Onboarding Associate

SRS Acquiom

. Oversee all functions related to onboarding new M&A transactions .

Posted 10/22/2026full-timeDenver • Colorado • United StatesJuniorMid-Level💰 $31 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in M&A transaction onboarding, client communication, and analytical reporting. Proficient in managing multiple tasks with strong attention to detail in a fast-paced financial environment.

Highest-signal resume keywords

M&A Transaction OnboardingClient CommunicationAnalytical ReportingMicrosoft Office Advanced KnowledgeAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

M&A Documentation CollectionWire Callback VerificationTransaction TrackingAgreement ExecutionReconciliation Completion

Soft Skills

Excellent Written CommunicationExcellent Oral CommunicationOrganizational SkillsProblem-SolvingTeam Collaboration

Tools & Technologies

Microsoft ExcelMicrosoft WordNetSuite

Industry Keywords

Financial Industry ExperiencePost-Closing Follow-UpsConfidentialityDeadline ManagementClient Support

About the role

Key responsibilities & impact

Oversee all functions related to onboarding new M&A transactions
Develop and maintain processes related to client communication and support
Act as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product
Communicate with sell- or buy-side M&A attorneys regarding post-closing follow-ups for internal groups
Perform wire callback verification for SRS Acquiom products
Track pending and closed transactions
Assist with executing agreements
Collect M&A documents and materials and upload them into the system of record
Collect fees and funding from the closing of M&A transactions
Respond to client questions regarding accounts and post-close issues
Facilitate special projects related to onboarding M&A deals
Assist internal teams with closing and closed deal-related tasks
Complete reconciliations by reviewing the system of record and comparing it with reporting
Compile, analyze, and send reports to senior leadership
Collaborate with internal groups to ensure fees and wires are routed appropriately
Perform other administrative or project-related duties as assigned
Field complex analytical questions across business lines and document findings in the internal database

Requirements

What you’ll need

2-3 years of experience in the financial industry
Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
Excellent written and oral communication skills, including conveying complex aspects of a deal to M&A Attorneys
Experience prioritizing multiple tasks requiring high attention to detail in a fast-paced office environment
Working to advanced knowledge of Microsoft Office (Excel, Word) is required
NetSuite experience is an added benefit, but not required
Ability to work within deadlines and complete work in a timely manner
Ability to take ownership of issues and follow through to resolution
Ability to work independently or as part of a team
Strong attention to detail
Strong analytical and organizational skills
Ability to manage multiple time-sensitive tasks in a challenging, fast-paced, deadline-driven, and fluid environment
Ability to maintain confidentiality and integrity
Ability to work standard working hours in Mountain Time, regardless of location
Ability to work irregular hours, such as nights/weekends or after hours, may be required
Ability to travel to the corporate office in Denver, Colorado
Must be able to operate standard office productivity machinery and equipment, including a phone, computer/laptop, mouse, and keyboard
Must be legally authorized to work in the United States without current or future visa sponsorship

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
Hybrid or fully remote work arrangement depending on location
Onsite visits to Denver headquarters approximately three times per year for fully remote employees