Legal Operations Deal and Funds & Alternative Paralegal Support Specialist

Deal and Funds & Alternatives Paralegal Support Specialist -Project Delivery Specialist - Regulatory, Risk & Forensic Operate

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Deal and Funds & Alternatives Paralegal Support 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  

Provide end-to-end operational support to Legal for deal and fund transaction execution and select corporate governance processes by coordinating approvals (Legal/Business/Finance), validating execution mechanics, managing signatories, and maintaining complete executed records—while protecting MNPI and meeting time-sensitive transaction deadlines (often across time zones).

Document intake, review, and approvals

• Triage inbound execution requests; obtain required Legal/Finance/Business approvals based on deal/fund and document type; confirm alignment with internal policies and procedures.
• Perform document quality checks (e.g., discrepancies, signature blocks, correct entity names, signatory authority) and coordinate fixes with stakeholders.

Execution coordination (signatory management)

• Identify the correct signatory and obtain signatory approval to proceed; ensure signature blocks reflect the correct entity/fund capacity (e.g., agent/investment manager language where applicable).
• Execute documents via e-signature, apply internal approval “stamps” (legal/finance/business as required), and manage wet-ink/live signing and notarization when needed.

Deal transaction support

• Support execution of deal/transaction documentation (e.g., confirms, repos, rolls, deeds, note purchase agreements, facility agreements, fee letters, resolutions/direction letters, participation agreements, rep/satisfaction/undertaking letters).
• Operate effectively in a high-urgency environment (including cross-time-zone coverage), escalating to alternate signers/approvers as necessary to meet same-day/EOD expectations.

NDA / LOI / engagement letter execution (incl. cross-border nuances)

• Process NDAs and related schedules/letters; ensure approvals are complete and apply required stamps prior to returning executed documents.
• Coordinate LOIs/NBOs and engagement letters, ensuring legal/business/finance approvals are obtained before execution; manage exception handling (e.g., signature pages executed with approvals held “in escrow” when explicitly authorized).

MNPI-aware disbursement & controls

• Disburse fully executed documents with strict distribution controls to prevent inadvertent release of Material Non-Public Information (MNPI) and avoid compliance issues.

Records management / audit trail

• Maintain a document management tracking process from initiation through final executed/dated copies; ensure a complete, retrievable audit trail for compliance and future reference.

Governance support (as in-scope)

• Draft and maintain Investment Committee/Desk meeting minutes, capture key decisions, and support vote coordination/tallying when required.
• Provide KYC-related operational support (secure storage/handling of personal identifying materials; execution/fulfillment of KYC document requests as needed).

Specialty execution services (as needed)

Coordinate apostille/legalization workflows for executed/notarized documents, including vendor coordination and shipment tracking

• Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management