Investment Management Agreement Review Analyst
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Investment Management Agreement Review Analyst, 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.
Recruiting for this role ends on 12/31/2026.
Work you'll do/Responsibilities
The Investment Management Agreement Review Analyst 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.
The responsibilities include:
The successful candidate would possess these skills:
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.
Qualifications
Required
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 $74,000-$88,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Recruiting for this role ends on 12/31/2026.
Work you'll do/Responsibilities
The Investment Management Agreement Review Analyst 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.
The responsibilities include:
- Support the intake and processing of Investment Management Agreement requests in accordance with established SOPs and escalation protocols.
- 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.
The successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to provide clear guidance to others
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.
Qualifications
Required
- 1+ 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, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; 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
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 $74,000-$88,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.