Job Description
Job Description
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
- Day‑one coverage : medical, dental, and vision plans so you're protected from the start
- A 401(k) with a 4% company match to keep your future on track
Discretionary time off - take the time you need, when you need it
Employer‑paid life insurance, with the option to add extra coverage for peace of mindEmployee Assistance Programs for confidential support when life gets complicatedDiscounted pet insurance (because furry family members count, too)A fitness credit to back your health and wellness goalsPre‑tax plans for dependent care, transportation, and flexible spendingPosition 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 consideredResponsibilities
Interpret capitalization tables and write data import instructionsRead and carry out steps provided in instruction letters for the release of escrow fundsFormulate the appropriate processing methods according to the type of deal or requestInterpret legal deal documents and build online document templates for use during the solicitation process so security holders can complete required data accurately and easilyInterface with other departments, specifically the Relationship and Imports teams to ensure delivery of expected outcome by outside clients within the SLASend mass solicitation announcements to security holdersCreate status reports and use SQL to extract data from JSON objectsReconcile each individual deal prior to payment or when any change occurs after the deal begins fundingBook deposits and prepare daily reconciliation of omnibus accounts for approval by managementSelf-manage personal pipeline for in-progress transactions and report on statuses dailyIdentify and implement process improvements to enhance the customer experience, exceed SLAs and improve efficiencyRequired 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 investorsStrong 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 projects2-5 years of related business experience in operations or production services, preferably in the financial services industryProficient with Microsoft Office Products (Excel, Word, PowerPoint)Bachelor's Degree preferredThis 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.
