Deal Onboarding Associate

About Srs Acquiom

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

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 mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending

Position Summary

SRS Acquiom is currently recruiting for a Deal Onboarding Associate, reporting to the Senior Director, Contract Administration. Under general direction, the Deal Onboarding Associate is responsible for overseeing all functions as it relates to the onboarding process of new M&A transactions. The role also requires development and maintenance of processes related to client communication and support.

This position requires fielding complex analytical questions across business lines, being able to communicate effectively and professionally, and document findings in the internal database. This position requires a motivated, highly detail oriented, individual with a strong work ethic. This person should have excellent oral and written communication, analysis, and documentation skills.

• The hourly rate for this position is between $31.00/hr and $35.00/hr, depending on level of experience.
• This role is fully remote within the Continental United States, and does require that you work standard working hours in Mountain Time

Primary Responsibilities

• Act as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product
• Communicate effectively and in a timely manner with sell or buy-side M&A attorneys for post-closing follow-ups for various internal groups
• Perform wire callback verification for SRS Acquiom products
• Track all pending and closed transactions
• Assist with executing agreements
• Onboard new deals by collecting M&A documents and materials and uploading them into our system of record
• Responsible for collecting fees and funding from the closing of M&A transactions
• Timely response to questions from clients regarding accounts and other issues that arise post-close
• Facilitate special projects related to onboarding M&A deals
• Assist internal teams with closing/closed deal-related tasks as needed
• Complete full reconciliations by reviewing the system of record and compare to reporting to ensure no task is missed
• Compile, analyze and send report to Senior leadership
• Collaborate with internal groups to ensure fees and wires are routed appropriately
• Other administrative or project-related duties as assigned

 Required Qualifications & Skills  

• 2-3 years of experience in the financial industry
• Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
• Excellent written and oral communication skills with the ability to convey sometimes complex aspects of a deal to M&A Attorneys effectively and in a timely manner
• Previous experience prioritizing multiple tasks that require a high level of attention to detail in a fast-paced office environment
• Working to advanced knowledge of Microsoft Office (Excel, Word) is required; NetSuite experience would be an added benefit, but not required
• Can work within deadlines and complete work in a timely manner
• Takes ownership of issues and follows through to resolution
• Can work independently or as part of a team, as the issue requires
• Strong attention to detail
• Strong analytical and organizational skills
• The ability to manage multiple time-sensitive tasks in a challenging, fast-paced, deadline-driven, and fluid environment
• Maintain a high level of confidentiality and integrity

Desired Characteristics

• Self-motivated
• Intellectually curious
• Collaborative
• Ability to take initiative in learning and applying new skills
• Highly motivated self-starter with the ability to work collaboratively and independently
• Amiable
• Operates with the highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• Ability to prioritize and multitask across many projects

Physical Requirements/Special Demands

• Ability to work irregular hours, such as nights/weekends or after hours, may be required
• Work in a fast-paced environment
• Ability to travel to the corporate office in Denver, Colorado twice a year
• Must be able to operate standard office productivity machinery and equipment, including a phone, computer/laptop, mouse and keyboard

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.