About SRS Acquiom

SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently.

Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services.

Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value.

We’re equally committed to building careers as we are to building solutions.If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk.

A few benefits our employees enjoy

Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
A 401(k) with a 4% company match to keep your future on track
Discretionary time off - take the time you need, when you need it
Employer‑paid life insurance, with the option to add extra coverage for peace of mind
Employee Assistance Programs for confidential support when life gets complicated
Discounted pet insurance (because furry family members count, too)
A fitness credit to back your health and wellness goals
Pre‑tax plans for dependent care, transportation, and flexible spending

Position Summary

SRS Acquiom is seeking a UX Researcher to conduct end-to-end research on complex client and internal workflows, turning findings into actionable insights that improve our digital experiences. You’ll also help establish repeatable practices, tools, and repositories that make research easier to run, more consistent, and scalable.

This position canbe located inDenver or can be fully remote though you may be expected to travel occasionally to our Denver headquarters.

Location: This position is either hybrid out of our Denver, CO office or a fully remote position from within the Contiguous 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 the office will be expected.

If the candidate selected lives outside a 20-mile radius the Denver 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: Thehiringsalary range for this position is between $120k - $135k, depending on level of experience.

Primary Responsibilities

•Partner with Product, Design, Operations, and cross-functional stakeholders to identify and prioritize research opportunities

•Plan and conduct user interviews, usability tests, concept evaluations, surveys, and other research methods

•Define research goals, participant criteria, and study plans; write screeners and discussion guides

•Workwith designers to develop concepts, prototypes, and other materials needed for research

•Coordinate participant recruitment and scheduling with internal teams and external research vendors

•Synthesize qualitative and quantitative findings into actionable insights and recommendations

•Communicate research findings clearly through readouts, reports, journey maps, workflow maps, and other artifacts

•Help establish repeatable research practices, templates, and standards that improve research quality and consistency

•Maintain a reusable research repository so insights can be shared and applied across teams

Required Qualifications & Skills

•5+ years of professional experience conducting UX research, product research, design research, or a closely related discipline

•Bachelor’s degree preferred, or equivalent combination of education, training and experience.

•Strong written and verbal communication skills, including the ability to synthesize complex information for different audiences

•Comfort working with ambiguity, complex workflows, and evolving business or product priorities

Desired Characteristics

•Intellectually curious

•Collaborative

•Self-starter

•Strong systems thinker

•Clear communicator

•Organized and detail-oriented

•Operates with the highest integrity

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

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About the company

SRS Acquiom provides an integrated platform of M&A and loan agency services, including diligence management, virtual data rooms, document management, signature collection, payment disbursement, escrow management, and private client portals, with securities products and payment services offered through Acquiom Financial LLC. Clients use a single system to manage deal documents, collect signatures, move payments, and handle escrow, supported by a team of M&A and loan‑agency professionals and an affiliated broker‑dealer for securities activities. The company differentiates itself by offering an end‑to‑end, single‑platform workflow and a long track record (since 2007), serving a large portion of the market with comprehensive capabilities. Its goal is to speed up complex financial deals, improve accuracy, and simplify deal management through technology and expert support for private equity, venture capital, and corporate clients.

Company Size

201-500

Company Stage

Series A

Total Funding

$6M

Headquarters

Denver, Colorado

Founded

2007

Get referred to SRS Acquiom

See people who can refer or advise you

Simplify's Take

What believers are saying

Lovell Minnick and Carlyle AlpInvest closed a continuation vehicle on January 21, 2026.
SRS Acquiom added Sallie Krawcheck and Philip Vasan on May 19, 2026.
The 2026 study analyzes 2,300-plus acquisitions closed from 2020 through 2025.

What critics are saying

Cleo Pay markets itself as a cheaper SRS Acquiom alternative for middle-market deals.
SRS Acquiom still depends on M&A and private-credit volumes for revenue.
Its 2019 PNC trade-secrets fight ended in settlement, signaling repeatable IP-pressure risk.

What makes SRS Acquiom unique

SRS Acquiom runs M&A, escrow, payments, and loan agency inside one workflow.
The 2026 Deal Terms Study covers 2,300-plus deals and $569 billion.
London and Amsterdam offices position SRS Acquiom for cross-border transaction administration.

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Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Life Insurance
Mental Health Support
Wellness Program
Pet Insurance

Growth & Insights and Company News

Headcount

6 month growth

1 year growth

2 year growth

FinanzNachrichten.de

Oct 8th, 2026

SRS Acquiom acquires Pantarai to expand loan solutions across private credit markets

SRS Acquiom has signed an agreement to acquire Pantarai, a provider of specialised loan solutions for broadly syndicated loans and private credit markets globally. The acquisition will enhance SRS Acquiom's loan service offerings by expanding beyond its Agency platform to include trade closing and loan technology. Following the acquisition, SRS Acquiom will create a new Loan Solutions business to extend its capabilities across complex loan transactions and technology innovation. Pantarai, founded by industry veterans, provides loan technology, loan closing services, and middle office solutions across primary and secondary broadly syndicated loans and private credit markets. The deal represents the latest expansion of SRS Acquiom's Loan Agency platform, whose senior professionals operate from offices in the United States and London.

