Fulfillment Analyst

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🕒 6 days ago

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SRS Acquiom

WebsiteLinkedInAll Job Openings

201 - 500 employees

💰 $6M Series A on 2014-08

SRS Acquiom delivers a smarter way to run deals with solutions that reduce the administrative burden throughout the entire deal lifecycle. Our services include paying and escrow agent services, online document solicitation and reporting, professional shareholder representation, and virtual data rooms. For loan and credit transactions, we provide independent administrative, collateral, and sub-agent services. Since 2007, we have helped sophisticated deal parties reduce administrative drag, enabling them to focus on building great businesses and maximizing value.SRS Acquiom | Elevate Your GainThird-party posts do not reflect the views of SRS Acquiom and have not been reviewed by the firm for completeness or accuracy.

📋 Description

• 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

🎯 Requirements

• 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.

🏖️ Benefits

• 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