Fulfillment Analyst

Summary

SRS Acquiom provides a platform and services for managing complex M&A and loan agency transactions. The Fulfillment Analyst disseminates confidential transaction information, reviews packets for compliance, supports solicitation processes, and assists with equity consideration releases and transaction closings. The role also manages reconciliations, reporting, client coordination, and process improvements.

Responsibilities

• 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

Skills

• 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)
• Ability to communicate in a professional manner with sophisticated clientele
• Ability to work collaboratively and build relationships across the organization
• Ability to work in a fast-paced environment, juggling multiple priorities
• Will need to work occasional evenings and weekends
• This position is either hybrid out of our Denver, CO office or a fully remote position within the Continental United States
• If the candidate selected lives within a 20-mile radius of our downtown Denver office, they will be classified as a hybrid employee and beginning September 8, 2026, working one day per week in office is expected. Beginning February 1, 2027, two days per week in the office will be expected
• If the candidate selected lives outsidea 20-mile radius the Denver of the office, they will be classified as a fully remote employee and in-person onsite visits to the Denver headquarters will be required on average three times per year
• We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process
• Bachelor's Degree preferred

Qualifications

Must Haves

• 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)
• Ability to communicate in a professional manner with sophisticated clientele
• Ability to work collaboratively and build relationships across the organization
• Ability to work in a fast-paced environment, juggling multiple priorities
• Will need to work occasional evenings and weekends
• This position is either hybrid out of our Denver, CO office or a fully remote position within the Continental United States
• If the candidate selected lives within a 20-mile radius of our downtown Denver office, they will be classified as a hybrid employee and beginning September 8, 2026, working one day per week in office is expected. Beginning February 1, 2027, two days per week in the office will be expected
• If the candidate selected lives outsidea 20-mile radius the Denver of the office, they will be classified as a fully remote employee and in-person onsite visits to the Denver headquarters will be required on average three times per year
• We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process

Nice to Haves

• 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
• This position is either hybrid out of our Denver, CO office or a fully remote position within the Continental United States.