Project Delivery Specialist-Investor Servicing ...

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Investor Servicing 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 + Supports end-to-end investor servicing across private equity, hedge funds, real estate, and special situations strategies. Responsibilities include client onboarding, broker-dealer support, intaking and responding to ongoing investor information requests, escalation management, and fund document oversight. The ideal candidate brings alternatives fund administration experience, strong knowledge of private fund mechanics and lifecycle functions, and a proven ability to drive process improvements, manage internal and external relationships, and deliver exceptional client service. Here are the specific responsibilities for this role: + Oversee daily investor and internal inquiry escalations, ensuring timely and accurate resolution + Partner cross-functionally with sales, tax, legal, accounting, and fund administration teams globally to manage client onboarding, side letter negotiations, fund launches, and co-invest activities + Lead the annual budgeting cycles and run rate revenue analysis to ensure funds' financial viability. + Act as primary contact for U.S. broker-dealers, responding to inquiries from home offices and financial advisors while providing ad hoc and quarterly reporting + Support technology transformation and automation initiatives to improve operational efficiency and enhance investor experience + Review outgoing investor correspondence and oversee cash flow reporting to support portfolio management teams + Manage fund document repositories, including PPMs, LPAs, and subscription agreements + Build and maintain strong relationships with internal and external stakeholders + Deliver high-quality work products while identifying opportunities for ongoing process improvement 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 Regulatory, Risk, & Forensic Operate offering supports clients by delivering Operate services spanning the Regulatory, Risk & Forensic portfolio. We

Created: 2026-03-16