Fulfillment Analyst

About SRS Acquiom

SRS Acquiom is a leading disruptor in the financial services technology space with a long track record of consistent growth, profitability, and innovation. Since the Company was founded in 2007, we have had a tremendous impact on how Mergers and Acquisitions (M&A) and Loan Agency transactions are completed globally. Today, SRS Acquiom offers a comprehensive suite of services that include virtual data rooms, escrow, payment administration, shareholder representation, and administrative and collateral agent. This world-class platform has become the go-to solution for many of the world’s largest and most successful companies as they manage and simplify complex transactions in the global M&A and Loan Agency markets.

In the 15 years since the Company was founded, SRSA has supported more than 8,200+ deals with $1.4T 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. In the same time, we have added a blue-chip private equity ownership base, and today we boast an impressive investor base, including Foundry, NorWest, Revolutions, and LMP.

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!

A few benefits our employees enjoy

• Comprehensive benefit plans (medical/dental/vision) starting on day 1
• 401(k) with 4% matching
• Discretionary time off
• Fitness credit
• Several pre-tax plans (dependent care, transportation, flexible spending)
• Transportation reimbursement
• Benefits reimbursement

Fulfillment Analyst 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 so as 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.

The corporate office of SRSA is located in Denver, CO, but this position will be fully remote.

Please note - Candidate must be located on the east coast of the United States or have the ability to hold east coast hours, starting as early as 7:00 am ET.

The salary range for this position is between $65,000k and $73,000k, depending on level of experience.

Fulfillment Analyst Primary Responsibilities

• Interpret capitalization tables and write data import instructions
• Read and carryout 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 Managers and Relationship Associates 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
• 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

Fulfillment Analyst Required Qualifications & Skills

• 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
• 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, 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.

Fulfillment Analyst Physical Requirements/Special Demands

• Availability to work a non-traditional work-week, if needed.
• Ability to work in an open office environment where noise may be a factor.
• 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

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.