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Investment Client Onboarding, Bournemouth
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Client:
Location:
Bournemouth, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
4
Posted:
04.06.2025
Expiry Date:
19.07.2025
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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 remote.
As a Client Onboarding & Governance Analyst, you will ensure that investment management agreements (IMAs) and related client documentation are accurately maintained, reviewed, and compliant with regulatory requirements and internal policies. You will liaise with internal teams—Legal, Compliance, Client Services—and external clients to ensure a seamless governance process.
Key Responsibilities
* Review, update, and maintain IMA and client contractual documentation.
* Collaborate with Legal and Compliance to ensure contractual terms meet regulatory standards and policies.
* Support onboarding of new clients and amendments to existing agreements.
* Coordinate with Investment, Risk, and Operations teams to understand and implement 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, organization, and documentation 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.
* 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 several opportunities we handle. If you're new to us, contact us at 0131 550 1100 or send your CV to [emailprotected]. We ensure your CV is only shared with your consent. Eden Scott provides employment agency services for permanent roles.
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