SRS Acquiom

Attorney

• Work on deals for which SRS Acquiom provides shareholder representative or financial services
• Coordinate with SRS Acquiom staff, clients, and client counsel
• Review, negotiate, and finalize deal documents in accordance with approved procedures
• Shepherd deals through closing
• Provide support to Business Development Representatives, Relationship Managers, Relationship Associates, and other staff
• Facilitate escalations to the Managing Director, General Counsel, Operations, and Product
• Manage a pro rata share of deals
• Review acquisition agreements, engagement letters, escrow agreements, paying agent agreements, non-disclosure agreements, and related transactional agreements
• Maintain expertise in M&A market terms and SRS Acquiom procedures
• Assist with maintaining and updating intake procedures and training new intake attorneys
• Perform other duties as assigned

Associate Attorney, Deal Intake

Analyst

• Process Letters of Transmittal and other legal documentation submitted via mail and email
• Complete data entry within required SLAs and maintain system-of-record integrity
• Interact with security holders by phone and email regarding account-packet deficiencies
• Create payment files to meet daily payment deadlines
• Process returned payments and stop-check requests
• Take ownership of individual transactions and answer questions from security holders and coworkers
• Track document-retention requirements and implement compliant disposal procedures under FINRA standards
• Identify and implement process improvements to enhance customer experience, exceed SLAs, and improve efficiency
• Maintain a flexible schedule based on deal speed and client needs, including occasional evening or weekend hours
• Rotate into daily payment processing, including submitting payment files to bank partners and researching returned or delayed payments

Payments Analyst

Product Designer

• Design user flows, wireframes, prototypes, and high-fidelity UI for product features and enhancements
• Collaborate with senior product designers, product managers, and engineers to understand user needs, business goals, and technical constraints
• Apply design system standards to delivery-ready designs and contribute new components or refine existing patterns
• Use AI-assisted tools to explore ideas, speed up design workflow tasks, and improve design quality while applying sound UX judgment
• Participate in design reviews, stakeholder conversations, usability testing, and user feedback sessions
• Prepare organized design files, notes, and handoff materials for Engineering
• Iterate based on feedback from users, stakeholders, engineers, and other designers
• Generate and explore multiple concepts
• Build knowledge of products, users, workflows, and business over time

Associate Product Designer

User Researcher

• Partner with Product, Design, Operations, and cross-functional stakeholders to identify and prioritize research opportunities
• Plan and conduct user interviews, usability tests, concept evaluations, surveys, and other research methods
• Define research goals, participant criteria, and study plans; write screeners and discussion guides
• Work with designers to develop concepts, prototypes, and other materials needed for research
• Coordinate participant recruitment and scheduling with internal teams and external research vendors
• Synthesize qualitative and quantitative findings into actionable insights and recommendations
• Communicate research findings through readouts, reports, journey maps, workflow maps, and other artifacts
• Establish repeatable research practices, templates, and standards that improve research quality and consistency
• Maintain a reusable research repository so insights can be shared and applied across teams
• Conduct end-to-end research on complex client and internal workflows to improve digital experiences

UX Researcher

Operations

• Receive, validate, and route individual tax documents appropriately
• Identify shareholder payments requiring additional withholding or reporting instruction before payment
• Validate deal-level tax reporting data throughout the year to accurately generate year-end tax forms
• Interpret data from multiple sources to identify and resolve discrepancies
• Identify and implement process improvements to enhance customer experience, exceed SLAs, and improve departmental efficiency
• Fulfill unique client requirements and track items as needed
• Participate in planning long- and short-term departmental objectives
• Perform other duties as assigned

Associate Attorney, Deal Intake

Payments Analyst

Associate Product Designer

UX Researcher

Tax Operations Analyst