SRS Acquiom

• Develop software solutions by understanding acceptance requirements, studying documentation and system workflows; investigating problem areas; following the software development lifecycle • Organize and lead collaborative team-driven solution design sessions • Mentor and support fellow team members • Collaborate with the Scrum Team and Product Owner to ensure complete and succinct acceptance criteria • Write effective and complete unit, acceptance, and integration tests • Support and develop software engineers by providing advice, coaching, and educational opportunities • Grow engineering teams by recruiting and participating in the interview process • Make informed software decisions and take ownership of services and applications at scale • Consistently thrives in a collaborative team environment • Be a persistent, creative problem solver • Stay on the leading edge of software engineering practices • Understand business needs and know how to create the tools to manage them • Protect the company by keeping information confidential

Role Description An exciting, new position - Associate, Thought Leadership - will serve as a core contributor to SRSA’s thought leadership program, supporting content creation, marketing operations, and business development across SRS Acquiom’s lines of business. This position sits within a collaborative Thought Leadership team and works in close coordination with: - Thought Leadership team - Subject matter experts throughout the company - Business Development and Marketing teams This Associate will be equally comfortable: - Drafting articles - Coordinating complex multi-stakeholder projects - Managing day-to-day operational logistics, such as providing administrative support for client-facing presentations This position reports to the Senior Director, Thought Leadership. Qualifications - Bachelor’s degree required; Juris Doctor or advanced degree in a relevant field preferred - At least 7 years of professional experience in legal practice, financial services, corporate environments, content development, or related fields - Demonstrated written and verbal communication skills, including experience drafting and editing professional content across a range of formats - Experience coordinating or managing projects across multiple teams or workstreams, with strong attention to deadlines and deliverables - Proficiency in Microsoft Office Suite; familiarity with AI and project management tools such as Copilot, Claude, ChatGPT, or Asana preferred - Strong organizational skills, exceptional attention to detail, and a deadline-driven work ethic - Ability to work independently and self-motivate in a dynamic, fast-paced environment with evolving priorities - Collaborative, team-oriented approach with strong professional interpersonal skills Requirements - Regular office hours - Participation in public speaking, panels, webinars, and client presentations - Up to 25% travel within the U.S. and occasional international travel - We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. Benefits - 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

• Support BD team to drive significant revenue with current and prospective clients in the M&A ecosystem • Manage and maintain the integrity of the Salesforce database • Develop tailored, high-value outreach and campaigns to key client segments, including M&A attorneys, VC and PE investors and corporate acquirers • Extract and analyze data from Salesforce.com or other systems of record for BD team • Coordinate (and attend, when appropriate) meetings and client events for the BD Team with M&A attorneys, VC and PE investors and corporate acquirers • Qualify leads generated through company website and marketing initiatives and work with BD team to manage targeted follow up • Assist in scheduling product demonstrations and client presentations and manage all follow-up • Identify trends in the data, suggest tactical approaches to improve current plans and take advantage of trends • Prepare and analyze account performance • Collaborate closely with peers to develop best practices • Contribute to team goals and work on special projects • Other duties as assigned

• Overseeing the daily workflows and operations of the Client Services team • Ensuring shareholders and internal team members have accurate, timely information • Delivering an exceptional client experience • Effectively handling and diffusing escalated issues • Building and maintaining rapport within and between teams that work directly with Client Support • Managing daily department functions and recommending ways to improve processes • Maintaining department training materials and Knowledge Bank • Interpreting complex excel spreadsheets and guidelines for accurate responses • Assisting in reporting and tracking Client Services Statistics • Actively participating in staff recruitment • Implementing performance reviews and coaching direct reports • Coordinating team schedule(s) and approving time off, timecards, and team expenses

• Manage the fulfillment processes for shareholder servicing communications, document collection/retention and reporting • Define, implement and monitor controls for the various fulfillment processes and update and review procedures where required • Participate in Business Development calls and trainings when needed to ensure that clients and BD understand system and procedural capabilities • Brainstorm solutions for complex client requests • Participate in and occasionally lead direct client discussions to design the best client experience related to unique deal requirements • Interpret complicated capitalization tables and financial models • Review and approve large-scale updates to the system of record • Identify and implement process improvements to enhance the customer experience, exceed SLAs, improve efficiency and mitigate risk • Back up for Payments Manager involving tying out funding against deal allocations and releasing payment files from the bank • Manage Payment Analyst team members who prepare the system of record, disburse deal communications, reconcile bank accounts and create payment files • Manage Support Analysts who organize and process documentation received outside of the online platform and handle the follow-up communication necessary to satisfy deal requirements

