Note: The job is a remote job and is open to candidates in USA. SRS Acquiom provides technology and services for managing complex M&A and loan agency transactions. The Fulfillment Analyst disseminates confidential deal information, reviews transaction materials for compliance, supports solicitation processes, and helps coordinate the release of equity consideration and escrow funds. The role reports to the Fulfillment Managers and manages multiple transactions through closing and payout.
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 project management, detail-oriented, discretion, and excellent communication skills will be essential in this role, as confidential, sensitive communications are broadly distributed to sophisticated investors
- Strong communication skills, both written and verbal, are critical to ensure that communication is not misinterpreted
- Should be able to work in a fast-paced environment with shifting priorities, be able to handle multiple transactions at one time, and should have the ability to work both as a teammate within the operations group and with a high level of autonomy on individual projects
- 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)
- Availability to work a non-traditional work-week if needed
- Ability to communicate in a professional manner with sophisticated clientele
- Ability to work collaboratively and build relationships across the organization
- Ability to work in a fast-paced environment, juggling multiple priorities
- Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process
- Bachelor's Degree preferred
Benefits
- 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
- This position is either hybrid out of our Denver, CO office or a fully remote position within the Continental United States.
Company Overview