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Investment client onboarding

West Bromwich
JR United Kingdom
€60,000 - €80,000 a year
Posted: 7 June
Offer description

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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 contract based in Edinburgh. The role is hybrid, requiring 3 days in the office and 2 days remote.

The Client Onboarding & Governance 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—including Legal, Compliance, and Client Services—and external clients to facilitate seamless governance.

Key Responsibilities

* Review, update, and maintain IMA and client contractual documentation.
* Collaborate with Legal and Compliance to ensure contractual compliance with regulations and internal 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 roles within asset or investment management.
* Knowledge of IMAs, pooled fund documentation, and side letters.
* Understanding of regulatory frameworks such as FCA, MiFID II, UCITS/AIFMD.
* Excellent stakeholder management and communication skills.
* Strong attention to detail, organizational, 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 contribute to process improvements in governance.

Note: ONLY APPLY IF YOU HAVE THE REQUIRED EXPERIENCE AND ARE BASED IN SCOTLAND.

If interested, 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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