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Client Onboarding & Governance Analyst
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.
Role Overview
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 with internal stakeholders—including Legal, Compliance, and Client Services—and external clients to facilitate a seamless governance process.
Key Responsibilities
1. Review, update, and maintain IMA and client contractual documentation.
2. Collaborate with Legal and Compliance to ensure contractual terms meet regulatory standards and policies.
3. Support onboarding of new clients and amendments to existing agreements.
4. Coordinate with Investment, Risk, and Operations teams to understand and implement contractual obligations.
5. Track governance deliverables and prepare for client reviews, audits, and meetings.
6. Enhance client governance processes and document control.
Skills & Experience
1. Proven experience in client governance or similar within asset/investment management.
2. Knowledge of IMAs, pooled fund documentation, and side letters.
3. Familiarity with FCA, MiFID II, UCITS/AIFMD regulations.
4. Excellent stakeholder management and communication skills.
5. Strong organizational and documentation skills with high attention to detail.
6. 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.
Application Note
ONLY APPLY IF YOU HAVE THE REQUIRED EXPERIENCE AND ARE BASED IN SCOTLAND.
This role is one of several opportunities we are handling. If you are interested and have not contacted us before, 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 services for permanent and temporary roles.
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