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Investment Client Onboarding, Northampton
Client:
Location:
Northampton, 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, requiring 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 standards and internal policies. You will liaise with internal teams—including Legal, Compliance, and Client Services—and external clients to facilitate a seamless governance process.
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 met.
* Track governance deliverables and prepare for client reviews, audits, and meetings.
* Enhance client governance processes and document 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, organization, and documentation skills.
* Ability to work independently and meet deadlines.
What Our Client Offers
* Opportunity to work with a reputable investment firm focused on client relationships.
* Collaborative and inclusive team environment.
* Exposure to various asset classes and institutional clients.
* Chance to improve processes in a governance role.
ONLY APPLY IF YOU HAVE THE ABOVE EXPERIENCE AND ARE BASED IN SCOTLAND
This role is one of many opportunities we are handling. 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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