Fulfillment Analyst

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 shared with those privy to it. The review of completed packets for compliance with deal requirements and ultimately the release of equity consideration to shareholders. 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

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 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

Required Qualifications & Skills

• 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

Physical Requirements/Special Demands

• Will need to work occasional evenings and weekends
• Ability to communicate in a professional manner with sophisticated clientele
• Ability to work collaboratively and build relationships across the organization
• Ability to work in a fast-paced environment, juggling multiple priorities

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.