Legal Operations; Investment Management Agreement Review Specialist

Position Summary

Legal Operations; Investment Management Agreement Review Specialist - Project Delivery Specialist - Regulatory, Risk & Forensic Operate

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Investment Management Agreement Review Specialist, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery.

Work you'll do/Responsibilities

• The Legal Operations; Investment Management Agreement Review Specialist provides dedicated administrative and operational support to Legal teams in the intake, drafting, review, negotiation, and execution of Investment Management Agreements (IMAs). This role supports the full agreement lifecycle by applying established Standard Operating Procedures (SOPs), coordinating with internal stakeholders and external counterparties, maintaining accurate documentation and trackers, and ensuring agreements progress efficiently from initiation through execution. The Specialist plays a critical role in enabling consistency, quality control, and transparency across the IMA review process.
• Support the intake and processing of Investment Management Agreement requests in accordance with established SOPs and escalation protocols.
• Prepare, review, and manage agreement drafts using approved templates or drafts provided by clients, following documented guidelines and supplemental instructions from Legal.
• Assist with the negotiation process by applying approved alternative positions and tracking changes in alignment with Legal guidance.
• Coordinate with internal stakeholders and external counterparties to facilitate timely review, feedback, and execution of IMAs.
• Perform administrative and operational tasks to support agreement drafting, negotiation, and execution, including document management and version control.
• Maintain accurate tracking of agreement status, volumes, and complexity, and support periodic reporting requirements.
• Ensure proper documentation retention and adherence to process controls throughout the agreement lifecycle.
• Provide operational insights and suggest process improvements based on workflow observations and data trends.
• Support quality control efforts by ensuring agreements meet established standards prior to Legal review and final execution.
• Assist with training, oversight, and ongoing process adherence for contract administration activities, as applicable.
• Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management
• Independently and collaboratively lead client engagement workstreams focused on improvement, optimization, and transformation of processes including implementing leading practice workflows, addressing deficits in quality, and driving operational outcomes

The Team

Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.

Our Enterprise Operations & Risk offering enables clients to achieve profitable growth and competitive advantage by optimizing "heart of the business" operations. We leverage deep domain expertise to extend enterprise resilience, agility, and remediation. Our professionals address client needs which span the organization and impact strategy, operations, performance, and reputation.

Qualifications

Required

• 4+ years experience in a legal operations, paralegal, contract administration, or agreement review role, preferably supporting investment management, financial services, or asset management organizations.
• Familiarity with Investment Management Agreements, legal document workflows, and SOP‑driven processes.
• Strong attention to detail with the ability to manage multiple agreements concurrently while meeting deadlines.
• Demonstrated ability to follow structured procedures, apply documented guidelines, and escalate issues appropriately.
• Effective written and verbal communication skills, with experience interacting with internal legal teams and external counterparties.
• Proficiency in document management systems, trackers, and reporting tools.
• Ability to identify process gaps, contribute to continuous improvement initiatives, and support SOP maintenance efforts.
• Bachelor's degree in Finance, Business, Law, Criminal Justice, or a related field or equivalent experience.
• Limited immigration sponsorship may be available
• Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred

• Consulting Experience
• Analytical ability to manage multiple projects and prioritize tasks into manageable work products
• Can operate independently or with minimum supervision
• Excellent written and communication skills
• Ability to deliver technical demonstrations

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $88,600 - $130,500.

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.

Recruiting tips

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Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Our purpose

Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.

Professional development

From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see https://www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers

Requisition code: 325857

Job ID 325857

Client-provided location(s): Milwaukee, WI, Atlanta, GA, Kansas City, MO, Columbus, OH, Houston, TX, Huntsville, AL, Boston, MA, San Antonio, TX, Fort Worth, TX, Omaha, NE, Birmingham, AL, Detroit, MI, Seattle, WA, Honolulu, HI, Indianapolis, IN, San Diego, CA, Pittsburgh, PA, San Francisco, CA, Philadelphia, PA, New York, NY, Portland, OR, Cleveland, OH, Charlotte, NC, Raleigh, NC, Sacramento, CA, Richmond, VA, Baltimore, MD, Minneapolis, MN, Washington, DC, Tampa, FL, Las Vegas, NV, Los Angeles, CA, Austin, TX, Grand Rapids, MI, Nashville, TN, Miami, FL, Dallas, TX, New Orleans, LA, Denver, CO, Chicago, IL, Memphis, TN, Des Moines, IA, Salt Lake City, UT, Boise, ID, Princeton, NJ, Colorado Springs, CO, Cincinnati, OH, Buffalo, NY, Jacksonville, FL, Hartford, CT, Louisville, KY, Tulsa, OK, Tallahassee, FL, Fresno, CA, San Jose, CA, Rock Island, IL, Midland, MI, Tempe, AZ, Wichita, KS, Bellevue, WA, Jersey City, NJ, McLean, VA, Lake Mary, FL, Playa Vista, CA, Arlington Heights, IL, Costa Mesa, CA, Hendersonville, TN, Dayton, OH, Chandler, AZ, East Lansing, MI, Monterey, CA, Boca Raton, FL, Mechanicsburg, PA, Jericho, NY, Darien, CT, Westlake, TX, Morristown, NJ, Rochester, MA

Job ID: Deloitte-325857

Employment Type: OTHER

Posted: 2026-03-04T19:13:32