Fulfillment Analyst

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

Location: This position is either hybrid out of our Denver, CO office or a fully remote position within the Continental United States.

If the candidate selected lives within a 20-mile radius of our downtown Denver office, they will be classified as a hybrid employee and beginning September 8, 2026, working one day per week in office is expected. Beginning February 1, 2027, two days per week in office will be expected.

If the candidate selected lives outside a 20-mile radius the Denver of the office, they will be classified as a fully remote employee and in-person onsite visits to the Denver headquarters will be required on average three times per year.

Compensation: The salary range for this position is between $65k and $73k, depending on experience level.

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

Availability to work a non-traditional work-week if needed

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

** 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. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

If you apply for a role with us, we may collect and process recruiting-related information through our applicant tracking system, including your resume/CV, work history, education, references, communications, and recruiting-related metadata. For US candidates, we may also use tools within our applicant tracking system to help detect potentially fraudulent or spam applications by analyzing limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag suspicious patterns for human review. US candidates at certain stages of the recruiting process may be required to complete identity verification through CLEAR. In that process, candidates provide information directly to CLEAR, including biometric data, such a facial and iris scans, as well as government-issued identification. CLEAR acts as an independent controller for the information it collects during verification. We receive only limited identity verification results/status and certain cross-reference fields (such as name, email, phone number, and IP address) within our applicant tracking system, and we do not receive or store government ID images, images, or biometric data from CLEAR. For information on how CLEAR collects, retains, and destroys biometric data, please visit: https://www.clearme.com/clear1-credential-policy-crp