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Investment Client Onboarding, Gloucester
Client:
Location:
Gloucester, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
4
Posted:
04.06.2025
Expiry Date:
19.07.2025
Job Description:
Eden Scott’s client is seeking a Client Onboarding & Governance Analyst for a 12-month role based in Edinburgh. The position is hybrid, with 3 days in the office and 2 days working from home.
As a Client Onboarding & Governance Analyst, you will ensure that investment management agreements (IMAs) and related client documentation are accurately maintained, reviewed, and aligned with regulatory requirements and internal policies. You will liaise between internal teams—including Legal, Compliance, and Client Services—and external clients to facilitate a seamless governance framework.
Key Responsibilities
* Review, update, and maintain IMA and client contractual documentation.
* Collaborate with Legal and Compliance to ensure contractual terms meet regulatory standards and firm policies.
* Support onboarding of new clients and amendments for existing agreements.
* Coordinate with Investment, Risk, and Operations teams to ensure contractual obligations are understood and implemented.
* Track key client governance deliverables and assist in preparing for reviews, audits, and meetings.
* Enhance client governance processes and documentation control.
Skills & Experience Required
* Experience in client governance or similar within asset/investment management.
* Knowledge of IMAs, pooled fund documentation, and side letters.
* Understanding of regulatory frameworks (FCA, MiFID II, UCITS/AIFMD).
* Strong stakeholder management and communication skills.
* Attention to detail and organizational skills.
* Ability to work independently and meet deadlines.
What our client offers
* Work with a reputable investment firm focused on client relationships.
* Join a collaborative, inclusive team environment.
* Exposure to various asset classes and institutional clients.
* Opportunity to improve governance processes.
ONLY APPLY IF YOU HAVE THE REQUIRED EXPERIENCE AND ARE BASED IN SCOTLAND
This role is one of many opportunities we handle. If you are new to us, please call 0131 550 1100 or send a CV to [emailprotected]. We ensure your CV is only shared with your prior consent. Eden Scott provides employment agency services for permanent roles.
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