• Job Description

  Req#: PAYME001380

  About SRS Acquiom

  SRS Acquiom is a leading disruptor in the financial services technology space with a long track record of consistent growth, profitability, and innovation. Since the Company was founded in 2007, they have had a tremendous impact on how Mergers and Acquisitions (M&A) and Loan Agency transactions are completed globally. Today, SRS Acquiom offers a comprehensive suite of services that include virtual data rooms, escrow, payment administration, shareholder representation, and administrative and collateral agent. This world-class platform has become the go-to solution for many of the world’s largest and most successful companies as they manage and simplify complex transactions in the global M&A and Loan Agency markets.

  In the 15 years since the Company was founded, SRS has supported more than 7,400+ deals with $775B in aggregate value including high-profile transactions such as Coca Cola Corporation’s acquisition of Body Armor, Pfizer’s acquisition of ReViral Limited, and Intel’s acquisition of Granulate Cloud Solutions. In the same time, they’ve added a blue-chip private equity ownership base, and today they boast an impressive investor base, including Foundry, NorWest, Revolutions, and LMP.

  Position Summary

  SRS Acquiom is currently searching for a Payments Analyst to join our Operations team. This individual will be responsible for processing security holder documents at multiple intervals in the life of an M&A transaction. Core responsibilities of this role include the processing of all mail related to security holder documentation, following up with holders regarding deficient items, data entry of personally identifiable information and the population and reconciliation of shareholder documents within a data room. In this role the analyst will rotate into the daily processing of payments to include creating payment files for submission to the bank partners and researching any returned or delayed payments.

  Strong project management, detail oriented, discretion and excellent communications skills will be essential in this role, as interaction with sophisticated investors and handling of PII will be on-going. This person should be able to work in a fast-paced environment, be able to handle multiple transactions at one time and should have the ability to work both as a teammate within the operations group and with a high level of autonomy on individual projects.

  This position can be hybrid based in Denver, CO or can be fully remote; however, if candidate that is selected is located in the Denver area, there will be a requirement to come into the Denver office approximately once a month to assist with mail processing for the Payments team.

  The salary range for this position is $60K-$65K annually, depending on level of experience.

  Primary Responsibilities

  • Process Letters of Transmittal and other legal documentation submitted via mail and e-mail, complete data entry within the required SLA and maintain the integrity of the system of record
  • Interact with security holders via phone and email regarding deficiencies following the review of account packets
  • Take ownership of individual transactions and act as the go-to for questions from security holders and co-workers alike
  • Populate and maintain data rooms to ensure all deal documents are accurately represented to outside clientele
  • Track document retention requirements and implement procedures for proper disposal to remain in compliance with FINRA standards
  • Identify and implement process improvements to enhance the customer experience, exceed SLAs and improve efficiency
  • Maintain and support a flexible schedule based on the speed of the deal and the needs of the client, this may include evening or weekend hours where needed

  Required Qualifications & Skills

  • 2-5 years of related business experience in operations or production services, preferably in the financial services industry
  • Ability to work collaboratively and build relationships across the organization
  • Excellent interpersonal and presentation skills
  • Self-motivated, self-starter with ability to work independently or as part of a team
  • Strong attention to detail
  • Proficient with Microsoft Office Products (Project, Excel, Word, PowerPoint)
  • Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
  • Availability to work in a non-traditional workweek

  Desired Characteristics

  • Self-motivated
  • Intellectually curious
  • Collaborative
  • Amiable
  • Operates with highest integrity and attention to detail
  • Passionate about efficient, scalable business processes
  • Ability to prioritize and multi-task across many projects

  A few benefits our employees enjoy

  • Comprehensive benefit plans (medical/dental/vision) starting on day 1
  • 401(k) with 4% matching
  • Discretionary time off
  • Discretionary bonus incentive
  • Fitness credit
  • Several pre-tax plans (dependent care, transportation, flexible spending)
  • Transportation reimbursement
  • Benefits reimbursement

  This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without advanced notice.

  With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

• About the company

  A comprehensive platform to manage financial transactions within Merger and Acquisition (M&A) deals and bilateral or syndicated loan deals. Solutions: loan agency, escrow and paying agent services, RWI, shareholder representation . . .

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