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Deloitte
Investment Management Agreement Review Analyst
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Job Description
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:
- 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.