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Shareholder Representative Jobs (NOW HIRING)

BNY

Shareholder Services Representative

Lake Mary, FL · On-site

Shareholder Services Representative I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of ...

BNY

Shareholder Services Representative

Lake Mary, FL · On-site

SHAREHOLDER SERVICES REPRESENTATIVE I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of ...

SRS Acquiom

Compliance Analyst

$80K - $90K/yr

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 ...

Lazard, Inc.

Analyst - Shareholder Advisory

Manhattan, NY · On-site

$120K - $125K/yr

These include analyzing shareholder bases and investing protocols across sectors, supporting ... Representation at Lazard Lazard is an intellectual capital business committed to delivering the ...

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$24.5K

$44.2K

$77K

How much do shareholder representative jobs pay per year?

As of Jul 2, 2026, the average yearly pay for shareholder representative in the United States is $44,219.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $43,000.00 per year, depending on experience, location, and employer.

What are Shareholder Representatives?

Shareholder Representatives are individuals or entities appointed to act on behalf of shareholders, often during mergers, acquisitions, or other significant corporate transactions. Their primary role is to represent the interests of shareholders, communicate with buyers, manage post-closing matters, and handle any claims or disputes that arise after the transaction. Shareholder Representatives ensure that shareholders' rights are protected and that the terms of the transaction are properly enforced. They may also distribute proceeds, respond to indemnification claims, and oversee escrow accounts as needed.

What are the key skills and qualifications needed to thrive as a Shareholder Representative, and why are they important?

To thrive as a Shareholder Representative, you need a strong background in finance, business administration, and corporate governance, often supported by a relevant degree or experience in legal or financial roles. Familiarity with shareholder management software, compliance systems, and corporate reporting tools is typically required. Excellent negotiation, interpersonal, and communication skills help build trust and effectively manage relationships with shareholders and corporate stakeholders. These skills ensure the accurate representation of shareholder interests, compliance with regulations, and smooth facilitation of corporate actions and communications.

What is the difference between Shareholder Representative vs Proxy Agent?

AspectShareholder RepresentativeProxy Agent
CredentialsTypically requires knowledge of corporate governance, legal compliance, and sometimes certifications in securities or corporate lawUsually requires understanding of proxy procedures, legal documentation, and communication skills
Work EnvironmentWorks closely with shareholders, legal teams, and corporate boards, often in office settings or during shareholder meetingsOperates mainly in legal or corporate settings, handling proxy forms and communication between shareholders and companies
Employer & Industry UsageUsed by corporations, law firms, and shareholder services firms during shareholder meetings and legal proceedingsEmployed by corporations, law firms, and proxy service providers to facilitate voting and shareholder communication

While both roles involve shareholder communication, a Shareholder Representative actively advocates for shareholders' interests and may participate in legal or corporate governance matters. A Proxy Agent primarily manages proxy voting processes and documentation. Understanding these distinctions helps clarify their specific functions within corporate governance.

How does a Shareholder Representative typically collaborate with legal and financial teams during mergers and acquisitions?

A Shareholder Representative often works closely with legal and financial teams to ensure that the interests of shareholders are protected during mergers and acquisitions. This collaboration includes reviewing transaction documents, negotiating contract terms, and overseeing the post-closing process to address any claims or issues that arise. By acting as the main point of contact between shareholders and the acquiring company, the Shareholder Representative ensures clear communication, facilitates decision-making, and helps resolve disputes efficiently, making teamwork and coordination with these departments essential.
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What job categories do people searching Shareholder Representative jobs look for? The top searched job categories for Shareholder Representative jobs are:
Shareholder Representative jobs near you
Infographic showing various Shareholder Representative job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 95% Physical, 3% Hybrid, and 2% Remote job distribution, with an average salary of $44,219 per year, or $21.3 per hour.
Shareholder Representative Imports Analyst

Shareholder Representative Imports Analyst

SRS Acquiom

Denver, CO • On-site, Remote

$65K - $72K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 28 days ago

Job description

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 currently searching for a Shareholder Representative Imports Analyst who will be responsible for interpreting complicated post-closing payments allocation spreadsheets, creating guidelines, and manipulating data for import into the system of record. This function will drive the creation of standard procedures and perform the duties outlined below. Specific functional responsibility includes interpreting complex spreadsheets and analyzing the same against merger and agreement documentation, ensuring that all data imported to the system of record matches the source documents for each deal and that VIP holders receive confirmation.
Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.
Compensation: The salary range for this position is between $65k and $72k, depending on experience level.
Primary Responsibilities
  • Interpret and audit post-closing allocation spreadsheets, create guidelines for interpretation of data, and manipulate data for import to the system of record
  • Manage multiple Shareholder Representative deals and track each deal through its phases, monitor progress, and keep everything moving forward.
  • Import and export files for use in the system of record (NetSuite)
  • Confirming that the data is imported accurately for reporting to shareholders
  • Work with other teams to ensure the data received meets all requirements for import into the system of record
  • Ensure Operations manuals and guidelines are updated and stay up to date so they can be relied upon for business continuation situations
  • Manage vendor relationships and respond to vendor and shareholder inquiries in accordance with our Customer Service standards
  • Complete recurring daily and weekly responsibilities on a rotation basis
  • Provide updates and information to clients and colleagues in writing and on calls

Required Qualifications & Skills
  • A bachelor's degree in business or a related field, or an equivalent combination of education, training, and experience
  • 2-3 years financial operations analyst
  • Advanced knowledge of Microsoft Excel and formula writing, and interpretation required; VBA experience a plus
  • Experience with sophisticated ERP systems and developing work streams and workarounds to accomplish the desired business task or requirement
  • Experience working within a cross-functional and cross-geographical environment
  • High awareness of operational risk, critical timelines, and of the complex nature of a financial operations environment, with an ability to work under pressure and to meet tight deadlines
  • Knowledge of the M&A process a plus
  • Proven ability to manage competing priorities with strong time management and organizational skills
  • Ability to work outside of business hours on an as-needed basis

Desired Characteristics
  • Self-motivated
  • Intellectually curious
  • Collaborative
  • Amiable
  • Operates with the highest integrity and attention to detail
  • Passionate about efficient, scalable business processes
  • Ability to prioritize and multitask across many projects

Physical Requirements/Special Demands
  • Must be available to work standard business hours, and occasional nights/weekends.
  • If Remote, travel to the Denver office may be necessary up to three times per year.

** 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.
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.

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