Payments Analyst

SRS Acquiom•Denver, CO

20h•$60,000 - $70,000•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

1–4 years of experience in operations, financial services, or other documentation-heavy roles
Comfort working with large volumes of data and handling sensitive information
High attention to detail
Ability to work collaboratively and build relationships across the organization
Strong written communication skills, especially for stakeholder correspondence and internal handoffs
Self-motivation: you’ll be busy, and you’ll need to manage your time accordingly
Microsoft Excel proficiency

Nice To Haves

Familiarity with tools like NetSuite, Adobe, and document workflows a plus
Positive attitude
Collaborative
Operates with highest integrity and attention to detail
Self-motivated
Ability to prioritize and multi-task
High attention to detail, accuracy and thoroughness

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
Create payment files to meet the daily payment deadline
Process returned payments and stop check requests
Take ownership of individual transactions and act as the go-to for questions from security holders and co-workers alike
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