About SRS Acquiom

At SRS Acquiom, our sole focus is on making M&A deals happen more efficiently. Since 2007, we have been continuously innovating to solve issues for some of the industry’s most sophisticated buyers, sellers, and counsel. Our top-tier team has supported more than 2,000 deals including high-profile transactions such as Google’s acquisition of Nest, Facebook’s acquisition of Oculus and Yahoo’s acquisition of Tumblr. 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! Visit www.srsacquiom.com to learn more. 

Position Summary

SRS Acquiom is currently seeking a Payments Support Analyst to join our Operations team. This individual will be responsible for processing security holder documents at multiple intervals in the life of an M&A transaction. Core responsibilities of this role include the processing of all mail related to security holder documentation, following up with holders regarding deficient items, data entry of personally identifiable information and the population and reconciliation of shareholder documents within a data room.

Strong project management, detail oriented, discretion and excellent communications skills will be essential in this role, as interaction with sophisticated investors and handling of PII will be on-going. This person 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. This position will be based in Denver, CO.
 

Primary Responsibilities 

• Process Letters of Transmittal and other legal documentation submitted via mail and e-mail, complete data entry within the required SLA and maintain the integrity of the system of record
• Interact with security holders via phone and email regarding deficiencies following the review of account packets
• Take ownership of individual transactions and act as the go-to for questions from security holders and co-workers alike
• Populate and maintain data rooms to ensure all deal documents are accurately represented to outside clientele
• Track document retention requirements and implement procedures for proper disposal to remain in compliance with FINRA standards
• Identify and implement process improvements to enhance the customer experience, exceed SLAs and improve efficiency
• Maintain and support a flexible schedule based on the speed of the deal and the needs of the client, this may include evening or weekend hours where needed

Requirements

• 2-5 years of related business experience in operations or production services, preferably in the financial services industry
• Ability to work collaboratively and build relationships across the organization
• Excellent interpersonal and presentation skills
• Self-motivated, self-starter with ability to work independently or as part of a team
• Strong attention to detail
• Proficient with Microsoft Office Products (Project, Excel, Word, PowerPoint) 
• Bachelor’s Degree preferred
• Availability to work in a non-traditional work-week

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