Talent.com
M&A Relationship Associate

M&A Relationship Associate

SRS AcquiomWashington, DC, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

M&A Relationship Associate

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 10,000 deals worth more than $1.7 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 :

SRS Acquiom is currently recruiting an experienced Relationship Associate to handle the pre-closing and post-closing administration of M&A escrow, payment, and pre-closing solicitation transactions. This individual will work directly with a Relationship Manager on transactions and will be required to interact with outside counsel, company principals, and internal partners (operations, compliance, legal, etc.) to onboard new escrow and payment administration appointments and administer the deals post-closing to ensure compliance with the governing documents. They will be the primary point of contact for all participants in the M&A escrow and payment transactions. Additionally, the Relationship Associate will have the primary role of acting as a bridge between the deal parties and our internal operations and payments teams to ensure that these groups are processing the deal correctly. The ideal candidate will be focused on providing an exceptional client experience, have good availability and a sense of urgency, be able to juggle various time-sensitive responsibilities, and be detail-oriented. This position can be fully remote from the US. The salary range for this position is between $70k - $77k, depending on level of experience.

Primary Responsibilities :

  • Coordinates internally with operations and payments departments to successfully solicit and distribute proceeds to shareholders.
  • Requests and reviews payment spreadsheets to ensure all relevant information is provided, and forwards the same to internal operations.
  • Reviews, comments on, and finalizes Letters of Transmittal and other solicitation documents to ensure they comply with operational procedures.
  • Updates deal specifics on the Agent's internal database.
  • Fields inquiries from corporate principals, buy / sell-side counsel, and major shareholders.
  • Confirms deal documents are appropriately accounted for and loaded into the internal database (request executed copies of the governing documents, etc.)
  • Responsible for tracking all pending and closed transactions.
  • Opportunity to accompany the sales team or the Relationship Manager on a sales meeting.
  • Required Qualifications & Skills :

  • Minimum 3-5 years of experience (M&A, banking, or finance helpful)
  • Bachelor's Degree preferred, or equivalent combination of education, training, and experience
  • Top-notch customer service and written communication skills
  • Ability to become a subject matter expert in payment processes (e.g., know-your-customer requirements, ACH / wire payment process, etc.)
  • Knowledge or ability to quickly learn the basics of M&A transactions, and be open to coaching or teaching
  • Must be able to work within a group and handle the activities of an administrative assistant
  • Ability to project manage and juggle various time-sensitive tasks.
  • NetSuite experience highly preferred, but not required
  • Desired Characteristics :

  • Self-motivated
  • Intellectually curious, receptive to feedback, and teaching
  • Collaborative
  • Ability to explain complex ideas in a simplified manner
  • Attention to detail, even in a fast-paced environment
  • Ability to prioritize and multitask across many projects
  • Physical Requirements / Special Demands :

  • Must be available to work standard business hours, and occasional nights / weekends, including occasionally checking email during off hours.
  • This job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities 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.

    serp_jobs.job_alerts.create_a_job

    Relationship Associate • Washington, DC, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Client Relationship Manager

    Client Relationship Manager

    CognizantOwings Mills, MD, US
    serp_jobs.job_card.full_time
    Cognizant Technology Solutions is currently seeking a highly skilled Client Relationship Manager (Associate Director) who will be responsible for a growing payer client in the Northeastern United S...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Banker- Mount Airy

    Relationship Banker- Mount Airy

    TruistMount Airy, MD, US
    serp_jobs.job_card.full_time
    Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.Provides finan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Relationship Banker

    Senior Relationship Banker

    First National Bank of PennsylvaniaDundalk, MD, United States
    serp_jobs.job_card.full_time
    Make a difference - for us and for your future.This position is primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate, Brokerage

    Associate, Brokerage

    JLLFalls Church, VA, US
    serp_jobs.job_card.full_time
    JLL Empowers You To Shape A Brighter Way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Wealth Management Client Associate

    Wealth Management Client Associate

    Bank of AmericaCockeysville, MD, US
    serp_jobs.job_card.full_time
    Job Opportunity At Merrill Wealth Management.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Account Manager

