Deal and Funds & Alternatives Paralegal Support Associate Analyst

Deloitte • Costa Mesa, CA

11d • $66,200 - $85,000 • Onsite

About The Position

The Deal and Funds & Alternatives Paralegal Support Associate Analyst provides comprehensive paralegal and legal operations support across deal, fund, and alternatives workflows. The role manages end-to-end document execution, transaction and regulatory coordination, matter management, and audit-ready recordkeeping. It is accountable for workflow governance, quality control, tracking, and stakeholder coordination, ensuring work follows established policies, procedures, and job aids and takes place under appropriate legal supervision. The position is part of Deloitte’s Project Delivery Talent Model, tailored to long-term, onsite client service delivery.

Requirements

• At least 1 year of experience managing paralegal, legal operations, or transaction support functions in complex deal, fund, or alternatives environments.
• Working knowledge of document execution workflows, approval governance, regulatory coordination, and records management requirements.
• A 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 an average of 10%, potentially including overnight travel.
• Must live in Southern California to work onsite at a client site in the Newport Beach area.
• Bachelor’s degree, preferably in Finance, Business, Law, Criminal Justice, or a related field, or equivalent experience.
• Ability to work independently and collaboratively 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, dynamic environment.
• Strong interpersonal skills and professional demeanor.
• Ability to meet deadlines.

Nice To Haves

• Consulting experience and/or investment management industry experience.
• Analytical ability to manage multiple projects and prioritize tasks into manageable work products.
• Ability to operate independently or with minimal supervision.
• Excellent written and communication skills.
• Ability to deliver technical demonstrations.

Responsibilities

• Oversee intake, triage, and processing of deal, fund, and alternatives requests, including scoping, prioritization, and routing through established workflows.
• Manage document execution intake and approval coordination, including identifying applicable entities or funds and initiating required legal, finance, and business approvals.
• Oversee operational requests, 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 confirm the 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 for deals, consultants, financial advisors, forbearance agreements, intermediary agreements, board seats, proxy powers of attorney, and joint transactions.
• Serve as the primary coordination point with internal legal teams, compliance, finance, investment professionals, custodians, outside counsel, and vendors.

Benefits

• Broad range of employee benefits.
• Opportunities for professional development, including on-the-job learning, formal development programs, leadership opportunities, and mentorship.
• May be eligible to participate in a discretionary annual incentive program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level