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Client Onboarding & Governance Analyst
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 accurate maintenance, review, and alignment of investment management agreements (IMAs) and related client documentation with regulatory requirements and internal policies. You will liaise between internal stakeholders—including Legal, Compliance, and Client Services—and external clients to facilitate a seamless governance framework.
Key Responsibilities
1. Review, update, and maintain IMA and client contractual documentation.
2. Collaborate with Legal and Compliance to ensure contractual compliance with regulations and firm policies.
3. Support onboarding of new clients and amendments to existing agreements.
4. Coordinate with Investment, Risk, and Operations teams to implement contractual obligations.
5. Track governance deliverables and prepare for client reviews, audits, and meetings.
6. Enhance client governance processes and document control systems.
Skills & Experience Required
1. Experience in client governance or related functions within asset/investment management.
2. Knowledge of IMAs, pooled fund documentation, and side letters.
3. Understanding of regulatory frameworks such as FCA, MiFID II, UCITS/AIFMD.
4. Strong stakeholder management and communication skills.
5. Attention to detail with organizational and documentation skills.
6. Ability to work independently and meet deadlines.
What We Offer
1. Opportunity to work with a reputable investment firm focused on client relationships.
2. Collaborative and inclusive team environment.
3. Exposure to various asset classes and institutional clients.
4. Chance to contribute to process improvements in governance.
NOTE: ONLY APPLY IF YOU HAVE THE REQUIRED EXPERIENCE AND ARE BASED IN SCOTLAND.
This role is one of several opportunities. If interested, please 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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