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Investment Client Onboarding, Leeds, West Yorkshire
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Client:
Location:
Leeds, West Yorkshire, 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, with 3 days in the office and 2 days working from home.
As a Client Onboarding & Governance Analyst, you will ensure investment management agreements (IMAs) and related client documentation are accurately maintained, reviewed, and aligned with regulatory requirements and internal policies. You will liaise between internal stakeholders—including Legal, Compliance, and Client Services—and external clients to ensure seamless governance.
Key Responsibilities
* Review, update, and maintain IMA and client contractual documentation.
* Work with Legal and Compliance to ensure contractual terms meet regulatory standards and policies.
* Support onboarding of new clients and amendments for existing agreements.
* Coordinate with Investment, Risk, and Operations teams to understand and implement contractual obligations.
* Track governance deliverables and prepare for client reviews, audits, and meetings.
* Enhance client governance processes and documentation control.
Skills & Experience Required
* Experience in client governance or similar within asset/investment management.
* Knowledge of IMAs, pooled fund documentation, and side letters.
* Familiarity with FCA, MiFID II, UCITS/AIFMD regulations.
* Strong stakeholder management and communication skills.
* Attention to detail and organizational abilities.
* Ability to work independently and meet deadlines.
What our client offers
* Opportunity to work with a reputable investment firm.
* Collaborative and inclusive team environment.
* Exposure to various asset classes and clients.
* Chance to contribute to process improvements.
Note
ONLY APPLY IF YOU HAVE THE REQUIRED EXPERIENCE AND ARE BASED IN SCOTLAND.
This may be one of several opportunities. Please contact us at 0131 550 1100 or email your CV to [emailprotected]. We respect your privacy and will not share your CV without consent. Eden Scott provides employment agency services for permanent roles.
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