Onboarding Associate

Summary

SRS Acquiom provides a platform and services for managing complex M&A and loan agency transactions. The Onboarding Associate oversees onboarding for new M&A transactions, supports client communication, handles analytical questions, and maintains related documentation and processes.

Responsibilities

• Act as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product
• Communicate effectively and in a timely manner with sell or buy-side M&A attorneys for post-closing follow-ups for various internal groups
• Perform wire callback verification for SRS Acquiom products
• Track all pending and closed transactions
• Assist with executing agreements
• Onboard new deals by collecting M&A documents and materials and uploading them into our system of record
• Responsible for collecting fees and funding from the closing of M&A transactions
• Timely response to questions from clients regarding accounts and other issues that arise post-close
• Facilitate special projects related to onboarding M&A deals
• Assist internal teams with closing/closed deal-related tasks as needed
• Complete full reconciliations by reviewing the system of record and compare to reporting to ensure no task is missed
• Compile, analyze and send report to Senior leadership
• Collaborate with internal groups to ensure fees and wires are routed appropriately
• Other administrative or project-related duties as assigned

Skills

• 2-3 years of experience in the financial industry
• Excellent written and oral communication skills with the ability to convey sometimes complex aspects of a deal toM&A Attorneys effectively and in a timely manner
• Previous experience prioritizing multiple tasks that require a high level of attention to detail in a fast-paced office environment
• Working to advanced knowledge of Microsoft Office (Excel, Word) is required
• Can work within deadlines and complete work in a timely manner
• Takes ownership of issues and follows through to resolution
• Can work independently or as part of a team, as the issue requires
• Strong attention to detail
• Strong analytical and organizational skills
• The ability to manage multiple time-sensitive tasks in a challenging, fast-paced, deadline-driven, and fluid environment
• Maintain a high level of confidentiality and integrity
• Self-motivated
• Intellectually curious
• Collaborative
• Ability to take initiative in learning and applying new skills
• Highly motivated self-starter with the ability to work collaboratively and independently Amiable
• Operates with the highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• Ability to prioritize and multitask across many projects
• Ability to work irregular hours, such as nights/weekends or after hours, may be required
• Work in a fast-paced environment
• Ability to travel to the corporate office in Denver, Colorado
• Must be able to operate standard office productivity machinery and equipment, including a phone, computer/laptop, mouse, and keyboard
• 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, or equivalent combination of education, training, and experience
• Bachelor's Degree preferred, or equivalent combination of education, training, and experience
• NetSuite experience would be an added benefit, but not required

Qualifications

Must Haves

• 2-3 years of experience in the financial industry
• Excellent written and oral communication skills with the ability to convey sometimes complex aspects of a deal toM&A Attorneys effectively and in a timely manner
• Previous experience prioritizing multiple tasks that require a high level of attention to detail in a fast-paced office environment
• Working to advanced knowledge of Microsoft Office (Excel, Word) is required
• Can work within deadlines and complete work in a timely manner
• Takes ownership of issues and follows through to resolution
• Can work independently or as part of a team, as the issue requires
• Strong attention to detail
• Strong analytical and organizational skills
• The ability to manage multiple time-sensitive tasks in a challenging, fast-paced, deadline-driven, and fluid environment
• Maintain a high level of confidentiality and integrity
• Self-motivated
• Intellectually curious
• Collaborative
• Ability to take initiative in learning and applying new skills
• Highly motivated self-starter with the ability to work collaboratively and independently Amiable
• Operates with the highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• Ability to prioritize and multitask across many projects
• Ability to work irregular hours, such as nights/weekends or after hours, may be required
• Work in a fast-paced environment
• Ability to travel to the corporate office in Denver, Colorado
• Must be able to operate standard office productivity machinery and equipment, including a phone, computer/laptop, mouse, and keyboard
• 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, or equivalent combination of education, training, and experience
• Bachelor's Degree preferred, or equivalent combination of education, training, and experience
• NetSuite experience would be an added benefit, but not required

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 from 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 outside a 20-mile radius the Denver 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.