Remote M&A Onboarding Associate

SRS Acquiom Inc.; Denver (CO); Híbrido; USD 43 000 - 48 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Day-one medical, dental, and vision

401(k) with 4% match

Discretionary time off

Employer-paid life insurance

Employee Assistance Program

Pet insurance option

Fitness credit

Pre-tax plans for dependent care,运输,和灵

Resumo da oferta

SRS Acquiom Inc. is seeking an Onboarding Associate to oversee the onboarding process for new M&A transactions. Reporting to the Senior Director, Contract Administration, the role emphasizes clear client communication, data maintenance, and meticulous documentation.

This position can be hybrid from our Denver, CO office or fully remote within the continental United States. You will work Mountain Time hours and collaborate across deal teams to ensure accurate timing and fee handling.

Qualificações

• 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 toM&A Attorneys effectively and in a timely manner.
• Ability to prioritize multiple tasks in a fast-paced office environment.

Responsabilidades

• Act as the primary contact for 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.
• 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.
• Assist internal teams with closing/closed deal-related tasks as neededComplete 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

Conhecimentos

Communication skills

Attention to detail

Time management

Independent / teamwork

Confidentiality

Formação académica

Bachelor’s Degree preferred, or equivalent combination of education, training, and experience

Ferramentas

Microsoft Office (Excel, Word)

NetSuite

Descrição da oferta de emprego

SRS Acquiom Inc. is seeking an Onboarding Associate to oversee the onboarding process for new M&A transactions. Reporting to the Senior Director, Contract Administration, the role emphasizes clear client communication, data maintenance, and meticulous documentation.

This position can be hybrid from our Denver, CO office or fully remote within the continental United States. You will work Mountain Time hours and collaborate across deal teams to ensure accurate timing and fee handling.