Role Description SRS Acquiom is seeking a client relations professional to join the Institutional Client Relations (ICR) team as a Relationship Associate. SRS Acquiom serves as the post-closing shareholders’ representative with respect to mergers/acquisitions of privately held companies in the United States and abroad. The Relationship Associate will be the primary administrative contact with key clients including venture capital and private equity investors, company founders, and top-level executives, throughout the deal’s life cycle. This position requires outstanding professional written and verbal communication skills. Location: This is either a fully remote role in the Continental U.S., or a hybrid position based in our Denver, CO office. If Remote, in-person visits to the Denver headquarters are required up to three times per year. Compensation: The salary range for this position is between $75k and $90k, depending on experience level. Primary Responsibilities - Convey complex M&A deal information in quick and concise manner - Keep clients apprised of post-closing events and milestones and facilitate contact with other professional teams at SRSA when appropriate - Investigate and respond to client requests by researching internal NetSuite database and deal documents including complex waterfall spreadsheets, and by communicating with internal teams - Administrative tasks including but not limited to arranging payment of invoices and disseminating certain reports and documentation - Liaison with other deal parties, legal counsel, and third-party advisors - Track status of significant number (>250) of M&A transactions during post-closing period - Provide timely and excellent customer service to clients to ensure all have an exceptional experience - Use judgement, interpretation and problem-solving to understand deal related information - Professionally communicate and collaborate with internal groups - Comprehend internal processes and procedures while maintaining internal controls - Perform other related duties as assigned or requested Qualifications - Bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) required - 2-5 years of work experience in finance, law, or bank operations - Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach - Confidence in working with professional, high-income clients based in the United States and abroad - Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts - Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently - Deadline-driven and highly organized with exceptional attention to detail - Proven problem-solving and analytical skills - Proven ability to collaborate with management and team members to align goals and complete all tasks - Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties Desired Characteristics - Exposure to the mergers and acquisitions (M&A) industry or related financial services - Experience in a fast-paced, client-facing position working with high-income individuals - Experience with NetSuite - Self-motivated - Intellectually curious - Collaborative - Amiable - Operates with highest integrity and attention to detail - Passionate about efficient, scalable business processes Physical Requirements/Special Demands - Must be available to work standard business hours, with occasional nights/weekends Benefits - 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

• Prepare daily, weekly, and monthly reconciliations for the Operations department across various financial institutions and currencies. • Reconcile transaction activity between bank statements and internal ledgers, identifying and resolving discrepancies in a timely manner. • Investigate reconciling items such as outstanding deposits, wires, ACH transactions, FX variances, bank fees, and timing differences. • Ensure reconciliations comply with internal controls, accounting policies, and audit requirements. • Maintain clear documentation and support for all reconciliations and adjustments. • Assist with month‑end and quarter‑end close, including preparation of journal entries related to cash and FX activity. • Identify opportunities to improve reconciliation processes, automation, and efficiency. • Support internal and external audits by providing reconciliation support and explanations. • Work with internal teams to ensure the data received meets all requirements and is reflected correctly in the system of record. • Manage bank relationships and respond to internal and external inquiries in accordance with our Customer Service standards. • Ensure Operations manuals and guidelines are updated and stay up to date so they can be relied upon for business continuation situations.

• Manage Client relationships and act as a single point of contact with Clients for the Shareholder Representative Services’ product post-closing. • Oversee and monitor an ongoing portfolio of post-closing distribution releases which include the process and delivery of cash and/or shares to target holders. • Perform in-depth review of various transactional agreements and legal contracts to determine the relevant legal information and complete thorough analysis to fully understand the post-closing contractual obligations. • Identify opportunities for cross-selling additional SRS Acquiom services. • Balance a large volume of email communication and pipeline. • Coordinate closely with internal teams to create accurate distribution waterfalls and ensure funds are released in a timely manner to the right parties. • Review and/or draft transactional instructions and/or any legal compliance documentation required to move funds. • Complete due diligence on post-closing M&A activities. • Communicate effectively and in a timely manner with external parties (C-Suite Executives, former CEOs, CFOs, Venture Capitalists, Major Shareholders, and M&A attorneys) to enforce and/or execute release of escrow funds or holdbacks pursuant to transactional agreements, as well as to provide status updates regarding the release of funds. • Serve as the primary internal and external contact point for release inquiries and contract interpretation requests. • Facilitate timely problem resolution to mitigate risk and prioritize action. • Accountable for the quality, accuracy, and timeliness of results. • Ensure quality service is consistently delivered to Clients. • Display and provide expertise in Compliance release matters. • Build and maintain strong client and inter-departmental relationships. • Help execute special projects as needed. • Deliver training as requested by Management. • Identify trends that could impact the release process. • Utilize critical thinking and strategies to provide viable solutions when issues arise. • Identify and provide in-depth follow-through to ensure any issues are resolved.

• Take ownership of two products and product delivery teams • Collaborate with teammates to ensure complete, succinct, and testable acceptance criteria. • Partner with the Product Owner/Manager to ensure alignment between Product and Engineering. • Accountable for hiring Engineers on the product delivery teams • Contribute effectively to the code base across the full stack and lead by example • Coach others to ensure high-quality and efficient delivery of business value. Align the Engineer’s career goals with the company's goals. • Evaluate the team to provide direct guidance on performance and potential. Provide technical leadership through mentorship, coaching, and assistance. • Lead the continuous improvement of Engineering practices • Align team decisions with Enterprise Architecture Principals and Department goals • Stay on the leading edge of software engineering practices and technologies, while building a collaborative learning culture. • Strives to drive a positive user experience • Able to work through and solve complex problems • Accountable for outcomes for the company, technology, and team.

• 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