Talent.com
M&A Relationship Associate
M&A Relationship AssociateSRS Acquiom • Mcallen, TX, US
M&A Relationship Associate

M&A Relationship Associate

SRS Acquiom • Mcallen, TX, US
7 days ago
Job type
  • Full-time
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.

    Create a job alert for this search

    Relationship Associate • Mcallen, TX, US

    Related jobs
    Sales Associate

    Sales Associate

    Kenneth Brown Agency • Mcallen, TX, US
    Full-time
    Transform Your Career with Kenneth Brown Agency Sales Team.Join Kenneth Brown Agency and embark on a rewarding journey with our elite sales team. This remote opportunity offers flexibility, robust s...Show more
    Last updated: 23 days ago • Promoted
    Sales Associate

    Sales Associate

    PacSun • Mcallen, TX, US
    Part-time
    Pacsun is dedicated to delivering an exclusive collection of the most relevant brands and styles to a community of inspired youth. Through partnerships with brands such as adidas, Brandy Melville, E...Show more
    Last updated: 30+ days ago • Promoted
    Sales Associate

    Sales Associate

    Boot Barn • Mcallen, TX, US
    Full-time
    Our Sales Partners engage with customers and create an exceptional in-store experience.They embody Boot Barn's Mission, Vision and Values in their words and actions while demonstrating selling and ...Show more
    Last updated: 30+ days ago • Promoted
    Sales Associate

    Sales Associate

    Foot Locker • Mcallen, TX, US
    Full-time
    Overview You shop here all the time.So why not work here? As part of a team, your primary focus is to create a warm and friendly shopping environment by providing extreme customer service.You will ...Show more
    Last updated: 30+ days ago • Promoted
    Aerie - Brand Ambassador (Sales Associate)

    Aerie - Brand Ambassador (Sales Associate)

    American Eagle Outfitters • Mcallen, TX, US
    Full-time
    As a part-time Brand Ambassador, you bring our brand to life every day! Your goal is to provide everyone who comes in the store with an amazing shopping experience, making their day better than bef...Show more
    Last updated: 30+ days ago • Promoted
    Retail Sales Associate - 0593

    Retail Sales Associate - 0593

    First Cash, Inc. • La Joya, TX, US
    Full-time
    We are currently looking for the right .Full-Time Retail Sales Associate .We offer an easily achievable commission structure that pays you for every transaction you process! .Our retail sales assoc...Show more
    Last updated: 30+ days ago
    Associate Agent (Independent Contractor) - Dorchester, MA

    Associate Agent (Independent Contractor) - Dorchester, MA

    Redfin • Mcallen, TX, US
    Full-time
    Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money ...Show more
    Last updated: 7 days ago • Promoted
    Sales Associate

    Sales Associate

    Luxottica • Mcallen, TX, US
    Full-time
    We are a global leader in the design, manufacture, and distribution of ophthalmic lenses, frames, and sunglasses.We offer our industry stakeholders in over 150 countries access to a global platform...Show more
    Last updated: 30+ days ago • Promoted
    Sales Associate

    Sales Associate

    Torrid • McAllen (La Plaza Mall), TX, US
    Part-time
    At Torrid, we celebrate every shape, every size, and every curve of our customer.Our Torrid stores offer an exciting, one-of-a-kind, amazing experience for not just our customers, but our employees...Show more
    Last updated: 30+ days ago
    Wireless Services Sales Associate

    Wireless Services Sales Associate

    KEY Point Solutions, Inc. • McAllen, TX, US
    Full-time
    Quick Apply
    Wireless Services Sales Associate : .Where Technology, Talent, and Opportunity Meet Do you have a love for working with people, a passion for technology, and a drive to make connections?.As a Wireles...Show more
    Last updated: 30+ days ago
    Retail Sales Associate - 0358

    Retail Sales Associate - 0358

    First Cash, Inc. • McAllen, TX, US
    Full-time
    We are currently looking for the right .Full-Time Retail Sales Associate .We offer an easily achievable commission structure that pays you for every transaction you process! .Our retail sales assoc...Show more
    Last updated: 30+ days ago
    Sales-Business Development Associate, Remote, 98K - 121K, Growth Opportunities

    Sales-Business Development Associate, Remote, 98K - 121K, Growth Opportunities

    Keller Executive Search • Mcallen, TX, US
    Remote
    Full-time
    Sales Associate At Keller Executive Search.Passionate about closing deals and building relationships in the executive recruitment space? Step into the role of Sales Associate at Keller Executive Se...Show more
    Last updated: 20 days ago • Promoted
    Commerical Energy Sales Account Associate

    Commerical Energy Sales Account Associate

    Elite Path Marketing • Mission, TX, US
    Full-time
    Quick Apply
    We believe natural energy should empower businesses.That's why our company has joined forces with top industry leaders to deliver innovative and renewable energy services, keeping individuals and b...Show more
    Last updated: 17 days ago
    Renewable Energy Sales Associate

    Renewable Energy Sales Associate

    Elite Path Marketing • Mission, TX, US
    Full-time
    Quick Apply
    We proudly lead the Energy industry in the McAllen ,TX.Our company’s forward-thinking approach to drive and expand our services, foster meaningful customer connections, and reinforce our stea...Show more
    Last updated: 17 days ago
    Retail Sales Associate

    Retail Sales Associate

    Verizon • McAllen, TX, United States
    Full-time +1
    A place to share your ideas freely - even if they're daring or different.Where the true you can learn, grow, and thrive.At Verizon, we power and empower how people live, work and play by connecting...Show more
    Last updated: 30+ days ago • Promoted
    Sales Associate

    Sales Associate

    APTUS HEALTH CARE • McAllen, TX, US
    Part-time
    Quick Apply
    StretchLab is currently seeking a part-time high energy, passion filled and sales motivated individual that is fitness minded and has a love for community and our brand!. Founded in 2015 in Venice, ...Show more
    Last updated: 30+ days ago