Fulfillment Analyst

About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional holder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We’re equally committed to building careers as we are to building solutions. 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 dealt with by those privy to it. The review of completed packets for compliance with deal requirements and ultimately the release of equity consideration to holders. 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 either hybrid out of our Denver, CO office or a fully remote position within the Continental United States. If the candidate selected lives within a 20-mile radius of our downtown Denver office, they will be classified as a hybrid employee and beginning September 8, 2026, working one day per week in office is expected. Beginning February 1, 2027, two days per week in office will be expected. If the candidate selected lives outside a 20-mile radius of the Denver office, they will be classified as a fully remote employee and in-person onsite visits to the Denver headquarters will be required on average three times per year. 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