Investment Management Agreement Review Analyst

Work You'll Do/Responsibilities

• Support the intake and processing of Investment Management Agreement requests in accordance with established SOPs and escalation protocols.
• Cook up coordination with internal stakeholders and external counterparties to facilitate timely review, feedback, and execution of IMAs.
• Operate as a go-to person for 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.

Qualifications

• 1+ years' experience in a legal operations, paralegal, contract administration, or agreement review role, preferably supporting investment management, financial services, or asset management organizations.
• Familiarity with Investment Management Agreements, legal document workflows, and SOP-driven processes.
• Strong attention to detail with the ability to manage multiple agreements concurrently while meeting deadlines.
• Demonstrated ability to follow structured procedures, apply documented guidelines, and escalate issues appropriately.
• Effective written and verbal communication skills, with experience interacting with internal legal teams and external counterparties.
• Proficiency in document management systems, trackers, and reporting tools.
• Ability to identify process gaps, contribute to continuous improvement initiatives, and support SOP maintenance efforts.
• Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience.