Relationship Associate, Institutional Client Relations
New
Fully remote role in the Continental U.S., or a hybrid position based in our Denver, CO office, standard business hoursFull-TimeMiddle
Salary75,000 - 90,000 USD per year
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Job Details
- Experience
- 2-5 years
- Required Skills
- Data AnalysisProblem SolvingFinancial analysisFinanceNetSuite
Requirements
- Bachelor's degree in finance, accounting, economics, or operations (or commensurate work experience)
- 2-5 years of work experience in finance, law, or bank operations
- Strong interpersonal skills, good judgement and intuition
- Ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach
- Ability to independently research, analyze, and resolve complex problems
- Strong drive to achieve results and self-motivate
- Deadline-driven and highly organized with exceptional attention to detail
- Proven problem-solving and analytical skills
- Proven ability to collaborate with management and team members
Responsibilities
- Convey complex M&A deal information in quick and concise manner
- Keep clients apprised of post-closing events and milestones and facilitate contact with other professional teams at SRSA when appropriate
- Investigate and respond to client requests by researching internal NetSuite database and deal documents including complex waterfall spreadsheets
- Administrative tasks including arranging payment of invoices and disseminating reports and documentation
- Liaison with other deal parties, legal counsel, and third-party advisors
- Track status of over 250 M&A transactions during post-closing period
- Provide timely and excellent customer service
- Comprehend internal processes and procedures while maintaining internal controls
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