IMA Review Consultant

Risk, Compliance, and Governance | Financial Crime and Fraud

Costa Mesa, California, United States Position Summary

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Investment Management Agreement Review Consultant 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 Investment Management Agreement Review Consultant 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.

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

A 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

Required

3+ years experience in a legal operations, paralegal, contract administration, contract drafting, or agreement review role, preferably supporting investment management, financial services, or asset management organizations.

Demonstrated ability to follow structured procedures, apply documented guidelines, and escalate issues appropriately.

Proficiency in document management systems, trackers, and reporting tools.

Ability to identify process gaps, contribute to continuous improvement initiatives, and support SOP maintenance efforts.

Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve. This may include overnight travel. Must live in Southern CA to be on client site in Newport Beach area.

Bachelor's degree, preferably in Finance, Business, Law, Criminal Justice, or a related field; or equivalent experience

Limited immigration sponsorship may be available Preferred

Familiarity with Investment Management Agreements, legal document workflows, and/or SOP‑driven processes.

Consulting experience and/or Investment Management Industry 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

For individuals assigned and/or hired to work in California Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to California and 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. 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 $80,300 -$105,000.

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.

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.

Requisition code: 366664