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Investment Client Onboarding, High Wycombe
Location: High Wycombe, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
4
Posted:
04.06.2025
Expiry Date:
19.07.2025
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 working from home.
As a Client Onboarding & Governance Analyst, you will ensure that investment management agreements (IMAs) and related client documentation are accurately maintained, reviewed, and aligned with regulatory requirements and internal policies. You will liaise with 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 assist in preparing for reviews, audits, and governance meetings.
* Enhance client governance processes and documentation control.
Skills & Experience Required
* Proven experience in client governance or similar functions within asset or investment management.
* Strong knowledge of IMAs, pooled fund documentation, and side letters.
* Familiarity with regulatory frameworks (FCA, MiFID II, UCITS/AIFMD).
* Excellent stakeholder management and communication skills.
* High attention to detail, with strong organizational and documentation skills.
* Ability to work independently and meet deadlines.
What our client is offering
* Opportunity to work with a highly regarded investment firm focused on client relationship management.
* Collaborative and inclusive team environment.
* Exposure to various asset classes and institutional clients.
* Chance to contribute to process improvements in a governance role.
ONLY APPLY IF YOU HAVE THE ABOVE EXPERIENCE AND ARE BASED IN SCOTLAND
This position is one of several opportunities we are handling. If you're new to us, 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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