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Investment Client Onboarding, Stoke-on-Trent
Client:
Location:
Stoke-on-Trent, 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 position 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 compliant with regulatory requirements and internal policies. You will liaise with internal teams—Legal, Compliance, and Client Services—and external clients to facilitate a seamless governance process.
Key Responsibilities
* Review, update, and maintain IMA and client contractual documentation.
* Collaborate with Legal and Compliance to ensure contractual compliance with regulations and 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 governance deliverables and prepare for client reviews, audits, and meetings.
* Enhance client governance processes and documentation 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 FCA, MiFID II, UCITS/AIFMD regulations.
* Strong stakeholder management and communication skills.
* Attention to detail, organizational skills, and documentation management.
* Ability to work independently and meet deadlines.
What Our Client Offers
* Work with a reputable investment firm focused on client relationships.
* Collaborative and inclusive team environment.
* Exposure to various asset classes and institutional clients.
* Opportunities to improve processes in a governance role.
Note:
ONLY APPLY IF YOU HAVE THE ABOVE EXPERIENCE AND ARE BASED IN SCOTLAND.
This position is part of our broader opportunities. If interested, contact us at 0131 550 1100 or send your CV to [emailprotected]. We respect your privacy and will not share your CV without consent. Eden Scott provides employment agency services for permanent roles.
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