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M&A Relationship Associate

3 weeks ago
United States
Full-time
Mid Level
Account Manager
Customer and Technical Support
NetSuite
Apply Now
SRS Acquiom

SRS Acquiom

SRS Acquiom provides smarter solutions for M&A and loan transactions, reducing administrative burdens and maximizing value for deal parties worldwide.

Capital Markets
51-250
Founded 2007
View All Jobs 4

Description

  • Coordinate with operations and payments teams to solicit and distribute proceeds to shareholders.
  • Request, review, and forward payment spreadsheets to internal operations.
  • Review and finalize Letters of Transmittal and other solicitation documents for procedural compliance.
  • Update deal details and load executed governing documents into the internal database.
  • Respond to inquiries from corporate principals, buy- and sell-side counsel, and major shareholders.
  • Track pending and closed transactions and confirm deal documents are properly accounted for.
  • Serve as the primary contact and bridge between deal parties, Relationship Managers, and internal teams.
  • Occasionally accompany the sales team or Relationship Manager on client meetings.

Requirements

  • 3–5 years of experience; M&A, banking, or finance experience is helpful.
  • Bachelor’s degree preferred, or an equivalent combination of education, training, and experience.
  • Strong customer service and written communication skills.
  • Ability to learn payment processes, including know-your-customer requirements and ACH/wire procedures.
  • Knowledge of, or ability to quickly learn, the fundamentals of M&A transactions.
  • Ability to work collaboratively and perform administrative support activities.
  • Ability to project-manage and prioritize multiple time-sensitive tasks.
  • NetSuite experience is highly preferred but not required.
  • Self-motivated, detail-oriented, intellectually curious, receptive to feedback, and able to explain complex ideas clearly.
  • Availability during standard business hours, with occasional nights, weekends, and off-hours email checks; must be authorized to work in the U.S. without current or future visa sponsorship.

Benefits

  • $70,000–$80,000 salary range, depending on experience.
  • Hybrid work from the Denver, Colorado office or fully remote work within the Continental United States.
  • Medical, dental, and vision coverage beginning on day one.
  • 401(k) with a 4% company match.
  • Discretionary time off.
  • Employer-paid life insurance with optional supplemental coverage.
  • Employee Assistance Program, fitness credit, discounted pet insurance, and pre-tax dependent-care, transportation, and flexible-spending plans.

Interested in this position?

Apply directly on the company website

Apply Now

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