Deal and Funds & Alternatives Paralegal Support Associate Analyst

About the Role

Deloitte is offering an opportunity within its Project Delivery Talent Model (PTM), a model tailored for long-term, onsite client service delivery.

Key Responsibilities

• Oversee and deliver comprehensive paralegal and legal operations support across deal, fund, and alternatives workflows.
• Manage end-to-end document execution, transaction and regulatory coordination, matter management, and audit-ready recordkeeping.
• Serve as the primary point of accountability for workflow governance, quality control, tracking, and stakeholder coordination.
• Oversee intake, triage, and processing of deal, fund, and alternatives requests, ensuring accurate scoping, prioritization, and routing.
• Manage document execution intake and approval coordination.
• Supervise operational request handling, including officer and authorized person updates, service-of-process notices, internal audit requests, and NDA data disposition requests.
• Ensure administrative and clerical quality control reviews are performed to confirm accuracy of entities, signatories, and documentation requirements.
• Coordinate audit requests, maintain audit-ready documentation, and support internal and external audit processes.
• Maintain and oversee trackers covering deals, consultants, financial advisors, forbearance agreements, intermediary agreements, board seats, proxy powers of attorney, and joint transactions.
• Act as the primary coordination point with internal legal teams, compliance, finance, investment professionals, custodians, outside counsel, and vendors.

The Team

• Deloitte's Regulatory, Risk & Forensic team helps client leaders translate risk and regulatory environments into actions that strengthen, protect, and transform their organization.
• The Enterprise Operations & Risk offering enables clients to achieve profitable growth and competitive advantage by optimizing "heart of the business" operations.

Requirements & Tech Stack

• 1+ years' experience managing paralegal, legal operations, or transaction support functions across complex deal, fund, or alternatives environments.
• Working knowledge of document execution workflows, approval governance, regulatory coordination, and records management requirements.
• Notary License is required.
• Experience coordinating with cross-functional stakeholders, including legal, compliance, finance, investment teams, custodians, and external counsel.
• Experience conducting research using a Bloomberg terminal.
• 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.

Qualifications

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

Preferred Qualifications

• 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.