Fulfillment Analyst

About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We’re equally committed to building careers as we are to building solutions. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. A few benefits our employees enjoy 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 Position Summary This role is responsible for the dissemination of confidential, legally required information, making certain that information is relayed timely and accurately, and is distributed according to individual deal guidelines to ensure certain information is only shared with those privy to it. The review of completed packets for compliance with deal requirements and ultimately the release of equity consideration to shareholders. The purpose of this position is to assist our external clients with soliciting the entire security holder base for a proposed transaction, including the required deal disclosures and consents, leading up to the eventual closing and payout of M&A transactions. This role reports to the Fulfillment Managers Location: 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 office will be expected. If the candidate selected lives outside a 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. Compensation: The salary range for this position is between $65k and $73k, depending on experience level. Primary 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 Required Qualifications & 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) Bachelor’s Degree preferred Physical Requirements/Special Demands Availability to work a non-traditional work-week if needed 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 ** 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. ** Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy . If you apply for a role with us, we may collect and process recruiting-related information through our applicant tracking system, including your resume/CV, work history, education, references, communications, and recruiting-related metadata. For US candidates, we may also use tools within our applicant tracking system to help detect potentially fraudulent or spam applications by analyzing limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag suspicious patterns for human review. US candidates at certain stages of the recruiting process may be required to complete identity verification through CLEAR. In that process, candidates provide information directly to CLEAR, including biometric data, such a facial and iris scans, as well as government-issued identification. CLEAR acts as an independent controller for the information it collects during verification. We receive only limited identity verification results/status and certain cross-reference fields (such as name, email, phone number, and IP address) within our applicant tracking system, and we do not receive or store government ID images, images, or biometric data from CLEAR. For information on how CLEAR collects, retains, and destroys biometric data, please visit: https://www.clearme.com/clear1-credential-policy-crp 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.