Fulfillment Analyst

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SRS Acquiom

Site WebLinkedInTous les Emplois

201 - 500 employés

💰 €6 000 000 Series A en 2014-08

SRS Acquiom offre une manière plus intelligente de gérer les transactions avec des solutions qui réduisent le fardeau administratif tout au long du cycle de vie de la transaction. Nos services incluent le paiement et les services d'agent d'entiercement, la sollicitation et la communication de documents en ligne, la représentation professionnelle des actionnaires et les salles de données virtuelles. Pour les transactions de prêts et de crédits, nous fournissons des services administratifs, de garantie et de sous-agent indépendants. Depuis 2007, nous aidons des parties prenantes chevronnées à réduire les charges administratives, leur permettant ainsi de se concentrer sur la construction d'entreprises performantes et la maximisation de la valeur.

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

🎯 Exigences

• 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.

🏖️ Avantages

• 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