Operations Analyst - M&A Transaction Services
Core
Supporting the full lifecycle of M&A transactions from initial enquiry through onboarding, completion, and post-transaction administration within the Payables line of business.
Role type
Operations Analyst (M&A Transaction Services)
Builds
Internal transaction records, KYC cases, and operational workflows for M&A deals.
Domain
Financial services / M&A / Payments
Deliverable
dashboards & analysis
Required skills
Salesforce management, KYC administration, account opening coordination, deal checklist management, internal stakeholder liaison, transaction documentation, pipeline reporting, process improvement
Preferred skills
M&A knowledge, KYC knowledge, payments knowledge, banking knowledge, escrow knowledge, Salesforce experience
Responsibilities
Managing and maintaining transaction records in Salesforce, creating and managing KYC and onboarding cases, coordinating new account opening requirements, maintaining deal checklists and monitoring deadlines, liaising with internal teams (Compliance, Legal, Operations, Risk, Payments), organizing and maintaining transaction documentation, tracking outstanding KYC information and dependencies, supporting preparation of internal transaction summaries, assisting with post-completion administration and reconciliation, producing basic reporting on pipeline and progress, helping improve operational workflows.
Seniority
Early career, hands-on IC