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Client:
Location:
Portsmouth, Hampshire, 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 position based in Edinburgh. The role is hybrid, requiring 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 effective governance.
Key Responsibilities
* Review, update, and maintain IMA and client contractual documentation.
* Collaborate with Legal and Compliance to ensure contractual terms meet regulatory standards and firm policies.
* Support onboarding of new clients and amendments to existing agreements.
* Coordinate with Investment, Risk, and Operations teams to ensure understanding and implementation of contractual obligations.
* Track key client governance deliverables and assist in preparing for reviews, audits, and governance meetings.
* Contribute to improving client governance processes and documentation control.
Skills & Experience Required
* Proven experience in client governance or similar roles within asset/investment management.
* Strong knowledge of IMAs, pooled fund documentation, and side letters.
* Familiarity with regulatory frameworks (FCA, MiFID II, UCITS/AIFMD).
* Excellent stakeholder management and communication skills.
* High attention to detail with strong organizational and documentation skills.
* Ability to work independently and meet deadlines.
What Our Client Offers
* Work with a reputable investment firm focused on client relationship management.
* Join a collaborative and inclusive team environment.
* Gain exposure to various asset classes and institutional clients.
* Opportunity to contribute to process improvements in governance.
Note
ONLY APPLY IF YOU HAVE THE REQUIRED EXPERIENCE AND ARE BASED IN SCOTLAND.
This position may be one of several opportunities we handle. If you are new to us, please call 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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