Onboarding Associate

About SRS Acquiom

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.

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 an Onboarding Associate, reporting to the Senior Director, Contract Administration. Under general direction, the Onboarding Associate is responsible for overseeing all functions as it relates to the onboarding process of new M A transactions. The role also requires the 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.

Location: This position is fully remote within the Continental United States. In-person visits to the Denver headquarters are required, on average three times per year. This role does require that you work standard working hours in Mountain Time

Compensation: The hourly rate for this position is between $31.00 and $35.00, depending on level of experience.

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 s…