Legal Operations; Investment Management Agreement ...

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

Created: 2026-03-06