Fulfillment Analyst

About SRS Acquiom 

At SRS Acquiom, our focus is on simplifying complex transactions in M&A and in the Loan Agency markets. Since 2007, we have been continuously innovating to solve issues for some of the industry’s most sophisticated buyers, sellers, borrowers, lenders, and counsels. Our top-tier team has supported more than 7,350+ deals with $775B+ in aggregate value including high-profile transactions such as Coca Cola Corporation’s acquisition of Body Armor, Pfizer’s acquisition of ReViral Limited, and Intel’s acquisition of Granulate Cloud Solutions. We are looking for extraordinary people to help drive our continued success. If you are looking to join a growing, entrepreneurial environment in an established company, we want to hear from you! 

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

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 position needs to based remotely in the Pacific Time Zone with a salary range of $65,000.00 – $73,000.00. 

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