Operations Analyst - M&A Transaction Services
Core
Supporting the full lifecycle of M&A transactions from initial enquiry through account opening, KYC, 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/onboarding cases, and operational workflows for the M&A team.
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, 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, Risk); Producing basic reporting on pipeline and progress; Assisting with post-completion administration and reconciliation.
Seniority
Entry-level / Early career