Fulfillment Analyst

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SRS Acquiom

SiteLinkedInTodas as Vagas

201 - 500 funcionários

💰 $6.000.000 Series A em 2014-08

SRS Acquiom oferece uma maneira mais inteligente de realizar negócios com soluções que reduzem o ônus administrativo durante todo o ciclo de vida do negócio. Nossos serviços incluem pagamento e serviços de agente escrow, solicitação e relatórios de documentos online, representação profissional de acionistas e salas de dados virtuais. Para transações de empréstimos e créditos, fornecemos serviços de agente administrativo independente, colateral e sub-agente. Desde 2007, ajudamos partes sofisticadas de negócios a reduzir o arrasto administrativo, permitindo que se concentrem em construir excelentes negócios e maximizar valor. SRS Acquiom | Eleve Seus GanhosPublicações de terceiros não refletem as opiniões da SRS Acquiom e não foram revisadas pela empresa quanto à completude ou precisão.

Descrição

• Interpret capitalization tables and write data import instructions • Read and carry out the steps provided in the instruction letters for the release of escrow funds • Formulate the appropriate processing methods according to the type of deal or request • Interpret legal deal documents and build online document templates for use during the solicitation process so security holders can complete required data accurately and easily • Interface with other departments, specifically the Relationship and Imports teams, to ensure delivery of expected outcome by outside clients within the SLA • Send mass solicitation announcements to security holders • Create status reports and use SQL to extract data from JSON objects • Reconcile each individual deal prior to payment or when any change occurs after the deal begins funding • Book deposits and prepare daily reconciliation of omnibus accounts for approval by management • Self-manage personal pipeline for in-progress transactions and report on statuses daily • Identify and implement process improvements to enhance the customer experience, exceed SLAs, and improve efficiency

🎯 Requisitos

• Strong project management, detail-oriented, discretion, and excellent communication skills will be essential in this role, as confidential, sensitive communications are broadly distributed to sophisticated investors • Strong communication skills, both written and verbal, are critical to ensure that communication is not misinterpreted. • Should be able to work in a fast-paced environment with shifting priorities, 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 • 2-5 years of related business experience in operations or production services, preferably in the financial services industry • Proficient with Microsoft Office Products (Excel, Word, PowerPoint) • Bachelor’s Degree preferred.

🏖️ Benefícios

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start • A 401(k) with a 4% company match to keep your future on track • Discretionary time off - take the time you need, when you need it • Employer‑paid life insurance, with the option to add extra coverage for peace of mind • Employee Assistance Programs for confidential support when life gets complicated • Discounted pet insurance (because furry family members count, too) • A fitness credit to back your health and wellness goals • Pre‑tax plans for dependent care, transportation, and flexible spending