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Investment Client Onboarding, Southampton
Client:
Location:
Southampton, 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 compliant with regulatory requirements and internal policies. You will liaise between internal teams—including Legal, Compliance, and 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 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 assist in client reviews, audits, and meetings.
* Contribute to improving 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 We Offer
* Work with a reputable investment firm focused on client relationships.
* Collaborative and inclusive team environment.
* Exposure to various asset classes and institutional clients.
* Opportunities to improve processes in governance roles.
IMPORTANT: ONLY APPLY IF YOU HAVE THE REQUIRED EXPERIENCE AND ARE BASED IN SCOTLAND.
This role may be one of several opportunities we handle. If you are 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 offers employment agency services for permanent and temporary roles.
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