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Investment Client Onboarding, Oxford District
Client:
Location:
Oxford District, 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 contract based in Edinburgh. The role is hybrid, with 3 days in the office and 2 days remote.
As a Client Onboarding & Governance Analyst, you will ensure that investment management agreements (IMAs) and related client documentation are maintained, reviewed, and aligned with regulatory requirements and internal policies. You will liaise with internal teams—Legal, Compliance, Client Services—and external clients to ensure a seamless governance framework.
Key Responsibilities
* Review, update, and maintain IMA and client contractual documentation.
* Collaborate with Legal and Compliance to meet regulatory standards and firm policies.
* Support onboarding of new clients and amendments to existing agreements.
* Coordinate with Investment, Risk, and Operations teams on contractual obligations.
* Track governance deliverables and prepare for client 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.
* Familiarity with FCA, MiFID II, UCITS/AIFMD regulations.
* 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.
* Collaborative and 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 position is one of many opportunities we handle. If you haven't contacted us before, call 0131 550 1100 or send your CV to [emailprotected]. We ensure your CV is only shared with your consent. Eden Scott offers employment agency services for permanent roles.
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