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Investment Client Onboarding, Bolton, Greater Manchester
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Client:
Location:
Bolton, Greater Manchester, 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 contract based in Edinburgh. The role is hybrid, with 3 days in the office and 2 days working from home.
As a Client Onboarding & Governance Analyst, you will ensure our 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 stakeholders—including Legal, Compliance, and Client Services—and external clients to ensure a seamless governance framework.
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 understand and implement contractual obligations.
* Track key client governance deliverables and prepare for reviews, audits, and governance meetings.
* Enhance client governance processes and documentation control.
Skills & Experience Required
* Experience in client governance or similar within asset/investment management.
* Knowledge of Investment Management Agreements (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, 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.
* Collaborative and inclusive team environment.
* Exposure to diverse asset classes and institutional clients.
* Opportunities to improve processes in a governance role.
ONLY APPLY IF YOU HAVE THE ABOVE 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 not shared without your consent. Eden Scott provides employment agency services for permanent roles.
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