    Associate Account Manager

    WebMDWashington, DC, US
    serp_jobs.job_card.full_time
    Medscape seeks an Associate Account Manager to support client satisfaction and program delivery for Medical Affairs accounts. This role partners with the primary relationship owner and manages proje...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Client Relations Associate

    Client Relations Associate

    Lanham PartnersHyattsville, MD, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    At Lanham Partners, we value our partnered clients and share their vision of growth.Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Automotive Sales Associate | Heritage II Owings Mills

    Automotive Sales Associate | Heritage II Owings Mills

    MileOneBaltimore, MD, US
    serp_jobs.job_card.full_time
    Heritage Owings Mills is NOW HIRING Sales Associates at all levels for our Chrysler, Dodge, Jeep, RAM, Hyundai, Genesis, and Toyota dealerships!. If you're passionate about cars, motivated to succee...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Relationship Banker or Senior Relationship Banker - Crosspointe

    Relationship Banker or Senior Relationship Banker - Crosspointe

    TruistFairfax Station, VA, US
    serp_jobs.job_card.full_time
    Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.Provides finan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Relationship Manager I - Business Banking

    Relationship Manager I - Business Banking

    PNCColumbia, MD, US
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Business Development Associate

    Business Development Associate

    DreamCrafters ManagementColumbia, MD, US
    serp_jobs.job_card.full_time
    Dreamcrafters Management is a business development and sales company that executes promotional campaigns to drive sales on behalf of our brand partners. Our partners rely on us to increase revenue, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate, Licensing- Title Management

    Associate, Licensing- Title Management

    Element Fleet CorporationBaltimore, MD, United States
    serp_jobs.job_card.full_time
    Get started on an exciting career at Element!.Element employees make a difference in the lives of others every day.We are re-defining the fleet management industry to be people first, then business...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Relations Associate

    Client Relations Associate

    DreamCrafters ManagementColumbia, MD, US
    serp_jobs.job_card.full_time
    Dreamcrafters Management Client Relations Associate.Here at Dreamcrafters Management, we pride ourselves on our ability to build lasting client relationships based on trust, transparency, and excep...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Investment Banking M&A Associate

    Investment Banking M&A Associate

    The McLean GroupMcLean, VA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Support senior bankers in building financial models to value potential clients, and researching and creating marketing pitch materials. Assist in active Merger & Acquisition transaction executio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Associate Director, Credit Underwriting Analytics

    Associate Director, Credit Underwriting Analytics

    OneMain FinancialBaltimore, MD, United States
    serp_jobs.job_card.part_time
    We are currently seeking an Associate Director, Credit Underwriting Analytics, to help lead our joint borrower installment loan business. In this critical role, the select individual will help grow ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate

    Associate

    ColliersColumbia, MD, US
    serp_jobs.job_card.full_time
    Make Your Next Move An Expert One.At Colliers it's not our success that sets us apart, it's how we achieve it.Our people are passionate, take ownership and always do what's right for our clients, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Luxury Sales Associate

    Luxury Sales Associate

    Brilliant EarthWashington, DC, US
    serp_jobs.job_card.full_time
    Luxury Sales Associate - Washington, D.Our Luxury Sales Associates provide an exceptional experience for every Brilliant Earth customer. As a Luxury Sales Associate you will guide the customer throu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Relationship Manager

    Relationship Manager

    Dominion Financial ServicesBaltimore, MD, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Dominion Financial Services (DFS) is a nationally recognized private lender dedicated to supporting real estate investors. With a focus on Short-Term Bridge Loans and Long-Term Rental Loans, D...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Associate eComPhone

    Sales Associate eComPhone

    CarDashCockeysville, MD, US
    serp_jobs.job_card.full_time
    AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the bes...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Flex Relationship Manager

    Flex Relationship Manager

    Capital OneFalls Church, VA, US
    serp_jobs.job_card.full_time +1
    Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic thinker strike a chord with you? Look no further. a Flex Relationship Manager Assoc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30