About SRS Acquiom
SRS Acquiom (SRSA) is a leading disruptor in the financial services technology space with a long track record of consistent growth, profitability, and innovation. Since the Company was founded in 2007, we have had a tremendous impact on how Mergers and Acquisitions (M&A) and Loan Agency transactions are completed globally. Today, SRS Acquiom offers a comprehensive suite of services that include virtual data rooms, escrow, payment administration, shareholder representation, and administrative and collateral agent. This world-class platform has become the go-to solution for many of the world’s largest and most successful companies as they manage and simplify complex transactions in the global M&A and Loan Agency markets.
In the 15 years since the Company was founded, SRSA has supported more than 7,900+ deals with $815B in aggregate value including high-profile transactions such as Coca Cola Corporation’s acquisition of Body Armor, Pfizer’s acquisition of ReViral Limited, and Intel’s acquisition of Granulate Cloud Solutions. In the same time, we’ve added a blue-chip private equity ownership base, and today they boast an impressive investor base, including Foundry, NorWest, Revolutions, and LMP.
We are looking for extraordinary people to help drive our continued success. If you are looking to join a growing, entrepreneurial environment in an established company, we want to hear from you!
A few benefits our employees enjoy
- Comprehensive benefit plans (medical/dental/vision) starting on day 1
- 401(k) with 4% matching
- Discretionary time off
- Discretionary bonus incentive
- Fitness credit
- Several pre-tax plans (dependent care, transportation, flexible spending)
- Transportation reimbursement for qualified positions
- Benefits reimbursement
Payments Analyst Position Summary
SRS Acquiom is currently searching for a Payments Analyst to join our Operations team. This individual will be responsible for processing security holder documents at multiple intervals in the life of an M&A transaction. Core responsibilities of this role include the processing of all mail related to security holder documentation, following up with holders regarding deficient items, data entry of personally identifiable information and the population and reconciliation of shareholder documents within a data room. In this role the analyst will rotate into the daily processing of payments to include creating payment files for submission to the bank partners and researching any returned or delayed payments.
Strong project management, detail oriented, discretion and excellent communications skills will be essential in this role, as interaction with sophisticated investors and handling of PII will be on-going. This person should be able to work in a fast-paced environment, 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.
This is a remote position based in Denver that requires one day per month in the office.
The salary range for this position is between $60,000 and $68,000, depending on level of experience.
Payments Analyst Primary Responsibilities
- Process Letters of Transmittal and other legal documentation submitted via mail and e-mail, complete data entry within the required SLA and maintain the integrity of the system of record
- Interact with security holders via phone and email regarding deficiencies following the review of account packets
- Create payment files to meet daily payments deadline
- Process returned payments and stop check requests
- Take ownership of individual transactions and act as the go-to for questions from security holders and co-workers alike
- Track document retention requirements and implement procedures for proper disposal to remain in compliance with FINRA standards
- Identify and implement process improvements to enhance the customer experience, exceed SLAs and improve efficiency
- Maintain and support a flexible schedule based on the speed of the deal and the needs of the client, this may include evening or weekend hours where needed
Payments Analyst Required Qualifications & Skills
- 2-5 years of related business experience in operations or production services, preferably in the financial services industry
- Ability to work collaboratively and build relationships across the organization
- Excellent interpersonal and presentation skills
- Self-motivated, self-starter with ability to work independently or as part of a team
- Strong attention to detail
- Proficient with Microsoft Office Products (Project, Excel, Word, PowerPoint)
- Availability to work in a non-traditional work-week
- Bachelor’s Degree preferred
Payments Analyst Desired Characteristics
- Positive attitude
- Collaborative
- Operates with highest integrity and attention to detail
- Self-motivated
- Ability to prioritize and multi-task
- High attention to detail, accuracy and thoroughness
Payments Analyst Physical Requirements/Special Demands
- Must be available to work standard business hours, and occasional nights/weekends.
- This is a remote position based in Denver that requires one day per month in the office.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without advanced notice.
With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.
