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Investment Client Onboarding, Birmingham
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Client:
Location:
Birmingham, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
4
Posted:
04.06.2025
Expiry Date:
19.07.2025
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Job Description:
Eden Scott’s client is seeking a Client Onboarding & Governance Analyst for a 12-month role based in Edinburgh. The position offers a hybrid work model: 3 days in the office and 2 days remote.
As a Client Onboarding & Governance Analyst, you will play a vital role in ensuring our investment management agreements (IMAs) and related client documentation are accurately maintained, reviewed, and aligned with regulatory requirements and internal policies. You will liaise between internal teams—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 ensure contractual obligations are understood and implemented.
* Track key client governance deliverables and assist in preparing for reviews, audits, and meetings.
* Enhance client governance processes and documentation control.
Skills & Experience Required
* Proven experience in client governance or similar functions within asset/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 skills.
* Ability to work independently and meet deadlines.
What our client is offering
* Work with a highly regarded investment firm focused on client relationship management.
* Join a collaborative and inclusive team environment.
* Gain exposure to a wide range of asset classes and institutional clients.
* Contribute to process improvements in a high-impact governance role.
ONLY APPLY IF YOU HAVE THE ABOVE EXPERIENCE AND ARE BASED IN SCOTLAND
This position may be one of several opportunities we are handling. If you haven't contacted us before, please call 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 and temporary roles.
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