M&A Relationship Associate

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 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. NetSuite experience highly preferred, but not required

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 forwarding the same to internal operations Reviews, comments on and finalizes Letters of Transmittal and other solicitation documents to ensure it is compliance with operational procedures. Updates deal specifics on Agent’s internal database Fields inquiries from corporate principals, buy/sell-side counsel and major shareholders. Confirms deal documents are properly accounted for and loaded into internal database (request executed copies of the governing documents, etc.) Responsible for tracking all pending and closed transactions Opportunity to accompany sales team or Relationship Manager on a sales meeting