M&A Relationship Associate

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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 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

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 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