Lovell Minnick

Sep 27th, 2026

Our News & Insights | Lovell Minnick Partners Announces Majority Investment in SRS Acquiom | Lovell Minnick

Positions SRS Acquiom for Continued Growth in M&A Settlement & Risk Management Services

SRS Acquiom

May 19th, 2026

SRS Acquiom welcomes Sallie Krawcheck and Philip Vasan to Board of Directors.

SRS Acquiom welcomes Sallie Krawcheck and Philip Vasan to Board of Directors. May 19, 2026 Veteran Financial Services Leaders Join Board as Independent Directors Supports Continued Global Growth and Platform Expansion DENVER-SRS Acquiom, which provides a comprehensive platform to help manage merger and acquisition transactions and bilateral and syndicated loan facilities, today announced that it has appointed two new independent directors, Sallie Krawcheck and Philip Vasan, to the company's Board of Directors. Ms. Krawcheck and Mr. Vasan are deeply tenured financial services professionals who bring decades of leadership experience across public and private markets and complex transaction environments. Ms. Krawcheck is a prominent financial executive and entrepreneur. She is the co-founder and former CEO of Ellevest, a digital-first investment platform for women. Previously, she held senior leadership roles across global financial institutions, including serving as CEO of Merrill Lynch Wealth Management, Smith Barney, U.S. Trust, the Citi Private Bank, and Sanford C. Bernstein. She also served as Chief Financial Officer of Citigroup. Earlier in her career, Ms. Krawcheck was a top-ranked equities research analyst covering the securities industry and is widely recognized for her leadership in financial services and advocacy for greater inclusion in investing. Mr. Vasan was a Managing Director at BlackRock, where he served in senior roles across the firm including as Head of BlackRock Hedge Funds, Global Co-Head of Fundamental Equities, Global Head of Lending, Liquidity and Financing and Head of Investments and Portfolio Solutions for U.S. Wealth Advisory. Prior to joining BlackRock, Mr. Vasan held global leadership positions at Credit Suisse, including CEO of Private Banking in the Americas, Head of Equity Derivatives, Head of Prime Services, and Head of Global Foreign Exchange. He also served as a visiting lecturer in Finance at the MIT Sloan School of Management and Adjunct Professor of Finance at the NYU Stern School of Business. "We are pleased to welcome Sallie and Phil to the SRS Acquiom Board," said Paul Koenig, CEO of SRS Acquiom. "Sallie brings deep experience in building and scaling financial and fintech businesses, while Phil brings global markets and investment expertise across asset classes and platforms. Their combined perspectives will support our continued growth and commitment to delivering best-in-class service to our M&A and loan agency clients." "I am happy to join SRS Acquiom's Board as the company continues to scale across North America and Europe," said Ms. Krawcheck. "I've spent my career focused on strengthening trust, transparency, and service in financial markets, and SRS Acquiom's role in simplifying complex deal processes directly supports those goals. I look forward to working alongside the rest of the Board and the broader leadership team to help guide the company's strategic direction in the years ahead." "SRS Acquiom has established itself as a first mover with a differentiated platform supporting M&A and loan agency transactions and becoming a fundamental component of the broader industry," said Mr. Vasan. "The company's deep market expertise, technology-enabled solutions, and focus on execution and client service position it to meet growing global demand for independent M&A and loan agency services. I'm excited to join an experienced group of directors as the company continues to grow on a global scale." The additions to SRS Acquiom's Board build on a pivotal period of growth for the Company, following the expansion of its M&A and Loan Agency services into Europe. Today, SRS Acquiom has more than 350 professionals across offices in the United States, London, and Amsterdam. About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal(TM) with solutions that reduce the administrative burden throughout the entire deal lifecycle. Its services include paying and escrow agent services, online document solicitation and reporting, and professional shareholder representation. For loan and credit transactions, SRS Acquiom Inc. provide independent administrative, collateral, and sub-agent services. Since 2007, SRS Acquiom Inc. has helped sophisticated deal parties reduce administrative drag, so they can focus on what they do best. Alex jeffrey / gwyn hodges. SRSA Acquiom Contact Gasthalter & Co. [email protected] 212.257.4170

Royal Crescent Publishing Limited

Sep 3rd, 2024

US-based loan agency platform sets up in Europe

SRS Acquiom, the loan agency services platform, has expanded into Europe, setting up its regional headquarters in London.

SRS Acquiom

Sep 3rd, 2024

SRS Acquiom Continues International Expansion with Launch of Loan Agency in Europe

SRS Acquiom continues international expansion with launch of Loan Agency in Europe.

SRS Acquiom

UX Researcher

About the job

Position Summary

Primary Responsibilities

Required Qualifications & Skills

Desired Characteristics

** 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. **

About the company

Get referred to SRS Acquiom

Simplify's Take

What believers are saying

What critics are saying

What makes SRS Acquiom unique

Benefits

Growth & Insights and Company News

6 month growth

1 year growth

2 year growth

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.