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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.
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 standards and internal policies. You will liaise with internal teams—including Legal, Compliance, and Client Services—and external clients to support effective governance.
Key Responsibilities
1. Review, update, and maintain IMAs and client contractual documentation.
2. Collaborate with Legal and Compliance to ensure contractual compliance with regulations and policies.
3. Support onboarding of new clients and amendments to existing agreements.
4. Coordinate with Investment, Risk, and Operations teams to ensure understanding and implementation of contractual obligations.
5. Track governance deliverables and assist in client reviews, audits, and meetings.
6. Enhance client governance processes and documentation control.
Skills & Experience
1. Experience in client governance or similar within asset/investment management.
2. Knowledge of IMAs, pooled fund documentation, and side letters.
3. Understanding of regulatory frameworks (FCA, MiFID II, UCITS/AIFMD).
4. Strong stakeholder management and communication skills.
5. Attention to detail, organizational and documentation skills.
6. Ability to work independently and meet deadlines.
What We Offer
* Work with a reputable investment firm focused on client relationships.
* Collaborative and inclusive team environment.
* Exposure to diverse asset classes and institutional clients.
* Opportunities to improve processes in a governance role.
Note: Only apply if you have the required experience and are based in Scotland.
This may be one of several opportunities we are handling. If you are new to us, contact us at 0131 550 1100 or send your CV to [emailprotected]. We ensure your CV is only shared with your consent. Eden Scott provides employment agency services for permanent roles.
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