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Investment client onboarding

Broughton (Buckinghamshire)
JR United Kingdom
€60,000 - €80,000 a year
Posted: 11 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, with 3 days in the office and 2 days working from home.

As a Client Onboarding & Governance Analyst, you will play a vital role in maintaining, reviewing, and ensuring compliance 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 support 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 ensure understanding and implementation of contractual obligations.
* Track key client 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

* Proven experience in client governance or similar functions within asset/investment management.
* Strong knowledge of IMAs, pooled fund documentation, and side letters.
* Familiarity with regulatory frameworks such as FCA, MiFID II, UCITS/AIFMD.
* Excellent stakeholder management and communication skills.
* High attention to detail with strong organizational and documentation management abilities.
* Ability to work independently and meet tight deadlines.

What our client offers

* Opportunity to work with a reputable investment firm focused on client relationship management.
* Collaborative and inclusive team environment.
* Exposure to diverse asset classes and institutional clients.
* Chance to contribute to process improvements in a governance role.

IMPORTANT: 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 haven't contacted us before, please call 0131 550 1100 or send your CV to [emailprotected]. We ensure your CV is only shared with your prior consent. Eden Scott offers employment agency services for permanent roles.

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