Fulfillment Analyst

About SRS Acquiom SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction - supporting over 11,500 deals worth more than $2.1 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 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 fully remote within the Continental United States. 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, d