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Salary: USD 31 - 35 / hourly
SRS Acquiom is a Denver-based financial services platform and provider specializing in M&A and loan agency transaction management. The company has supported over 11,500 transactions globally since 2007, with offices across North America and Europe.
The Onboarding Associate will report to the Senior Director, Contract Administration and serve as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product. This role oversees all functions related to the onboarding process for new M&A transactions and develops and maintains processes for client communication and support.
Key responsibilities include:
- Acting as primary contact for deal onboarding inquiries for Shareholder Representative Services
- Communicating with M&A attorneys on both sell-side and buy-side for post-closing follow-ups
- Performing wire callback verification for SRS Acquiom products
- Tracking pending and closed transactions
- Assisting with executing agreements
- Onboarding new deals by collecting M&A documents and uploading them to the system of record
- Collecting fees and funding from M&A transaction closings
- Responding timely to client questions regarding accounts and post-close issues
- Facilitating special projects related to deal onboarding
- Assisting internal teams with closing/closed deal-related tasks
- Completing full reconciliations and comparing system records to reporting
- Compiling and analyzing reports for senior leadership
- Collaborating with internal groups to ensure proper fee and wire routing
- Other administrative and project-related duties as assigned
The role requires a motivated, detail-oriented individual with excellent oral and written communication skills, strong analytical and documentation abilities, and the capacity to field complex questions across business lines.
Location: Hybrid from Denver office or fully remote within the Continental US. Candidates within 20 miles of downtown Denver will be classified as hybrid (1 day/week in office starting September 2026, increasing to 2 days/week starting February 2027). Remote candidates outside 20 miles will be required to visit Denver headquarters approximately three times per year. All candidates must work standard hours in Mountain Time.
Requirements:
- 2-3 years of experience in the financial industry
- Bachelor's degree preferred, or equivalent combination of education, training, and experience
- Excellent written and oral communication skills with ability to convey complex deal aspects to M&A attorneys effectively and timely
- Experience prioritizing multiple tasks with high attention to detail in fast-paced environment
- Advanced knowledge of Microsoft Office (Excel, Word) required; NetSuite experience beneficial but not required
- Ability to work within deadlines and complete work timely
- Takes ownership of issues and follows through to resolution
- Can work independently or as part of a team
- Strong attention to detail and analytical/organizational skills
- Ability to manage multiple time-sensitive tasks in challenging, fast-paced, deadline-driven environment
- Maintain high level of confidentiality and integrity
- Ability to work irregular hours (nights/weekends) as needed
- Ability to travel to Denver corporate office
- Must be legally authorized to work in the United States without visa sponsorship
