Fulfillment Analyst

SRS Acquiom

Fulfillment Analyst at SRS Acquiom managing confidential information dissemination for M&A transactions. Ensures compliance, data handling, and communication with clients seamlessly.

Posted 5/28/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $65,000 - $73,000 per yearWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SQLdata import instructionscapitalization tablesdocument templatesreconciliationmass solicitation announcementsstatus reportsprocessing methodsJSON objectspipeline management

Soft Skills

project managementdetail-orienteddiscretioncommunication skillsability to handle multiple transactionsteamworkautonomyadaptabilitycustomer experience enhancementprocess improvement