Serve as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product.
Communicate with sell-side or buy-side M&A attorneys about post-closing follow-ups for internal groups.
Perform wire callback verification for SRS Acquiom products.
Track pending and closed transactions.
Assist with executing agreements and onboarding new deals by collecting M&A documents and uploading them to the system of record.
Collect fees and funding from M&A transaction closings and collaborate with internal groups to route fees and wires appropriately.
Respond to client questions about accounts and other post-close issues.
Reconcile the system of record against reporting to ensure tasks are not missed.
Compile, analyze, and send reports to senior leadership.
Facilitate onboarding projects and assist internal teams with deal-related tasks.
Analytical SkillsMicrosoft ExcelMicrosoft Office+2 more
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About SRS Acquiom
SRS Acquiom revolutionizes complex financial transactions in mergers and acquisitions (M&A) and loan agency deals. Since 2007, they have streamlined post-closing activities, transforming a historically inefficient industry. Their comprehensive platform, powered by human expertise and innovative technology, has supported over 11,500 deals with an aggregate value exceeding $2.1 trillion. They serve a diverse client base, including over 500 of the world's top venture capital and private equity firms, and protect the interests of 650,000 shareholders across more than 150 countries. By offering solutions like virtual data rooms, M&A payments administration, and professional shareholder representation, SRS Acquiom tackles inefficiencies that previously cost the M&A industry billions annually, making processes easier, faster, and more economical.
How We Work
At SRS Acquiom, you'll find an entrepreneurial environment that values both individual expertise and collaborative teamwork. The company fosters a culture of integrity, striving for excellence in every aspect of their work. Team members actively engage clients and work together to deliver solutions that consistently exceed expectations. They prioritize continuous growth and camaraderie, offering a supportive environment where internal mobility is a key part of career development.
Engineering at SRS Acquiom
SRS Acquiom's technology solutions are at the core of their mission to simplify complex financial transactions. They build and maintain platforms that handle critical aspects of M&A and loan agency deals, from virtual data rooms and digital shareholder solicitations to payments administration and enhanced escrow solutions. Their proprietary systems process vast amounts of data and enable efficient management of post-closing activities, tackling challenges like accurate fund disbursement and legal compliance. The company leverages technologies like Amazon Web Services (including CloudFront, Amazon Virginia Region, and Amazon S3) and DNSSEC to ensure secure and scalable operations. They are constantly innovating, having launched the first online M&A payment system in 2013 and the first digital shareholder solicitation in 2016.
Why Join Us
Drive innovation in the financial technology space, contributing to a company that invented professional shareholder representation and continues to set industry standards.
Work on impactful projects that manage over $2.1 trillion in aggregate deal value and protect the interests of 650,000 shareholders globally.
Grow your career within a company that champions internal mobility and invests in your development through learning opportunities and regular review cycles.
Collaborate with a team of smart, entrepreneurial experts who value integrity, teamwork, and a drive to exceed expectations.
Receive comprehensive benefits, including day-one medical, dental, and vision coverage, a 401(k) with a 4% company match, and discretionary time off.
Benefits & Perks
Day-one coverage for medical, dental, and vision plans.
401(k) with a 4% company match.
Discretionary time off.
Employer-paid life insurance, with optional additional coverage.
Employee Assistance Programs for confidential support.
Discounted pet insurance.
Fitness credit for health and wellness goals.
Pre-tax plans for dependent care, transportation, and flexible spending.