitation documents to ensure they comply with operational procedures.
• Updates deal specifics on the Agent’s internal database
• Fields inquiries from corporate principals, buy/sell-side counsel, and major shareholders.
• Confirms deal documents are appropriately accounted for and loaded into the internal database (request executed copies of the governing documents, etc.)
• Responsible for tracking all pending and closed transactions
• Opportunity to accompany the sales team or the Relationship Manager on a sales meeting

Required Qualifications & Skills

• Minimum 3-5 years of experience (M&A, banking, or finance helpful)
• Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
• Top-notch Customer Service and written communication skills
• Ability to become a subject matter expert in payment processes (e.g., know-your-customer requirements, ACH/wire payment process, etc.)
• Knowledge or ability to quickly learn the basics of M&A transactions, and be open to coaching or teaching
• Must be able to work within a group and handle the activities of an administrative assistant
• Ability to project manage and juggle various time-sensitive tasks.
• NetSuite experience highly preferred, but not required

Desired Characteristics

• Self-motivated
• Intellectually curious, receptive to feedback, and teaching
• Ability to explain complex ideas in a simplified manner
• Attention to detail, even in a fast-paced environment
• Ability to prioritize and multitask across many projects

Physical Requirements/Special Demands

• Must be available to work standard business hours, and occasional nights/weekends, including occasionally checking email during off hours.

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.