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 recruiting for an experienced Relationship Associate to handle the day-to-day administration of M&A escrow, payment and pre-closing solicitation transactions. This individual will work directly with a Relationship Manager on transactions and will be required to interact with outside counsel, company principals and internal partners (operations, compliance, legal etc.) to onboard new escrow and payment administration appointments and also administer the deals post-closing to ensure compliance with the governing documents. They will be the primary contact for all participants in the M&A escrow and payment transaction. The ideal candidate will be focused on providing a positive client experience and be responsible for generating repeat business. 

Primary Responsibilities

• Reviews governing documents (escrow and paying agent agreements) and works with internal legal team after negotiations are complete 
• Collects U.S. Patriot Act/account opening forms and forwards to appropriate parties
• Requests and reviews payment spreadsheets to ensure all relevant information is provided and forwarding the same to internal operations
• Negotiates, reviews, and finalizes Letters of Transmittal 
• Updates deal specifics on Agent’s/Administrator’s internal database
• Fields inquiries from corporate principals, buy/sell-side counsel and major shareholders
• Confirms deal documents are properly accounted for and loaded into internal database (request executed copies of the governing documents, etc.)
• Responsible for tracking all pending and closed transactions
• Accompany sales staff on client calls (both existing an new business opportunities)
• Provides detailed reporting to manager concerning number of pending deals, closed deals, outstanding ticklers and other compliance items, and any additional required reporting
• Reviews payment instructions for escrow releases and another payments not made through Operations for sufficiency and initiates first level payment process 
• Works with Operations when an engagement terminates to either escheat funds or send back to the appropriate party and ensures other account termination activities are completed

Required Qualifications

• Minimum 3-5 years of experience (M&A, banking or finance helpful)
• BA or BS Degree
• Top notch customer service skills
• Ability to become a subject matter expert in payment processes (e.g., know-your-customer requirements, ACH/wire payment process, etc.)
• Must be able to work within a group and handle the activities of an administrative assistant
• NetSuite experience highly preferred, but not required
• Series 6/63 designation a plus, but not required

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