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Investment Client Onboarding, south west london
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Client:
Location:
south west london, 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 role based in Edinburgh. The role is hybrid, with 3 days in the office and 2 days remote.
As a Client Onboarding & Governance Analyst, you will ensure 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 ensure smooth governance processes.
Key Responsibilities
* Review, update, and maintain IMAs and client contractual documents.
* Collaborate with Legal and Compliance to meet regulatory standards and policies.
* Support onboarding of new clients and amendments to existing agreements.
* Coordinate with Investment, Risk, and Operations teams to implement contractual obligations.
* Track governance deliverables and prepare for client reviews, audits, and meetings.
* Enhance client governance processes and document control.
Skills & Experience Required
* Experience in client governance or similar within asset/investment management.
* Knowledge of IMAs, pooled fund documentation, and side letters.
* Understanding of regulatory frameworks (FCA, MiFID II, UCITS/AIFMD).
* Strong stakeholder management and communication skills.
* Detail-oriented with excellent organizational skills.
* Ability to work independently and meet deadlines.
What our client offers
* Work with a reputable investment firm focused on client relationships.
* Join a collaborative and inclusive team.
* Exposure to various asset classes and clients.
* Opportunities to improve processes in a governance role.
ONLY APPLY IF YOU HAVE THE REQUIRED 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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