Deal Onboarding Associate

Job Summary

A company is looking for a Deal Onboarding Associate.

Key Responsibilities

• Act as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product
• Onboard new deals by collecting M&A documents and materials and uploading them into the system of record
• Track all pending and closed transactions and assist with executing agreements

Required Qualifications

• 2-3 years of experience in the financial industry
• Bachelor's Degree preferred, or equivalent combination of education, training, and experience
• Working knowledge of Microsoft Office (Excel, Word); NetSuite experience is a plus
• Ability to manage multiple time-sensitive tasks in a fast-paced environment
• Strong analytical and organizational skills