Fulfillment Analyst

About SRS Acquiom

SRS Acquiom is a leading disruptor in the financial services technology space, redefining the way M&A and loan agency deals get done. 

Since 2007, we’ve brought unmatched expertise, insight, and innovation to solve the issues that slow complex financial transactions down. 

Today, we deliver a unified system of solutions — virtual data rooms, escrow & payment administration, shareholder representation, and loan agency services — that work effortlessly on their own and fit seamlessly together. 

Our unique combination of disruptive tech and expert team has become the go-to solution for many of the largest and most successful companies in the global M&A and loan agency markets.If you’re looking to join an entrepreneurial culture in an established company with a track record of consistent growth, profitability, and innovation, we want to hear from you! 

A few benefits our employees enjoy

• Comprehensive benefit plans (medical/dental/vision) starting on day 1

• 401(k) with 4% matching

• Discretionary time off

• Discretionary bonus incentive

• Fitness credit

• Several pre-tax plans (dependent care, transportation, flexible spending)

• Transportation reimbursement for qualified positions

• Benefits reimbursement

Position Summary

• This role is responsible for the dissemination of confidential, legally required information, making certain that information is relayed timely and accurately and is distributed according to individual deal guidelines to ensure certain information is only shared with those privy to it.

• The review of completed packets for compliance with deal requirements and ultimately the release of equity consideration to shareholders.

• The purpose of this position is to assist our outside clientele with the solicitation of the entire security holder base for a proposed transaction with the required deal disclosures and consents leading up to the eventual closing and payout of M&A transactions. 

• This is a hands on position within the Operations Department.

This remote position requires being based in the Pacific Time Zone and has a salary range of $65,000.00 – $73,000.00.

*** Only applicants currently located in the Pacific Time Zone will be considered ***

Responsibilities

• Interpret capitalization tables and write data import instructions

• Read and carry out steps provided in 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

Required Qualifications

• Strong project management, detail oriented, discretion and excellent communications 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 the communication is not interpreted more than one way. 

• 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) 

• Bachelor’s Degree preferred

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without advanced notice.

With respect to its programs, services, activities, and employment practices, 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.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.