M&A Relationship Associate

SRS Acquiom•Denver, CO

9d•Hybrid

About The Position

SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We’re equally committed to building careers as we are to building solutions. 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.

Requirements

Minimum 3-5 years of experience (M&A, banking, or finance helpful)
Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
Top-notch Customer Service and written communication skills
Ability to become a subject matter expert in payment processes (e.g., know-your-customer requirements, ACH/wire payment process, etc.)
Knowledge or ability to quickly learn the basics of M&A transactions, and be open to coaching or teaching
Must be able to work within a group and handle the activities of an administrative assistant
Ability to project manage and juggle various time-sensitive tasks.
Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process.

Nice To Haves

NetSuite experience highly preferred, but not required
Self-motivated
Intellectually curious, receptive to feedback, and teaching
Collaborative
Ability to explain complex ideas in a simplified manner
Attention to detail, even in a fast-paced environment
Ability to prioritize and multitask across many projects

Responsibilities

Coordinates internally with operations and payments departments to successfully solicit and distribute proceeds to shareholders.
Requests and reviews payment spreadsheets to ensure all relevant information is provided, and forwards the same to internal operations
Reviews, comments on, and finalizes Letters of Transmittal and other solicitation documents to ensure they comply with operational procedures.
Updates deal specifics on the Agent’s internal database
Fields inquiries from corporate principals, buy/sell-side counsel, and major shareholders.
Confirms deal documents are appropriately accounted for and loaded into the internal database (request executed copies of the governing documents, etc.)
Responsible for tracking all pending and closed transactions
Opportunity to accompany the sales team or the Relationship Manager on a sales meeting