Onboarding Associate

Role overview Manage onboarding for new M&A transactions, coordinating information, documentation, and follow-up from closing through post-close support. The role serves as a key contact for onboarding questions and calls for careful handling of financial details, timely communication, and clear records.

Responsibilities - Respond to onboarding questions about shareholder representation services and coordinate with internal teams. - Follow up with buy-side and sell-side M&A attorneys after closing, including on questions that affect multiple groups. - Gather transaction documents and materials, upload them to the system of record, and help execute agreements. - Verify wire instructions by callback and coordinate collection of transaction fees and closing funds. - Track pending and completed transactions, address post-close account questions, and support onboarding projects. - Record findings and client communications accurately in internal systems.

Requirements - Two to three years of experience in the financial industry. - Strong written and verbal communication skills, including the ability to explain complex deal matters clearly and promptly. - Experience prioritizing detailed, time-sensitive work in a busy environment and meeting deadlines. - Working to advanced proficiency with Microsoft Excel and Word; strong analytical and organizational skills. - Ability to take ownership of issues, follow them through to resolution, and work independently or collaboratively as needed. - High standards of confidentiality, integrity, and attention to detail.

Nice to have - Bachelor’s degree, or equivalent education, training, and experience. - Familiarity with NetSuite. - Self-direction, curiosity, initiative, and a collaborative approach to learning new skills.

Benefits and work setup The position can be remote within the continental United States or hybrid near the Denver office, with work hours aligned to Mountain Time. Hybrid attendance is expected to increase from one to two days per week in 2027; remote employees should expect to visit the headquarters about three times yearly. Listed benefits include health, dental, and vision coverage, a retirement plan with employer match, discretionary time off, life insurance, employee assistance, pet insurance, fitness support, and pre-tax spending plans.