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Investment Client Onboarding, peterborough
Location: Peterborough, 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.
The Analyst will ensure investment management agreements (IMAs) and related client documentation are accurately maintained, reviewed, and compliant with regulatory standards and internal policies. The role involves liaising with internal teams—Legal, Compliance, Client Services—and external clients to maintain a seamless governance framework.
Key Responsibilities
* Review, update, and maintain IMA and client contractual documentation.
* Collaborate with Legal and Compliance to ensure contractual compliance with regulations and policies.
* Support onboarding of new clients and amendments to existing agreements.
* Coordinate with Investment, Risk, and Operations teams to ensure contractual obligations are understood and fulfilled.
* 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 with organizational and documentation skills.
* Ability to work independently and meet deadlines.
What our client offers
* Work with a reputable investment firm specializing in client relationships.
* Collaborative and inclusive team environment.
* Exposure to various asset classes and institutional clients.
* Opportunities to improve processes in a governance role.
ONLY APPLY IF YOU HAVE THE ABOVE EXPERIENCE AND ARE BASED IN SCOTLAND
This position is one of several opportunities we handle. If interested, contact us at 0131 550 1100 or send your CV to [emailprotected]. We ensure your CV is not shared without your consent. Eden Scott provides employment agency services for permanent roles.
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