Remote M&A Fulfillment Analyst

SRS Acquiom Inc.; Denver, Northern (CO, KY); Hybrid; USD 65,000 - 73,000; Full time

Job summary

SRS Acquiom Inc. is seeking a Fulfillment Operations professional to manage the dissemination of confidential information and ensure timeliness and accuracy in line with deal guidelines.

You will support external clients through the equity distribution and payout process for M&A transactions, reporting to Fulfillment Managers. This role is hybrid out of Denver, CO, or fully remote within the Continental United States, with in-office days increasing over time.

Qualifications

• 2-5 years of related business experience in operations or production services, preferably in the financial services industry.
• Proficient with Microsoft Office Products (Excel, Word, PowerPoint).

Responsibilities

• Interpret capitalization tables and write data import instructions.
• Read and carry out the steps provided in the instruction letters for the release of escrow funds.
• Formulate the appropriate processing methods according to the type of deal or request.
• Interpret legal deal documents and build online document templates for use during the solicitation process so security holders can complete required data accurately and easily.
• Interface with other departments, specifically the Relationship and Imports teams, to ensure delivery of expected outcome by outside clients within the SLA.
• Send mass solicitation announcements to security holders.
• Create status reports and use SQL to extract data from JSON objects.
• Reconcile each individual deal prior to payment or when any change occurs after the deal begins funding.
• Book deposits and prepare daily reconciliation of omnibus accounts for approval by management.
• Self-manage personal pipeline for in-progress transactions and report on statuses daily.
• Identify and implement process improvements to enhance the customer experience, exceed SLAs, and improve efficiency.

Skills

Strong communication

Project management

Attention to detail

Discretion

Autonomy

Team collaboration

Fast-paced environment adaptability

Multitasking

Education

Bachelor’s Degree preferred

Tools

Microsoft Excel

SQL

PowerPoint

Job description

SRS Acquiom Inc. is seeking a Fulfillment Operations professional to manage the dissemination of confidential information and ensure timeliness and accuracy in line with deal guidelines.

You will support external clients through the equity distribution and payout process for M&A transactions, reporting to Fulfillment Managers. This role is hybrid out of Denver, CO, or fully remote within the Continental United States, with in-office days increasing over time.