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Investment client onboarding

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

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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.

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 facilitate effective governance.

Key Responsibilities

* Review, update, and maintain IMAs and client contractual documents.
* 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 governance deliverables and assist in preparing for client reviews, audits, and governance meetings.
* Contribute to improving client governance processes and documentation control.

Skills & Experience Required

* Experience in client governance or similar functions within asset or investment management.
* Knowledge of IMAs, pooled fund documentation, and side letters.
* Familiarity with regulatory frameworks (FCA, MiFID II, UCITS/AIFMD).
* Strong stakeholder management and communication skills.
* Attention to detail with organizational and documentation skills.
* Ability to work independently and meet deadlines.

What We Offer

* 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.

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

This position may be one of several opportunities we are handling. If you're new to us, please call 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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