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Investment client onboarding

Wolverhampton (West Midlands)
JR United Kingdom
€60,000 - €80,000 a year
Posted: 7 June
Offer description

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Client:


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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 remote.

The Client Onboarding & Governance Analyst will ensure that investment management agreements (IMAs) and related client documentation are accurately maintained, reviewed, and compliant with regulatory standards and internal policies. The role involves liaising with internal teams (Legal, Compliance, Client Services) and external clients to support a seamless governance framework.


Key Responsibilities

* Review, update, and maintain IMA and client contractual documentation.
* Collaborate with Legal and Compliance to ensure regulatory compliance of contractual terms.
* Support onboarding of new clients and amendments to existing agreements.
* Coordinate with Investment, Risk, and Operations teams to ensure understanding and implementation of contractual obligations.
* Track governance deliverables and assist with client reviews, audits, and meetings.
* Contribute to improving client governance processes and documentation management.


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).
* Excellent stakeholder management and communication skills.
* Attention to detail and strong organizational skills.
* 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.

ONLY APPLY IF YOU HAVE THE REQUIRED EXPERIENCE AND ARE BASED IN SCOTLAND

This role is one of several opportunities we handle. If you're new to us, contact us at 0131 550 1100 or send your CV to [emailprotected]. We ensure your CV is only shared with your prior consent. Eden Scott provides employment agency services for permanent roles.

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