Elevate Your Gain
Fulfillment Analyst
Location
United States
Posted
9 days ago
Salary
$65K - $73K / year
Seniority
Mid Level
Job Description
Fulfillment Analyst
SRS Acquiom
• 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
Job Requirements
- Strong project management, detail-oriented, discretion, and excellent communication skills will be essential in this role, as confidential, sensitive communications are broadly distributed to sophisticated investors
- Strong communication skills, both written and verbal, are critical to ensure that communication is not misinterpreted.
- Should be able to work in a fast-paced environment with shifting priorities, be able to handle multiple transactions at one time, and should have the ability to work both as a teammate within the operations group and with a high level of autonomy on individual projects
- 2-5 years of related business experience in operations or production services, preferably in the financial services industry
- Proficient with Microsoft Office Products (Excel, Word, PowerPoint)
- Bachelor’s Degree preferred.
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
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